Recruitment Agency Accountant PSL Questionnaire Template
Download your FREE Recruitment Agency Accountant PSL Questionnaire Template:
Recruitment Agency Accountant PSL Questionnaire Template
Recruitment Agency Accountant PSL Questionnaire Template
More and more recruiters are choosing to not only provide contractor candidates with an approved list of umbrella companies but are now choosing to do the same with Accountancy providers.
Find below a potential list of questions you may choose to use when establishing the credentials of an accountancy firm:
1. Can you provide any evidence that you do not provide an MSC service?
This seems like an obvious question however numerous companies provide an array of services to clients which may seem helpful but could in fact conflict with MSC legislation, such as:
- access to its client's bank accounts
- shareholders or directors of the contractors company
- being far too involved in managing the contractors company
There is no need for an accountant on the whole to do the above for contractors as too much involvement with their limited company may imply the accountant is managing contractor company and not the contractor.
Please note – This evidence must come from an authoritative organisation and not simply be meaningless ‘paid for’ stamp of approval.
2. Do you have access to client's bank accounts? Y/N
3. Are you ever shareholders or directors of clients companies? Y/N
4. Are you intrinsically involved in managing your clients companies? Y/N
5. When was the firm/company established?
6. Do you have professional indemnity insurance, if so how much?
7. Do you specialise in contractors/freelancers, if so how many years experience do you have?
8. Is your firm/company a member of a professional accountancy body, if so which one?
9. Please list the qualifications of your accountants.
10. How many accountants do you employ?
11. How many contractor/freelancer clients do you have?
12. Do you outsource accounting work to third parties, if so please list the work you outsource?
13. Do you use offshoring, if so what do you offshore?
14. Do you provide clients with their own dedicated accountant, if so are there extra charges for this service?
15. Will the dedicated accountant prepare the clients end of year accounts or are they outsourced to other individuals either internally or externally?
16. Is your accountancy firm nationwide, if so, what are the locations?
17. Can and do clients meet with their accountant?
Difficult to do if you they only have one office.
18. Do you hold any contractor specialist memberships such as the (PCG) Professional Contractor Group?
The PCG provide a very rigorous approval process carried out in partnership with the leading firm Accountax and as such being a PCG Accredited Accountant does actually mean something.
19. What IR35 experience do you have?
20. Do you have awards from relevant authoritative organisations, if so what are they?
Companies can make all sorts of claims on website's and sales proposals which is where third party references and awards can help to support the marketing claims made.
21. Do you provide clients with any service guarantees to back up marketing claims, if so what are they?
Again anything that supports marketing claims made is useful.
22. What services do you provide and at what cost?
If you have any questions about compliancy, Accountancy PSL’s or would like any further information/advice please call Rachel Rymer – Recruitment Liaison Manager on 0500 152500 / 01442 275789 or email: rachel@sjdaccountancy.com
You may also find our Recruitment Agency Accountancy PSL Information Pack and Recruiter Resource section useful.
SJD Accountancy
SJD Accountancy are the UK's largest specialist provider of fixed fee, limited company accountancy services to contractors; we've been acting for contractors across the UK since 1992 and have more than 11,000 clients.
We are the only National specialist firm of accountants with offices in all major UK cities so you’ll never be far from your accountant. SJD also have more qualified staff than any other firm in our market with qualifications from the following major tax and accountancy bodies - ATII, ATT, ACCA, CA, ACA, FCCA, ACMA. You’ll also be pleased to know that we are one of the lowest priced as well.
Free face-to-face meetings. This is another unique service, only SJD offers free face to face meetings - tax is complicated and sometimes only a meeting will do.
Unlimited access to your own dedicated accountant. No call centres, no outsourcing, no automated call handling. Simply telephone, e-mail or meet your own dedicated accountant face to face.
Money back service guarantee. All your telephone calls and e-mails will be answered the same day or we will refund your monthly fee's.
Outstanding reputation. We have won more awards for customer service and accountancy excellence than any other firm in our market.
All inclusive low cost monthly package which includes completion of accounts, payroll bureau, dividends and corporation tax computations, personal taxation, free bookkeeping software, unlimited access to your accountant and all company returns. All this for a fixed monthly fee of £110 plus VAT, which is one of the lowest prices in the market.
If you have any questions about contracting or would like any further advice please either contact your SJD Accountant or call our new client services helpdesk on 0500 152500 / 01442 275789 or email: nikki.hanlon@sjdaccountancy.com.
Appoint SJD Accountancy and never worry about your tax or accountancy affairs again!
You may also find the following pages, guides and case studies useful:
Take home pay calculator - How much could you be taking home
Contractor FAQ - All your frequently asked questions and their answers
First time Contracting or Freelancing? - A summary of the alternatives along with pros and cons
Choosing an accountant - For a full review
Step-by-step Guide to Contracting - Download a FREE copy of our guide
Limited or Umbrella? Can't decide? - We help you decide which is best for you
Guide to Contracting - All the best guides to contracting in one place
Expenses Guide - Know exactly what you can claim
Umbrella company guide - Everything you ever wanted to know about umbrella company services
IR35 Guide - A great plain English guide to IR35
