As a finance officer of a local charity I use a purchase day book as a log of invoices received and a manual cash book. I then enter the invoices etc. to Sage. As I find this method very thorough I am replicating it with my private clients but I am finding this really slows down inputting do other people do this or do most just input from the source documents and bank statements?
Also, although I do payroll in my 'JOB' I don't really want to do this for potentially lots of clients, do other people use a payrollbureau and if so which ones?
I have always entered invoices etc., from source as for me it eliminates any errors. My day job is as a bookkeeper and I took over the job from a lady who seemed obsessed with numerous day books but then entered details onto Sage.
I am all for cutting out unnecessary tasks, and streamlining my job and entering at source best works for me. Also, if you look to stream line your operation, you can take on more clients and still provide an efficient service to them.
As for your payroll, this is something I am looking to provide for my own private clients as bookkeeping and payroll go hand in hand and you can offer a complete package.
