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

richard2013 · richard2013

Hi everybody I know that you get newbies and wannabe bookkeepers like me every passing minute, but I beg your patience. I am Richard and an AAT student doing the technician diploma. I've worked a couple of months for a bookkeeper but that job ended and I wish to set up on my own full or part time since I only...

rachel_mclean · rachel_mclean

Hi, how can I find out if a partnership is cash accounting or not for VAT? taken on a new client (have to get the vat return done this weekend) and hoping it's a case of getting everything on from the bank statement for their vat return. How can I find out if they are cash accounting or not? is it somewhere obv...

rachel_mclean · rachel_mclean

Hi I have a new client and I am filing her tax return for her, she has property income which is fine I've done all of that. The complicated thing is her employment income, she is given an amount for mileage (all part of her job) which is on her payslip every month but is not calculated in her taxable pay i.e...

rachel_mclean · rachel_mclean

Hi, I've been doing the bookkeeping for a partnership on Sage and I have no idea how I can record drawings and when a partner pays for business expenses with their own personal money. How do I record (in Sage) a partner paying for things from his own personal money? Do I make a journal CR partners capit...

Nikola · Nikola

Hiya I had a meeting with my very first client today regarding their payroll. The meeting was a success and i am waiting for a call so i can meet the client along with the accountant to discuss the documents i require. Off the top of my head, this is what i need for processing payroll: YTD Figures Employee d...

FoxAccountancyServices · FoxAccountancyServices

Hi All New admin moment over here..... Last October, I completed a letter of engagement on 13.10.13 for a new client. It stated that he had instructed us to do his accounts and CT600, the first period being 31.03.13, but stated that the client was responsible for completing and submitting their own V...

Nikola · Nikola

I have my very first meeting with a client on Tuesday to discuss taking over their payroll and what to charge. So far i have established their accountant completes the payroll, and they currently have printed payslips. They want to move away from printed payslips and switch to electronic. My questio...

Beste · Beste

Hi, I am doing my first job as a bookkeeper. My client was registered with HMRC at the end of Sept 14 and needs tax return submitted - registered for online returns too. She is yet to receive any communication from HMRC. How long does this normally take? Should she call them considering the deadline is f...

StuartAnder · StuartAnder

Hi, Just wondered if anyone had experience of using the Company return software? Can you upload a TB? Is it easy to use? Thanks Stuart

Dev86 · Dev86

Evening, I have a client who is a soletrade carpententer. If he has invoiced for 8k and has received an interim payment of 4k Can i recognise the full 8k as revenue for his year end p&l on the basis that it is extremely likely that he will pull all this money ? Thanks

Georgie · Georgie

Hi everyone, What do you do if a client won't do a stock take and says it's more or less the same as last year? Georgie

TippersR · TippersR

Dear All, I thought i'll put this out there and see what I get back. So I am studying to become a self employed book keeper for Self employed/partnerships and not for profit also offer tax returns, on the side of my full time employment - I'm looking to raise and extra income of around £500P/M - I'm draf...

MaryChristina · MaryChristina

Hi, I have a new client asking me to make payments from their bank account using their login details. I'm not really comfortably with this and for now I will ask them to log in to the account and also to sign paperwork to approve payments. It'd be really great to know what experience others have had on ma...

StuartAnder · StuartAnder

Hi Has anyone had any enquires for you to check a clients work for them to advise if they are doing things correctly? What would you charge if you had this type of enquiry. I know it depends on a lot of other things but just wondered. Thanks Stuart

Nikola · Nikola

Good Evening, Would anyone mind kindly sharing a letter of engagement for Bookkeeping and payroll as a basis for what i need to write. I am unsure of how to word the letter and dont want to miss anything out and get off to a bad start. TIA

Dinky · Dinky

I currently do some outsourcing for a a small independent practice. I have found another similar practice that would like me to do some work for them on a subcontract basis, but the drawback for me is that they want exclusivity. Apart from the fact that I don't want to agree to this and have told them so,...

David Ballantyne · David Ballantyne

Hello all, I have applied to AAT for a practising certificate and part of the initial feedback is that they won't authorise me to do tax work. To become authorised to do tax work I must carry out tax work under supervision of a qualified accountant experienced in tax. I would not be allowed to charge fo...

StuartAnder · StuartAnder

Hi guys, Probably a bit random, but what do you guys do/say in order to sell your self to perspective clients? Sorry if its random and annoying, just wondered if there were any techniques anyone adopts..

Rocket · Rocket

Hi all. My father owns a bookkeeping company and asked me to continue the business. But I am not an accountant/bookkeeper. Currently he's the accountant/bookkeeper and has a couple of employees under him. If I accept, the only way that I can do it, is by hiring a new head accountant/bookkeeper and one...

rachel_mclean · rachel_mclean

Hi I have a new client who is a limited company and has one employee. At the minute she is taking money out of the company as and when she needs it as drawings. Does she need to be on the payroll? and also can a director take drawings even if the company is not making a profit yet and will this count as dividend...

Topic		Started By	Replies	Views	Last Post
	AAT Level 4 Student wants to be self-employed (Preview) Hi everybody I know that you get newbies and wannabe bookkeepers like me every passing minute, but I beg your patience. I am Richard and an AAT student doing the technician diploma. I've worked a couple of months for a bookkeeper but that job ended and I wish to set up on my own full or part time since I only...	richard2013	8	1805	Fri Oct 24 11:58 2014 by richard2013
	how can I find out if a partnership is cash accounting for VAT? (Preview) Hi, how can I find out if a partnership is cash accounting or not for VAT? taken on a new client (have to get the vat return done this weekend) and hoping it's a case of getting everything on from the bank statement for their vat return. How can I find out if they are cash accounting or not? is it somewhere obv...	rachel_mclean	4	798	Thu Oct 23 17:17 2014 by Cheshire
	Ahh mileage allowance given but not in taxable pay - how do I deal with this please??? (Preview) Hi I have a new client and I am filing her tax return for her, she has property income which is fine I've done all of that. The complicated thing is her employment income, she is given an amount for mileage (all part of her job) which is on her payslip every month but is not calculated in her taxable pay i.e...	rachel_mclean	2	577	Thu Oct 23 15:02 2014 by rachel_mclean
	How to record drawings and capital introduced in Sage (partnership)???? (Preview) Hi, I've been doing the bookkeeping for a partnership on Sage and I have no idea how I can record drawings and when a partner pays for business expenses with their own personal money. How do I record (in Sage) a partner paying for things from his own personal money? Do I make a journal CR partners capit...	rachel_mclean	5	2144	Thu Oct 23 07:54 2014 by rachel_mclean
	Can i check i have everything in place (Preview) Hiya I had a meeting with my very first client today regarding their payroll. The meeting was a success and i am waiting for a call so i can meet the client along with the accountant to discuss the documents i require. Off the top of my head, this is what i need for processing payroll: YTD Figures Employee d...	Nikola	2	611	Tue Oct 21 21:25 2014 by Nikola
	LOE - Adding new services (Preview) Hi All New admin moment over here..... Last October, I completed a letter of engagement on 13.10.13 for a new client. It stated that he had instructed us to do his accounts and CT600, the first period being 31.03.13, but stated that the client was responsible for completing and submitting their own V...	FoxAccountancyServices	2	618	Mon Oct 20 17:43 2014 by lainy
	Meeting with first client - Help! (Preview) I have my very first meeting with a client on Tuesday to discuss taking over their payroll and what to charge. So far i have established their accountant completes the payroll, and they currently have printed payslips. They want to move away from printed payslips and switch to electronic. My questio...	Nikola	4	883	Wed Oct 15 22:39 2014 by Cheshire
	Help! My first bookkeeping job and I dont know if we are registered with HMRC yet (Preview) Hi, I am doing my first job as a bookkeeper. My client was registered with HMRC at the end of Sept 14 and needs tax return submitted - registered for online returns too. She is yet to receive any communication from HMRC. How long does this normally take? Should she call them considering the deadline is f...	Beste	4	989	Wed Oct 15 18:50 2014 by Cheshire
	Anyone used Quality Management Software Ltd (Preview) Hi, Just wondered if anyone had experience of using the Company return software? Can you upload a TB? Is it easy to use? Thanks Stuart	StuartAnder	2	635	Wed Oct 15 14:38 2014 by StuartAnder
	Revenue recognition (Preview) Evening, I have a client who is a soletrade carpententer. If he has invoiced for 8k and has received an interim payment of 4k Can i recognise the full 8k as revenue for his year end p&l on the basis that it is extremely likely that he will pull all this money ? Thanks	Dev86	2	859	Wed Oct 15 00:01 2014 by Shamus
	Stock take (Preview) Hi everyone, What do you do if a client won't do a stock take and says it's more or less the same as last year? Georgie	Georgie	5	817	Mon Oct 13 15:08 2014 by RobH
	Costings (Preview) Dear All, I thought i'll put this out there and see what I get back. So I am studying to become a self employed book keeper for Self employed/partnerships and not for profit also offer tax returns, on the side of my full time employment - I'm looking to raise and extra income of around £500P/M - I'm draf...	TippersR	4	907	Sun Oct 12 20:37 2014 by Stardoe
	Accessing client bank accounts (Preview) Hi, I have a new client asking me to make payments from their bank account using their login details. I'm not really comfortably with this and for now I will ask them to log in to the account and also to sign paperwork to approve payments. It'd be really great to know what experience others have had on ma...	MaryChristina	8	1290	Sun Oct 12 11:24 2014 by MaryChristina
	checking a clients work (Preview) Hi Has anyone had any enquires for you to check a clients work for them to advise if they are doing things correctly? What would you charge if you had this type of enquiry. I know it depends on a lot of other things but just wondered. Thanks Stuart	StuartAnder	2	877	Thu Oct 9 13:50 2014 by ShazZ
	Letter of Engagement (Preview) Good Evening, Would anyone mind kindly sharing a letter of engagement for Bookkeeping and payroll as a basis for what i need to write. I am unsure of how to word the letter and dont want to miss anything out and get off to a bad start. TIA	Nikola	2	940	Wed Oct 8 19:12 2014 by Nikola
	Sub contracting and exclusivity (Preview) I currently do some outsourcing for a a small independent practice. I have found another similar practice that would like me to do some work for them on a subcontract basis, but the drawback for me is that they want exclusivity. Apart from the fact that I don't want to agree to this and have told them so,...	Dinky	1	743	Wed Oct 8 08:51 2014 by Amanda
	I need a mentor in tax (Preview) Hello all, I have applied to AAT for a practising certificate and part of the initial feedback is that they won't authorise me to do tax work. To become authorised to do tax work I must carry out tax work under supervision of a qualified accountant experienced in tax. I would not be allowed to charge fo...	David Ballantyne	4	1019	Sat Oct 4 20:28 2014 by David Ballantyne
	Selling your self to clients (Preview) Hi guys, Probably a bit random, but what do you guys do/say in order to sell your self to perspective clients? Sorry if its random and annoying, just wondered if there were any techniques anyone adopts..	StuartAnder	10	1643	Thu Oct 2 00:57 2014 by RedTapeDoc
	Should I continue bookkeeping business as a manager, (without bookkeeping knowledge) (Preview) Hi all. My father owns a bookkeeping company and asked me to continue the business. But I am not an accountant/bookkeeper. Currently he's the accountant/bookkeeper and has a couple of employees under him. If I accept, the only way that I can do it, is by hiring a new head accountant/bookkeeper and one...	Rocket	4	871	Tue Sep 30 17:16 2014 by Rocket
	Payroll - does a director need to be on the payroll? (Preview) Hi I have a new client who is a limited company and has one employee. At the minute she is taking money out of the company as and when she needs it as drawings. Does she need to be on the payroll? and also can a director take drawings even if the company is not making a profit yet and will this count as dividend...	rachel_mclean	1	657	Tue Sep 30 12:51 2014 by Shamus
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