Professional Book-keepers in Practice - The Book-keepers Forum (UK)

Tom H P · Tom H P

Hello! My name is Tom and I'm coming up to completing the ICB level 3 Computerised Bookkeeping exam. I have completed Level 1, Level 2 in Manual and Level 2 in Computerised Bookkeeping. My practical experience is limited (12 months worth, 5 years ago). I want to start up my own Bookkeeping business, wi...

Jo Legg · Jo Legg

Hi All I am starting up a new book-keeping business, and am worried that when I drum up the confidence to actually see someone I will forget what info I need from them, is there a checklist type thing available that anyone is aware of? Cheers, Jo

RossDunn · RossDunn

Hi all, I have recently set-up a book-keeping practice and have taken on a few clients in the last few months. I was wondering if anybody knew if there was a resource for useful template letters and spreadsheets that could be used for managing our practices and different options to complete our client...

Gav · Gav

Hello, I have recently recieved my practice license from ICB and have the relevant PI insurance. I have just launched a website, kept it quite basic for now. www.gp-bookkeeping.co.uk Has anyone any ideas on how I should go about finding business, I know a lot of people with links in the construction i...

Skyebookkeeper · Skyebookkeeper

Just roughly, does anyone know how much Public and Professional Insurance cost? Are we talking 100's or 1000's? Many thanks

Jordan · Jordan

Hi to all, I am starting the process to work from home, getting the info together, company name, looking at software, website set-up etc, before I go live, hopefully in the next 2-4 months, offering a Bookkeeping service incl. Payroll up here in lovely central Scotland. My background is : done ever...

attilabenko · attilabenko

I think it would be great if there would be a place on this forum where we could share - upload,download - (public) documents,publications,sample letters,etc.

jammy_dodger · jammy_dodger

Hi all ive decided to go self employed in doing book - keeping and VAT returns i am currently studying my final year of AAT. I just wanted to ask peoples advise of how i should advertise... would i say i am a current student of the AAT? should i use a business card? -- Edited by jammy_dodger on Thursday 23rd...

Peasie · Peasie

I was just reading Quentin Pain's website and the bit about Money Laundering and a thought occurred to me about the proof of identity. Is it a requirement that a printed photocopy of a drivers licence/passport be taken - or would a picture of it taken with an Iphone suffice? The picture obviously store...

Stardoe · Stardoe

Hi all, I have a payroll query. I had to set up a new employee (using QB Payroll) and had the P45 with a start date of 1 Sept. I duly filed this online with HMRC. I was then told that the employee did some work in August that my client wanted to pay her for immediately, so I did a bacs payment of £190 and though...

jammy_dodger · jammy_dodger

Hi i am still fairly new too sage, so the problem that i have is that sage loads up as a limited company, as i will be a book keeper, how do i change sage to make it not a limited company..if anyone gets what i mean??

Julie · Julie

Good Evening all, I have accquired a new client who has 4 branches/depots. They are currently running Sage and want to be able to see the individual running costs for each branch from general expenses, utilities to wages. Their previous bookkeeper set up the 4 branches expenses in the purchase s...

Suri Amirthan · Suri Amirthan

(1) I have Accrued £100 every month for the last two months for Telephone Now I have received a Phone bill for the last three months ( including this month) for £380 What do I do now? (2) I have made a prepayment of £10000 for insurance, the insurance cover startson01/09/10 and ends in 31/08/11 What journ...

smartin · smartin

Hi Having had some brilliant help from this forum before I am hoping you guys can give me some tips. I started the business in April and have tried all sorts of advertising - which haven't worked! Soooo, I have taken the plunge and started networking - both breakfast and lunch meetings. My problems is.....

BobHarper · BobHarper

Our experience over the last few years is that there is a bit of a love hate relationship between accountants and bookkeepers. We believe accountants should do accounts/tax and bookkeepers should be doing the books and helping clients day-to-day, week-to-week or month-to-month. But, it seems a...

Watbooks · Watbooks

Hi all I should be reaching a level of work soon where I'll have more than I can comfortably handle. Rather than work longer hours or turn down work I was looking at recruiting staff. That way the clients will still be mine. Margin on staff will prob be 10%-20% - realistic? Any advice or experiences? C...

Marky65 · Marky65

Hi I have a client (soon to be ex client) who owes me about £1000 split over three companies going bakc to June 2010. He has now stopped returning calls, emails and letters so I am going to have to look to legal means to try to get my money. My question is, has anybody used the HMCS online services www.hmcour...

Magda · Magda

drew 1,200 cheque for cash and recorded in a Cash Account.The question is how to record it in ledger in double entry format?Then we have some other transactions and another "Half of the remaining cash was paid into the bank".Again there is a cash and Bank account I am confused because all ch...

PhilMcTankup · PhilMcTankup

I keep trying to load a piture for my avatar, but when I click on the button to load a file, nothing happens. I can't even see a list of the Dallas ones widely used to pick from either. What am I doing wrong? I'd like to load a .jpg file from my pc as my avatar, is it ok to do that?

ADAS · ADAS

Here's todays source of confusion What level can ICB members complete corporation tax returns, I was under the impression you couldn't. But BTC Software are now displaying the ICB crest following their review and I didn't see it was limited to SA only. Does that imply members will be able to do CT retu...

Topic		Started By	Replies	Views	Last Post
	Bookkeeping business start up, seriously lacking in experience. (Preview) Hello! My name is Tom and I'm coming up to completing the ICB level 3 Computerised Bookkeeping exam. I have completed Level 1, Level 2 in Manual and Level 2 in Computerised Bookkeeping. My practical experience is limited (12 months worth, 5 years ago). I want to start up my own Bookkeeping business, wi...	Tom H P	7	9414	Fri Oct 1 12:24 2010 by PhilMcTankup
	New Client Checklist (Preview) Hi All I am starting up a new book-keeping business, and am worried that when I drum up the confidence to actually see someone I will forget what info I need from them, is there a checklist type thing available that anyone is aware of? Cheers, Jo	Jo Legg	5	4297	Fri Oct 1 07:00 2010 by Julie
	Sample letters and spreadsheet templates (Preview) Hi all, I have recently set-up a book-keeping practice and have taken on a few clients in the last few months. I was wondering if anybody knew if there was a resource for useful template letters and spreadsheets that could be used for managing our practices and different options to complete our client...	RossDunn	2	2197	Thu Sep 30 18:47 2010 by RossDunn
	Got my practice license, now need to start attracting clients? (Preview) Hello, I have recently recieved my practice license from ICB and have the relevant PI insurance. I have just launched a website, kept it quite basic for now. www.gp-bookkeeping.co.uk Has anyone any ideas on how I should go about finding business, I know a lot of people with links in the construction i...	Gav	9	2273	Thu Sep 30 17:47 2010 by kjmcculloch
	Personal Indeminty Insurance (Preview) Just roughly, does anyone know how much Public and Professional Insurance cost? Are we talking 100's or 1000's? Many thanks	Skyebookkeeper	12	2721	Wed Sep 29 20:59 2010 by Jill Hicks
	Client Charges and a new Bookkeeper questions... (Preview) Hi to all, I am starting the process to work from home, getting the info together, company name, looking at software, website set-up etc, before I go live, hopefully in the next 2-4 months, offering a Bookkeeping service incl. Payroll up here in lovely central Scotland. My background is : done ever...	Jordan	44	15264	Wed Sep 29 13:01 2010 by karenb
	sharing documents (Preview) I think it would be great if there would be a place on this forum where we could share - upload,download - (public) documents,publications,sample letters,etc.	attilabenko	10	2770	Tue Sep 28 21:08 2010 by PhilMcTankup
	Student Book-kepper.. advertising guidance please! (Preview) Hi all ive decided to go self employed in doing book - keeping and VAT returns i am currently studying my final year of AAT. I just wanted to ask peoples advise of how i should advertise... would i say i am a current student of the AAT? should i use a business card? -- Edited by jammy_dodger on Thursday 23rd...	jammy_dodger	4	1732	Tue Sep 28 17:30 2010 by Wella
	Money Laundering Regs - proof of identity (Preview) I was just reading Quentin Pain's website and the bit about Money Laundering and a thought occurred to me about the proof of identity. Is it a requirement that a printed photocopy of a drivers licence/passport be taken - or would a picture of it taken with an Iphone suffice? The picture obviously store...	Peasie	3	2799	Tue Sep 28 17:29 2010 by Peasie
	Payroll query (Preview) Hi all, I have a payroll query. I had to set up a new employee (using QB Payroll) and had the P45 with a start date of 1 Sept. I duly filed this online with HMRC. I was then told that the employee did some work in August that my client wanted to pay her for immediately, so I did a bacs payment of £190 and though...	Stardoe	4	1636	Tue Sep 28 08:20 2010 by Stardoe
	Sage Question (Preview) Hi i am still fairly new too sage, so the problem that i have is that sage loads up as a limited company, as i will be a book keeper, how do i change sage to make it not a limited company..if anyone gets what i mean??	jammy_dodger	3	1952	Mon Sep 27 08:06 2010 by PhilMcTankup
	Sage Help please (Preview) Good Evening all, I have accquired a new client who has 4 branches/depots. They are currently running Sage and want to be able to see the individual running costs for each branch from general expenses, utilities to wages. Their previous bookkeeper set up the 4 branches expenses in the purchase s...	Julie	7	12412	Sun Sep 26 22:56 2010 by Amanda
	Pre payments and Accruals (Preview) (1) I have Accrued £100 every month for the last two months for Telephone Now I have received a Phone bill for the last three months ( including this month) for £380 What do I do now? (2) I have made a prepayment of £10000 for insurance, the insurance cover startson01/09/10 and ends in 31/08/11 What journ...	Suri Amirthan	2	1393	Sat Sep 25 08:29 2010 by PhilMcTankup
	The Minute Speech when Networking (Preview) Hi Having had some brilliant help from this forum before I am hoping you guys can give me some tips. I started the business in April and have tried all sorts of advertising - which haven't worked! Soooo, I have taken the plunge and started networking - both breakfast and lunch meetings. My problems is.....	smartin	19	6501	Fri Sep 24 11:26 2010 by karenb
	Love or hate accountants? (Preview) Our experience over the last few years is that there is a bit of a love hate relationship between accountants and bookkeepers. We believe accountants should do accounts/tax and bookkeepers should be doing the books and helping clients day-to-day, week-to-week or month-to-month. But, it seems a...	BobHarper	4	1791	Wed Sep 22 16:53 2010 by Merlion ABS
	Employing staff (Preview) Hi all I should be reaching a level of work soon where I'll have more than I can comfortably handle. Rather than work longer hours or turn down work I was looking at recruiting staff. That way the clients will still be mine. Margin on staff will prob be 10%-20% - realistic? Any advice or experiences? C...	Watbooks	4	1844	Wed Sep 22 13:50 2010 by Watbooks
	MCOL or Collection Agency (Preview) Hi I have a client (soon to be ex client) who owes me about £1000 split over three companies going bakc to June 2010. He has now stopped returning calls, emails and letters so I am going to have to look to legal means to try to get my money. My question is, has anybody used the HMCS online services www.hmcour...	Marky65	7	2032	Wed Sep 22 12:45 2010 by BackOfficeGroup
	I need explanatioN!!! (Preview) drew 1,200 cheque for cash and recorded in a Cash Account.The question is how to record it in ledger in double entry format?Then we have some other transactions and another "Half of the remaining cash was paid into the bank".Again there is a cash and Bank account I am confused because all ch...	Magda	17	2000	Tue Sep 21 19:11 2010 by Magda
	Help loading avatar (Preview) I keep trying to load a piture for my avatar, but when I click on the button to load a file, nothing happens. I can't even see a list of the Dallas ones widely used to pick from either. What am I doing wrong? I'd like to load a .jpg file from my pc as my avatar, is it ok to do that?	PhilMcTankup	5	2201	Tue Sep 21 07:33 2010 by PhilMcTankup
	ICB - Corporation tax returns (Preview) Here's todays source of confusion What level can ICB members complete corporation tax returns, I was under the impression you couldn't. But BTC Software are now displaying the ICB crest following their review and I didn't see it was limited to SA only. Does that imply members will be able to do CT retu...	ADAS	0	1429	Fri Sep 17 16:04 2010 by ADAS
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