Binder for client's account
jilt
Registered Posts: 2,903 Beyond epic contributor ๐งโโ๏ธ
I was just wondering what sort of binders other MIPs use for their client's accounts. I've been using comb binders but my machine's playing up at the moment and I also wonder if they look a bit naff so am thinking of changing to some other method but don't know what.
Any suggestions welcome.
Any suggestions welcome.
0
Comments
-
I use a .pdf.
On the rare occasions I provide a paper copy, I use a staple
Back in the day, I used the slide-on straight binders, with nice card on the front and back.0 -
We us comb binders, but with bespoke covers on the front and back. I'll upload a pic if I can.0
-
I have covers front and back with my logo name and address on. Are we in the minority still handing out bound accounts? I thought all accountants did but apparently not.
I love Jenni's comment 'I use a staple'!0 -
Okay, I can't upload the images, no matter what file type I save the photo as (using a photo-editor, I'm not just stupidly trying to change the file extension!) the upload manager on the forum says it's invalid. Any suggestions anyone?0
-
Okay, I can't upload the images, no matter what file type I save the photo as (using a photo-editor, I'm not just stupidly trying to change the file extension!) the upload manager on the forum says it's invalid. Any suggestions anyone?0
-
Because my client are mainly 'small clients', I just simply use a pretty cover page with my details on and then staple them all together.0
-
I've had a similar thought recently as I always print and send (think I may be old-fashioned!).
I'm about to go for slide-on binders and decent quality card front and back with a title and my logo on the front. Might consider stretching to a clear plastic cover if I feel frivolous!0 -
Have you thought about buying a corner piece of card with your logo on. We use this on our accounts and terms and conditions and it looks very presentable and a lot cheaper than binding etc. We feel our clients prefer to receive a hard copy but we also still meet face to face with the majority of our clients when we present their accounts to them. There are a few long distant clients who do prefer a pdf but the majority choose to come into the office for a meeting.0
-
I also use comb binders but my binding machine was cheap (Lidl I think!) and is not doing a great job anymore. I love gadgets so i'm going to get another one!
My clients are very small and they love their bound accounts, it makes them feel really important0 -
I print a cover sheet on card and put blank card at the back and then a sheet of OHP over each and use a slide binder to 'bind' it. Makes it easy to change the odd page if something needs amending and client can photocopy it if need be. There's varying levels of excitement over the presentation of accounts but I think most clients at least like to have somethign tangible to take away with them. I do often email PDFs as well.0
-
I still provide 'bound' accounts to most clients. I'm on the slide binder with card and clear sheet.
PDF's are available for everyone.Regards,
Burg0 -
I guess I'm in the lazy minority then0
-
The corner piece is an attractive option, or rather the price is!
Not sure what to do now. I'll price up buying more covers etc, see how may I've got left then make a decision. I also buy heavier paper to print accounts and my letterheads on.
It wasn't necessarily a cost saving exercise I just wondered if the plastic comb binders looked a bit naff. Maybe I'll try the slide binders.
Thanks for all your comment guys.0 -
Slide binders = 75p per set.
25p for the slide, 25p for a piece of nice coloured card, 25p for a clear plastic sheet. That was about 4 years ago.0 -
Im with Monsoon
We do all of ours in PDFs and use EchoSign to get them signed.
Saves on Trees and is really quick0 -
For piddly little I&E's I just use a corner logo and cover page but for financial statements I comb bind with clear covers and card cover page0
Categories
- All Categories
- 1.2K Books to buy and sell
- 2.3K General discussion
- 12.5K For AAT students
- 318 NEW! Qualifications 2022
- 161 General Qualifications 2022 discussion
- 11 AAT Level 2 Certificate in Accounting
- 56 AAT Level 3 Diploma in Accounting
- 87 AAT Level 4 Diploma in Professional Accounting
- 8.8K For accounting professionals
- 23 coronavirus (Covid-19)
- 272 VAT
- 92 Software
- 273 Tax
- 135 Bookkeeping
- 7.2K General accounting discussion
- 200 AAT member discussion
- 3.8K For everyone
- 38 AAT news and announcements
- 345 Feedback for AAT
- 2.8K Chat and off-topic discussion
- 582 Job postings
- 16 Who can benefit from AAT?
- 36 Where can AAT take me?
- 42 Getting started with AAT
- 26 Finding an AAT training provider
- 48 Distance learning and other ways to study AAT
- 25 Apprenticeships
- 66 AAT membership