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

lor · lor

I thought I would share the news with you that I have my first client who is a farmer, I think I will have some questions soon!

gerry · gerry

Hello everyone I am about to start my own bookkeeping business, I have no qualifications but lots of experience. My accountant friend (mentor if you like) has put a spanner in the works and advised me to set my sights higher than a bookkeeper and market myself as a financial controller. He has worked wi...

Mr Topps · Mr Topps

Hello All, has anyone ever been involved with an R&D claim 9Research and development). I used to work for a company a couple of years ago who always claimed some of their employees wages back through R&D. Can anyone help me with this i.e. info? Kind Regards Darren

Marky65 · Marky65

Hi As I have just received my latest list of new businesses in my area of Plymouth I was wondering whether anyone else here who subscribed to it has had any success, I haven't yet. It would be interesting to hear any thoughts on it, since it has been a couple of months since it was brought to our attention...

lor · lor

Hi There, When you visit a client for the first time what do you do and what do you ask. I want to be ready for when I do actually visit a client and want to appear professional. What should I take along with me? what do I need from the client at this stage? Sorry for the questions it may seem obvious but I am new t...

gerry · gerry

Hello there, I hope that someone can help me as I am new to this forum and am in a dilema. I feel I need to give a little background so you can understand my situation. I was made redundant last year whilst I was working as Accounts Manager in charge of $20million accounts and three staff, I have therefore d...

gerry · gerry

Hi, can someone please help. I posted some questions this morning but have since read topics on the forum and am now completly confused. I want to start my own bookkeeping/financial controller business and have 8 years experience as an accounts manager in charge of $20 million accounts. I have been t...

GRDCredit · GRDCredit

Have a look here: http://www.tenderwarehouse.co.uk/index.html and then type 'bookkeeper' in the search box. Good luck!

Marky65 · Marky65

Hi I am due to be going out to see a potential new client within the next week and they are currently trying to decide if they want to go sole trader/partnership or Ltd Company, as I am not authorised I will not be giving any advice on this. I am just after their books & self assessment if they stay sole tr...

Davey · Davey

Can someone please give me some advise. I have completed some bookkeeping for a friend and although all his sales have been recorded as he mainly deals in cash sales his Purchases and Expenses invoices are not as he has lost some of these quite a few by the look of the figures. I have run off a Profit & L...

Marky65 · Marky65

Hi Does anyone know whether it is compulsory for bookkeepers to register to the Information Commissioners Office for the Data Protection Act. Thanks Mark

johnhilton · johnhilton

Hi everyone, I recently completed my ICB level 1 mock exam and in it was an exercise that I simply couldn't work out.It showed an invoice that had been added up incorrectly, there was 5% discount which had been ADDED to the value and the VAT had been taken off the value.I had to state wether or not I would au...

Anne73 · Anne73

Hi all, im new to this site so please be gentle, after passing my icb level 2 exams i decided to start up on my own im registered with icb and have all the legal requirements. bearing in mind i have no experience through friends and family i have just got my first 2 clients!!!! one is paying one is more of a tr...

Denise · Denise

Hi all, I have just taken on my first paying client, but after seeing 2 years worth of receipts and tiny screwed up scraps of paper I am starting to panic. He just wants me to summarize them onto a spreadsheet but there is allsorts here and as he is a musician there is also receipts from abroad. He says he ju...

Davey · Davey

With regard to accounting software some produce year end Profit & Loss Reports All is fine providing all information is supplied by clients . I have a particular enquiry where the sales are all provided but the expense invoices are not. I have a situation where a friend has lost his Purchases inv...

Cath · Cath

Hi I've just 'gained' my first client who runs a photography business. His accountant has recommended Sage Instant Accounts which he has now purchased and is using mainly for invoices to customers. Do I need to get this software aswell to work with, and if I do, can I use it for other clients I may get...

kjmcculloch · kjmcculloch

Just like the title says. I've noticed from my welcome post that many of us are in the same boats starting out, so to everyone who has been going for a wee while. Whats the most worth while advertising/promotion you've done, and what advertising got you your first real client? Kris

Doug75 · Doug75

Hi all, I'm new to this forum and finding it really interesting and helpful. I'm really keen to set up a bookkeeping business and I'm investigating different options. I've come across a website for a franchise called 'Crunchers'. Has anyone heard of them? Would be especially interested to hear fro...

kjmcculloch · kjmcculloch

Hi, I'm at the stage now where I'm putting things in place for my startup. I'm looking to get my bank account setup in the next fortnight. I don't think I need anything too complex. My question, who do you bank with for your business, how do you find them and do they offer free banking? Kris

Pammy · Pammy

Hi everybody, What I would like to know is, do all you self employed working from home have re-inforced ceilings. I am requested by ICB to register under the data protection act. Not only does this involve paying a yearly some of £35, but I see that I have to obtain a fire proof safe for up to 30 mins for ALL d...

Topic		Started By	Replies	Views	Last Post
	first client at last yippee!! (Preview) I thought I would share the news with you that I have my first client who is a farmer, I think I will have some questions soon!	lor	9	1865	Tue Jul 7 09:36 2009 by lor
	Bookkeeper or Financial Controller? (Preview) Hello everyone I am about to start my own bookkeeping business, I have no qualifications but lots of experience. My accountant friend (mentor if you like) has put a spanner in the works and advised me to set my sights higher than a bookkeeper and market myself as a financial controller. He has worked wi...	gerry	4	2700	Mon Jul 6 10:01 2009 by gerry
	R&D Reclaim ??? (Preview) Hello All, has anyone ever been involved with an R&D claim 9Research and development). I used to work for a company a couple of years ago who always claimed some of their employees wages back through R&D. Can anyone help me with this i.e. info? Kind Regards Darren	Mr Topps	3	2498	Sat Jul 4 12:07 2009 by stevewalter
	Michrome (Preview) Hi As I have just received my latest list of new businesses in my area of Plymouth I was wondering whether anyone else here who subscribed to it has had any success, I haven't yet. It would be interesting to hear any thoughts on it, since it has been a couple of months since it was brought to our attention...	Marky65	3	2504	Fri Jul 3 22:24 2009 by stephen72
	meeting clients - initial meeting (Preview) Hi There, When you visit a client for the first time what do you do and what do you ask. I want to be ready for when I do actually visit a client and want to appear professional. What should I take along with me? what do I need from the client at this stage? Sorry for the questions it may seem obvious but I am new t...	lor	14	3114	Thu Jul 2 21:40 2009 by steve12
	please help - where do I start? (Preview) Hello there, I hope that someone can help me as I am new to this forum and am in a dilema. I feel I need to give a little background so you can understand my situation. I was made redundant last year whilst I was working as Accounts Manager in charge of $20million accounts and three staff, I have therefore d...	gerry	4	2095	Mon Jun 29 19:18 2009 by gerry
	Please help - starting up (Preview) Hi, can someone please help. I posted some questions this morning but have since read topics on the forum and am now completly confused. I want to start my own bookkeeping/financial controller business and have 8 years experience as an accounts manager in charge of $20 million accounts. I have been t...	gerry	6	2251	Mon Jun 29 14:35 2009 by gerry
	Heads up to anyone in the Leicester area... (Preview) Have a look here: http://www.tenderwarehouse.co.uk/index.html and then type 'bookkeeper' in the search box. Good luck!	GRDCredit	2	3799	Sun Jun 28 08:45 2009 by GRDCredit
	Potential new client & ltd company (Preview) Hi I am due to be going out to see a potential new client within the next week and they are currently trying to decide if they want to go sole trader/partnership or Ltd Company, as I am not authorised I will not be giving any advice on this. I am just after their books & self assessment if they stay sole tr...	Marky65	6	4131	Sun Jun 28 00:08 2009 by Tombombadil
	Incomplete records (Preview) Can someone please give me some advise. I have completed some bookkeeping for a friend and although all his sales have been recorded as he mainly deals in cash sales his Purchases and Expenses invoices are not as he has lost some of these quite a few by the look of the figures. I have run off a Profit & L...	Davey	2	2235	Thu Jun 11 17:31 2009 by Davey
	Data Protection Act (Preview) Hi Does anyone know whether it is compulsory for bookkeepers to register to the Information Commissioners Office for the Data Protection Act. Thanks Mark	Marky65	4	2314	Thu Jun 11 13:50 2009 by Terri
	Invoice errors (Preview) Hi everyone, I recently completed my ICB level 1 mock exam and in it was an exercise that I simply couldn't work out.It showed an invoice that had been added up incorrectly, there was 5% discount which had been ADDED to the value and the VAT had been taken off the value.I had to state wether or not I would au...	johnhilton	2	1840	Tue Jun 9 11:38 2009 by brog13
	Excel spreedsheets (Preview) Hi all, im new to this site so please be gentle, after passing my icb level 2 exams i decided to start up on my own im registered with icb and have all the legal requirements. bearing in mind i have no experience through friends and family i have just got my first 2 clients!!!! one is paying one is more of a tr...	Anne73	6	2544	Sun Jun 7 11:06 2009 by Denise
	First client at last! (Preview) Hi all, I have just taken on my first paying client, but after seeing 2 years worth of receipts and tiny screwed up scraps of paper I am starting to panic. He just wants me to summarize them onto a spreadsheet but there is allsorts here and as he is a musician there is also receipts from abroad. He says he ju...	Denise	19	2774	Sat Jun 6 11:27 2009 by Denise
	Accounting Records. (Preview) With regard to accounting software some produce year end Profit & Loss Reports All is fine providing all information is supplied by clients . I have a particular enquiry where the sales are all provided but the expense invoices are not. I have a situation where a friend has lost his Purchases inv...	Davey	4	2076	Thu Jun 4 08:14 2009 by Davey
	Sage Instant Accounts query (Preview) Hi I've just 'gained' my first client who runs a photography business. His accountant has recommended Sage Instant Accounts which he has now purchased and is using mainly for invoices to customers. Do I need to get this software aswell to work with, and if I do, can I use it for other clients I may get...	Cath	5	2489	Sat May 30 21:48 2009 by kjmcculloch
	Whats the best advertising you've done? (Preview) Just like the title says. I've noticed from my welcome post that many of us are in the same boats starting out, so to everyone who has been going for a wee while. Whats the most worth while advertising/promotion you've done, and what advertising got you your first real client? Kris	kjmcculloch	10	3646	Sat May 30 10:03 2009 by Terri
	Crunchers franchise (Preview) Hi all, I'm new to this forum and finding it really interesting and helpful. I'm really keen to set up a bookkeeping business and I'm investigating different options. I've come across a website for a franchise called 'Crunchers'. Has anyone heard of them? Would be especially interested to hear fro...	Doug75	19	13256	Fri May 29 19:42 2009 by lor
	Best Business Bank Account (Preview) Hi, I'm at the stage now where I'm putting things in place for my startup. I'm looking to get my bank account setup in the next fortnight. I don't think I need anything too complex. My question, who do you bank with for your business, how do you find them and do they offer free banking? Kris	kjmcculloch	7	2350	Wed May 27 16:02 2009 by Suffolker
	DATA PROTECTION (Preview) Hi everybody, What I would like to know is, do all you self employed working from home have re-inforced ceilings. I am requested by ICB to register under the data protection act. Not only does this involve paying a yearly some of £35, but I see that I have to obtain a fire proof safe for up to 30 mins for ALL d...	Pammy	5	2212	Fri May 22 19:20 2009 by Pammy
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