Introducing a client to Buzz for finance work
For bank relationship managers, finance brokers, solicitors, accountants and financial advisers who meet owners of businesses turning over £1m to £5m. Peter Allen, Buzz’s co-founder and Financial Director, contacts every client you introduce within one working day.
Talk to Peter before you introduce anyone
Peter Allen is Buzz’s co-founder and Financial Director, with more than 20 years’ experience. Book a free call to go through the kind of client you see and how introductions would work.
Who introduces clients for finance work
Bank relationship managers
A customer who wants to borrow needs management accounts and a cash flow forecast that a credit team can read. Business Pulse produces both every month or quarter. The finance director service adds a 12-month forecast of profit, balance sheet and cash.
Commercial finance and asset finance brokers
An application stalls when the latest figures are a year old. The Buzz finance team brings the bookkeeping up to date in Xero, and Peter Allen prepares the management accounts and the forecast the lender asks for.
Solicitors handling company sales and shareholder matters
An owner preparing to sell needs monthly management accounts and a forecast before due diligence starts. Shareholders agreeing a buy-out need current figures to set a price against. Peter Allen prepares the figures and works with the owner until completion.
Accountancy firms that do not provide finance director work
A client has outgrown annual accounts and asks for monthly figures, a forecast or a finance director. Buzz provides that work. The client’s year-end accounts and tax returns stay with your firm.
Independent financial advisers
A business owner’s personal plan depends on what the company will earn and when it could be sold. Business Pulse gives the owner a budget and a forecast to plan against. Buzz is not authorised by the FCA, so the regulated planning stays with you.
What Buzz does for the client
| Business Pulse | Outsourced finance team | Part-time finance director |
|---|---|---|
| From£375+ VAT a month quarterly or £499 monthly, on top of your accounts fee | From£750+ VAT a month for a Finance Manager, a Financial Controller from £1,500 | From£2,000+ VAT a month |
| An annual budget, a rolling 12-month cash flow forecast, management accounts and a review meeting every month or quarter. | Bookkeeping, payroll, VAT, customer invoicing and month-end, done in Xero. | Peter Allen as the business’s finance director: an annual plan, a cash flow forecast, a KPI dashboard and a quarterly board meeting, with the finance team’s work included. |
| About Business Pulse | About the finance team | About the finance director service |
What happens after an introduction
You introduce the client
Use the form below, ring Peter on 07476 989568, or email hello@buzzaccounting.co.uk. Check first that the client is happy to hear from us.
Peter Allen contacts the client within one working day
By phone if you give a number, otherwise by email. He says who introduced them and offers a call about the business.
Peter talks to the owner about the business
He asks about turnover, the finance work done now, borrowing and the decisions coming up, and says which service fits: Business Pulse, the finance team or the finance director service.
The fee is confirmed in writing
The client sees the service and the monthly fee in writing before any work starts.
You hear what happened
Peter emails you once he has spoken to the client. With the client’s consent, he tells you whether they went ahead and who is looking after them.
Questions from introducers
Is there a referral fee?
It is agreed with you in writing before the first introduction, and can be a fee, work referred back to you, or neither.
Which businesses should I introduce?
Owner-managed businesses turning over roughly £1m to £5m that need regular management accounts, a cash flow forecast or a senior finance person. Smaller businesses can start with Business Pulse, from £375 + VAT a month.
I am the client’s accountant. Will Buzz take over the accounts?
The year-end accounts and tax returns stay with your firm, and if the client asks us for work you provide, we send them back to you.
What if Buzz is the wrong fit for the client?
Peter tells the client after the first conversation, and tells you. Where another firm would suit them better, he says which kind.
Do you work with businesses outside Greater Manchester and Northern Ireland?
Yes. Buzz has offices in Salford and Ballymena and works with businesses across the UK by phone, video call and in person by arrangement.
Working with Buzz as an introducer
Work you provide
If an introduced client asks us for work you do, we send them back to you.
Referral fees
An introducer can take a fee, have work referred back, or neither. We agree which with you, in writing, before the first introduction.
Regulated advice
Buzz Accounting is not authorised by the FCA. An introduction to Buzz is for accounting, finance and advisory work only. A client who needs regulated advice is referred to an authorised firm, and to you first if you introduced them.
Your own link
Ask Peter for a link of your own, such as buzzaccounting.co.uk/?via=your-name. Anyone who arrives through it is recorded against you, whichever page they use to get in touch.
Introduce a client
Or ring Peter on 07476 989568, email hello@buzzaccounting.co.uk, or book a free call with Peter.
The introduction is with Peter Allen
Peter Allen will contact the client within one working day and email you once they have spoken.
Accreditations and partnerships
