The Book-keepers Forum (BKF)

Post Info TOPIC: What do you do for your clients?


Veteran Member

Status: Offline
Posts: 37
Date:
What do you do for your clients?
Permalink Closed


I'm just after a few pointers really, I;ve just passed my Level 1 ICB and have my level 2 computerised at home and manual booked in for next month.

I would like to work even if only for a few people at first as a book-keeper, I currently do my partners books manually and I work as an accounts assistant in a busy signmakers and am studying AAT.

What do clients expect you to do with their books, I assume most will be computerised? I can draw up a P&L and a balance sheet, do bank rec's and VAT returns but is there more to it than this?

__________________


Senior Member

Status: Offline
Posts: 357
Date:
Permalink Closed

HI

Some clients would require payroll. If you are studying with ICB and you have a practising certificate I believe (best check with ICB if this is still the case) that you must not offer Payroll Services unless you have passed the ICB Diploma in Payroll. If you have payroll experience would say this exam is quite easy to do and is home based can be done at any time and well worth the cost of the exam. If you do not want to do the exam and you have clients who require payroll services you could always outsource this to someone else who are able to offer the payroll service but the drawback of this is that client may prefer one person to do everything including payroll (or if you outsource person may try and steal client from you so you would have to find someone who you could trust).

Alison

__________________


Member

Status: Offline
Posts: 6
Date:
Permalink Closed

Hi Sarah,

I recently wrote an article about what a bookkeeper does. It talks mainly about what the bookkeeper does to get the financial statement information.  You can read it here:

http://www.1stratebooks.com/bookkeeper-duties.html



__________________
Sylvia
___________________________________

http://www.GetBookkeepingClients.com


Veteran Member

Status: Offline
Posts: 37
Date:
Permalink Closed

Thanks for the replies, I'll take a look at that article. I'm sure I do know what to do but its the old self confidence muttering in the background that I don't!!

__________________


Member

Status: Offline
Posts: 13
Date:
Permalink Closed

Lots of opportunities at the moment for a bit more - credit control, budgeting etc in these challenging times bookkeepers can add huge value.

Jason Dormer
www.seahorseuk.co.uk


__________________
Seahorse (UK) Limited - Support for Bookkeepers and Accountants
www.seahorseuk.co.uk
01268 417631
Page 1 of 1  sorted by
 
Quick Reply

Please log in to post quick replies.

Tweet this page Post to Digg Post to Del.icio.us
Members Login
Username 
 
Password 
    Remember Me  
©2007-2024 The Book-keepers Forum (BKF). All Rights Reserved. The Book-keepers Forum (BKF) is a trading division of Bookcert Ltd. Registered in England Company Number 05782923. 2 Laurel House, 1 Station Rd, Worle, Weston-super-Mare, North Somerset, BS22 6AR, United Kingdom. The Book-keepers Forum and BKF are trademarks of Bookcert Ltd. This forum is a discussion forum only. There will usually be more than one opinion to any question and any posting should not be viewed as a definitive solution. No responsibility for loss occasioned to any person acting or refraining from action as a result of any posting on this site is accepted by the contributors or The Book-keepers Forum. In all cases, appropriate professional advice should be sought before making a decision. We reserve the right to remove any postings which are offensive, libellous, self-promoting or engaged in covert marketing. We will not notify users of removals. The views expressed in the forum posts are those of the individual and do not necessary reflect or agree with those of The Book-keepers Forum. Any offensive or unsuitable posts will be removed by the moderators. Any reader of this forum can request for a post to be looked into by sending an email to: bookcertltd@gmail.com.

Privacy & Cookie Policy  About