New Client - Help!!!!

System
System Posts: 100,534 🤖 Admin 🤖
edited 10:27AM in AAT student 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 :lol:

Comments

  • System
    System Posts: 100,534 🤖 Admin 🤖
    Re:New Client - Help!!!!

    HI How are you, I am also thinking of doing bookkeeping from home part time, were are you based? we could help each other out, I have a few untis left to finish diploma level.
    mail me
    srmehta55@hotmail.com
  • System
    System Posts: 100,534 🤖 Admin 🤖
    Re:New Client - Help!!!!

    Also posted elsewhere in response to a similar question;

    If its a brand new start up business why not invest in software dedicated to the accounting task rather than devising what I can easily imagine to be a horrendously complicated Excel system? While I assume Excel to be adequate for standard T accounting, I can picture it differently for posting journals, asset registers, bank accounts, balance sheets, P&L's etc and it going pear shaped unless it's been designed tight as a drum.

    I know Quickbooks has its detractors but it's what my company uses and I found it exceptionally easy to pick up even from scratch. Even better, it's not that expensive and would probably cause you less stress than trying to modify something in Excel and it throwing multiple errors throughout the system!

    http://www.amazon.co.uk/Intuit-QuickBooks-Simple-Start-PC/dp/B0002ADBLI

    http://www.amazon.co.uk/Intuit-QuickBooks-Simple-Start-PC/dp/B0002ADBLI

    Regards,

    Robert

    (No, I don't work for Intuit either...!)
  • System
    System Posts: 100,534 🤖 Admin 🤖
    Re:New Client - Help!!!!

    yes i would recommend quickbooks. it is very easy to use compared to sage. the payroll is straightforward aswell.

    :)
  • System
    System Posts: 100,534 🤖 Admin 🤖
    Re:New Client - Help!!!!


    Well, seeing as the first one is only £40 and ideal for a small business, I'd be surprised if there's anything much cheaper or easier...

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