Recruitment Agency Accountant PSL Questionnaire Template

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Recruitment Agency Accountant PSL Questionnaire Template
Recruitment Agency Accountant PSL Questionnaire Template

 Recruitment Agency Accountancy PSL Information Pack

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 Association of Independent Professionals and the Self Employed (IPSE)?
IPSE provide a very rigorous approval process carried out in partnership with the leading firm Accountax and as such being an IPSE 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 01442 275789 or email:

You may also find ourRecruitment Agency Accountancy PSL Information Pack and Recruiter Resourcesection useful. 

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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 15,000 clients.

We are the only national specialist firm of contractor accountants with offices nationwide. SJD Accountancy has more qualified staff than any other firm in our market with qualifications from the following major tax and accountancy bodies - ATT, AAT, CTA, ACCA, CA, ACA and FCCA.

  • Unlimited face to face meetings. This is a unique service only SJD Accountancy offers - unlimited face to face meetings across the UK - tax is complicated and sometimes only a meeting will do.
  • UK's largest contractor accountants with more qualified staff. No call centres, no outsourcing, no automated call handling. Simply telephone, email or meet your own dedicated accountant face to face.
  • Our Customer Promise. Respond to any question sent to your accountant or any dedicated department within 24 hours.  If we need more time, we will update you as soon as we can and we promise to keep you informed of the progress we are making in answering your question.
  • Outstanding reputation. We have won more awards for customer service and accountancy excellence than any other firm in our market, including: Best Accountant for Contractors, Accountant of the Year and Best Professional Service Team to name just a few.
  • All inclusive low cost fixed fee accountancy package which includes completion of accounts*, payroll bureau, dividends and corporation tax computations, personal taxation, free bookkeeping software, your own dedicated accountant* and all company returns for a fixed fee starting from £120 plus VAT per month. Check our packages for more detail.

If you have any questions about contracting or would like any further advice please call our new business team on 01442 275789 or email: Our new business team is open Monday to Thursday (8am to 8pm), Friday (8am to 7pm) and Saturday (10am to 4pm)

Appoint SJD Accountancy and never worry about your tax or accountancy affairs again.

Form your own limited company with SJD - our same day online company formation service includes company bank account set up, VAT/PAYE registration and advice on optimum share structure. 

You may also find the following pages, guides and case studies useful:

*If you would like us to complete your company year end accounts we simply ask that you have been a client of SJD for one year or have made 12 monthly payments. All accountants are part or fully qualified.