The Referral Process

Referrers are required to assess whether targets fit the criteria for an Alexander Rosse client and whether they have an interest in appointing an accountant.

Common trigger points for a conversation with SME's about this may include:

• Unhappiness or issues with current accountants
• New start up
• Lack of a breadth of service by current accountants
• Issues with compliance around, for instance, VAT returns, Companies House filing or corporation tax returns
• Funding requirements or growth challenges
• Need for more management or financial information
• Acquisitions or mergers

All contractors are viable targets, as Alexander Rosse offers a seamless migration to a cost-effective premium service. Equally, any middle or senior manager who is considering interim, contract or freelance work, possibly as a result of redundancy, would be an attractive target.