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

Missey · Missey

Hi I have a client who has just started a small beauty business run on a cash basis only (for now). She is really stuck for cash and so rather than having to keep going to the bank to lodge £20 to £30 pounds each day into the business account and then take it out the next day I'm wondering if she should have a re...

ClareB4 · ClareB4

Hi allI am a pretty proficient user of Excel but the new client I've just agreed to work for needs more than I currently know and so I need to go on a course, or use a self study course to get more out of Excel.They use a lot of pivot tables, VLOOOKUP/HLOOKUP etc all of which I am fine with but it's the VBA/Macro...

SunRising1981 · SunRising1981

I'm just starting out on the self-employment route and have a meeting set up with my first potential client but i'm having a bit of a wobble of what to charge. The client would like me to do the general bookkeeping which is about 60 transactions a month, the monthly payroll for 4 employees and the quarter...

kjmcculloch83 · kjmcculloch83

Anyone used these people at pure bookkkeeping? Looking for opinions and reviews. I've watched a few of their videos and attended a webinar but the only reviews I can find are the positive ones on their own website. Kris

Georgie · Georgie

Hi All, I stated a thread on here a while ago about the fixed fee of a client of mine and how I had underestimated the amount of work involved. Well, a few months ago I asked for an increase explaining why and the amount of work I did for them etc etc, I even gave them 2 months notice of the fee increase. But even...

Missey · Missey

Hi I've been keeping a low profile lately and watching all your posts with great interest. The reason for my silence is that I have been pondering whether or not to start a bookkeeping business or not. I had some great advice from Shaun and others a few months back and so I've finally made a decision to...

Sylvia · Sylvia

I have had an email from a client this morning asking about transferring money. I intend to reply that I know nothing about this subject and can not advise him however I would then like to point him in a useful direction. The exact question is "I am going to pay a 10K deposit ... in Ireland this week...

rachel_mclean · rachel_mclean

Hi I wonder if anyone can give me some advice. I am taking over a clients payroll and I need to obtain the employees P11's and obviously I can start the payroll until I have them. My client has asked her accountant for them but the accountant was very snotty about it and said 'no, my work is my work and it rema...

KBS · KBS

I have been approached by a mini cab firm to so their accounts. The owner started trading as a limited company in October last year but has got himself into a bit if a middle, which I am hoping to help out with. He bought the company in last year after having worked with the previous owner. Stupidly he inv...

KBS · KBS

I have been asked how much I charge for certain services. A mini cab driver approached me last week and when I told him £125, he told me I was too high and that his accountant charges £100 and has done for the last 10 years. I politely said that was my fee and carried on. I am based in London, is this too high? I h...

KBS · KBS

I'm taking over the accounts and self assessment for a client. I'm trying to work out if they use the actual cost or mileage rate to account for my clients car expenses. The client has said that she has never been asked for the invoices for MOT, Insurance etc nor for the mileage of her vehicle. The account...

lindyloo · lindyloo

Hello All This is my first post, so I hope it's in the right place. I have a very long standing client - a club/society - whose balance sheet consists solely of assets, liabilities and reserves (no fixed assets). They purchased some property back in 1997 and for some reason this was shown as "Inves...

KBS · KBS

when given receipts for fuel etc. But the car is used on a private basis (say 40%), how do we account for this in sage or any other software package?

KBS · KBS

Can anyone recommend software I could purchase for payroll? I am use to using sage and have been doing any bookkeeping work so far on excel (I have one very small client and one I am waiting for clearance from their previous account who will also be very small). I am looking into adding Payroll onto my lis...

kjmcculloch83 · kjmcculloch83

I don't know if anyone else uses or has looked at QuickFile. I got an email today about QuickFile Affinity, which allows the profession to set up a dashboard to manage multiple companies. They are charging £7.80 a month per company with price breaks at 10, 20, 40 and 80 companies. Given the range of f...

Elaine R · Elaine R

I got details of a potential client off a well known website fully understanding that you win some and loose some. They were advertising as a Sole Trader needing help with year end accounts. Fine so far. I emailed and text the person and a couple of days later got a text back saying they were interested...

pargrey · pargrey

Hi I'm wanting to put my ebay sales into sage daily/weekly. At the moment I enter every sale as an ebay invoice and put the buyers name as the reference but it's got to a point where this is getting too time consuming and I'm looking for a simpler solution? Hoping someone can help? thanks

ChrisA · ChrisA

Hi All Has anyone used the ICB Vistaprint business card templates?

Georgie · Georgie

Hi, Does anyone know what number as an agent I should ring to get advice on a clients PAYE affairs.... I keep getting an overpayment notice and it doesn't make sense. I keep going round in circles on their website! Georgie

rachel_mclean · rachel_mclean

Hi I've got together some references to go on to my website. I'm not sure what to call the page? I don't like 'testimonials' the best I have come up with is 'recommendations' but what does everybody else call it? As my site is quite basic and minimal I don't want to call the page a big long sentence such as '...

Topic		Started By	Replies	Views	Last Post
	Drawings (Preview) Hi I have a client who has just started a small beauty business run on a cash basis only (for now). She is really stuck for cash and so rather than having to keep going to the bank to lodge £20 to £30 pounds each day into the business account and then take it out the next day I'm wondering if she should have a re...	Missey	7	1037	Sat Dec 7 09:36 2013 by stevo5678
	Excel advanced training course required (Preview) Hi allI am a pretty proficient user of Excel but the new client I've just agreed to work for needs more than I currently know and so I need to go on a course, or use a self study course to get more out of Excel.They use a lot of pivot tables, VLOOOKUP/HLOOKUP etc all of which I am fine with but it's the VBA/Macro...	ClareB4	3	832	Thu Dec 5 21:38 2013 by ClareB4
	Potential Client - Opinion Required (Preview) I'm just starting out on the self-employment route and have a meeting set up with my first potential client but i'm having a bit of a wobble of what to charge. The client would like me to do the general bookkeeping which is about 60 transactions a month, the monthly payroll for 4 employees and the quarter...	SunRising1981	9	1086	Wed Dec 4 16:33 2013 by SunRising1981
	Pure Bookkeeping (Preview) Anyone used these people at pure bookkkeeping? Looking for opinions and reviews. I've watched a few of their videos and attended a webinar but the only reviews I can find are the positive ones on their own website. Kris	kjmcculloch83	17	4379	Wed Dec 4 09:15 2013 by myremotequalitybookkeeping
	Fixed Fee.....ooops Part 2 (Preview) Hi All, I stated a thread on here a while ago about the fixed fee of a client of mine and how I had underestimated the amount of work involved. Well, a few months ago I asked for an increase explaining why and the amount of work I did for them etc etc, I even gave them 2 months notice of the fee increase. But even...	Georgie	11	1265	Tue Dec 3 20:15 2013 by MarkS
	BKN cashbook (Preview) Hi I've been keeping a low profile lately and watching all your posts with great interest. The reason for my silence is that I have been pondering whether or not to start a bookkeeping business or not. I had some great advice from Shaun and others a few months back and so I've finally made a decision to...	Missey	5	1050	Mon Dec 2 12:54 2013 by Missey
	Transfer Euros (Preview) I have had an email from a client this morning asking about transferring money. I intend to reply that I know nothing about this subject and can not advise him however I would then like to point him in a useful direction. The exact question is "I am going to pay a 10K deposit ... in Ireland this week...	Sylvia	2	682	Mon Dec 2 12:12 2013 by Sylvia
	Big problem!! uncooperative accountant not releasing paperwork..... (Preview) Hi I wonder if anyone can give me some advice. I am taking over a clients payroll and I need to obtain the employees P11's and obviously I can start the payroll until I have them. My client has asked her accountant for them but the accountant was very snotty about it and said 'no, my work is my work and it rema...	rachel_mclean	10	3127	Wed Nov 27 03:51 2013 by ClareB4
	New client, lots more questions! (Preview) I have been approached by a mini cab firm to so their accounts. The owner started trading as a limited company in October last year but has got himself into a bit if a middle, which I am hoping to help out with. He bought the company in last year after having worked with the previous owner. Stupidly he inv...	KBS	1	889	Mon Nov 25 00:52 2013 by matt123
	A couple of questions re: pricing (Preview) I have been asked how much I charge for certain services. A mini cab driver approached me last week and when I told him £125, he told me I was too high and that his accountant charges £100 and has done for the last 10 years. I politely said that was my fee and carried on. I am based in London, is this too high? I h...	KBS	21	2036	Sat Nov 23 19:30 2013 by RobH
	Taking over accounts from previous accountant (Preview) I'm taking over the accounts and self assessment for a client. I'm trying to work out if they use the actual cost or mileage rate to account for my clients car expenses. The client has said that she has never been asked for the invoices for MOT, Insurance etc nor for the mileage of her vehicle. The account...	KBS	10	2533	Thu Nov 21 04:31 2013 by KBS
	Revision of asset to fixed asset (Preview) Hello All This is my first post, so I hope it's in the right place. I have a very long standing client - a club/society - whose balance sheet consists solely of assets, liabilities and reserves (no fixed assets). They purchased some property back in 1997 and for some reason this was shown as "Inves...	lindyloo	5	1010	Mon Nov 18 07:31 2013 by RobH
	Simple yet possibly a daft question! (Preview) when given receipts for fuel etc. But the car is used on a private basis (say 40%), how do we account for this in sage or any other software package?	KBS	3	774	Mon Nov 18 05:58 2013 by KBS
	Software recommendations (Preview) Can anyone recommend software I could purchase for payroll? I am use to using sage and have been doing any bookkeeping work so far on excel (I have one very small client and one I am waiting for clearance from their previous account who will also be very small). I am looking into adding Payroll onto my lis...	KBS	5	1006	Tue Nov 12 23:57 2013 by MarkS
	QuickFile Affinity (Preview) I don't know if anyone else uses or has looked at QuickFile. I got an email today about QuickFile Affinity, which allows the profession to set up a dashboard to manage multiple companies. They are charging £7.80 a month per company with price breaks at 10, 20, 40 and 80 companies. Given the range of f...	kjmcculloch83	8	2511	Mon Nov 11 23:39 2013 by QuickFile
	Timewasters arrrrrrrgh (Preview) I got details of a potential client off a well known website fully understanding that you win some and loose some. They were advertising as a Sole Trader needing help with year end accounts. Fine so far. I emailed and text the person and a couple of days later got a text back saying they were interested...	Elaine R	3	928	Mon Nov 11 19:00 2013 by Princess
	ebay sales (Preview) Hi I'm wanting to put my ebay sales into sage daily/weekly. At the moment I enter every sale as an ebay invoice and put the buyers name as the reference but it's got to a point where this is getting too time consuming and I'm looking for a simpler solution? Hoping someone can help? thanks	pargrey	9	755	Sat Nov 9 21:30 2013 by pargrey
	Business cards (Preview) Hi All Has anyone used the ICB Vistaprint business card templates?	ChrisA	6	1095	Sat Nov 9 19:34 2013 by ClareB4
	Contacting HMRC (Preview) Hi, Does anyone know what number as an agent I should ring to get advice on a clients PAYE affairs.... I keep getting an overpayment notice and it doesn't make sense. I keep going round in circles on their website! Georgie	Georgie	4	1113	Mon Nov 4 17:27 2013 by Princess
	a word to use instead of testimonials on website?????? (Preview) Hi I've got together some references to go on to my website. I'm not sure what to call the page? I don't like 'testimonials' the best I have come up with is 'recommendations' but what does everybody else call it? As my site is quite basic and minimal I don't want to call the page a big long sentence such as '...	rachel_mclean	6	939	Mon Nov 4 03:35 2013 by ClawzCTR
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