Accountants, Accountancy Practices and Bookkeepers

How we can help Accountants both large and small find new clients locally or nationally

It doesn’t matter whether you’re a world renown accountancy practice or a ‘one person band’ that is providing bookkeeping services – you’ll have one thing in common, you need clients.

Everyone in accountancy and bookkeeping wants clients – and the right kind of client. The way that financial details are recorded and held means that they are accessible from Companies House but generating prospect lists based on this information is not actually straightforward. Anyone who has tried this will tell you!

“DataGardener has done the hard work for you and put all that in one place”

and
“by giving you the ability to find new clients and look after them.
We can help both.

Accountants and Bookkeepers

Credit and Risk Management

For newly acquired business and your existing customers we can provide you with the ability to help them and make sure things are delivered on time.

DataGardener can provide you with the risk and credit management information on companies for both the onboarding stage or as an ongoing reporting tool by providing alerts on:

  • Changes to shareholder structures

  • Director changes

  • Late filing

  • Adverse flags

  • Credit reports

  • County Court Judgement – CCJ – Information

Data for accountants and bookkeepers

New Business for Accountants and Bookkeepers

Every accountant or bookkeeper has a locality they work in or want to work in, or a particular specialism or specialist industry.

 At DataGardener, we can provide you or your team with the tools to find and win new business giving you the time you need to focus on the day job of helping your clients make the rights financial decisions for their company.

Are you interested in single director IT companies located in the London area? Are you interested in companies who have been audited by a competitor that is due to file in six months? Are you looking for companies whose accounts would indicate that they are relevant to R&D Tax Credits?

If you are looking to offer your professional services to specific sectors or geographical areas you can use our advanced search capabilities to filter on:

Accountants
Search Accountants

Use your search criteria to build new customer targets, lists or profiles and our social media connectivity to contact them.

Download filed documents.

Find directors and related companies using our relationship tree.

Export and create personalised marketing lists.

grow your business

Find out more about how we can help you grow your business. Contact Us

Frequently Asked Questions (FAQ’s)

What is accounting data?

Accounting Data means all the financial data including ledgers, journals, calculations and spreadsheets that support a financial statement.

How do accountants use big data?

Big data can help accountants understand the holistic view by predicting shifts in consumer behavior, identifying red flags for fraud and anticipate economic trends. When accountants can identify these risks, they are able to help clients mitigate risks and protect financial performance.

What is the process of bookkeeping?

The process of bookkeeping involves four basic steps:

  1. Analysing financial transactions and assigning them to specific accounts.
  2. Writing original journal entries that credit and debit the appropriate accounts.
  3. Posting entries to ledger accounts.
  4. Adjusting entries at the end of each accounting period.