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robbiew


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Clients info
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When it's time to hand your clients bit & pieces to their accountant, how do they generally prefer to receive it..as excel spreadsheets on disk or hard copies?

Thanks!

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SarahT


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Hi Robbie,

Without a shadow of a doubt always give the accountant the spreadsheets on a CD or floppy. This way they can amend the data if necessary and pull off the info needed for the various sections of the accounts working papers file.

I promise they will thank you for this!

Sarah



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robbiew


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Thank you for your reply Sarah..I needed to know as I was planning on buying some accounts software which, as far as I can workout, doesn't allow you to save information to a spreadsheet.

Tis a good idea keeping the accountant happy methinks!

Thanks again.

Rob



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