First client - Help!!!

System
System Posts: 100,534 🤖 Admin 🤖
edited 12:08PM in AAT member discussion
Hi Guys,

My client runs a domestic cleaning business and wants me to do the bookeeping for her. I have just finished my technical exams this june and have never ventured out commercially b4.All I need is some guide lines and some excel templates as rough guides.

Currently she has loads of bank statements,invoices, and receipts laying on the floor in a room assigned to be the office.There is no filling system in existence and currently no bookeeping records. only incomplete records exist.

Guys, I need tips and excel templates to get the ball rolling.What filing system should I setup.
Can I use Sage or stick with excel.
saalliuk@yahoo.co.uk :?

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