Measure the drivers
Before quoting, look at three months of the client's bank statements and bills. The work is driven by volume and by mess, so measure both.
- Number of bank and card accounts, and currencies
- Monthly transactions per account
- Number of supplier bills and sales invoices
- Mixed VAT treatments: exports, reverse charge, exempt income
- Inventory, projects or multiple branches
- Quality of records: are receipts available, are statements on time?