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RossDunn


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Sample letters and spreadsheet templates
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Hi all,

I have recently set-up a book-keeping practice and have taken on a few clients in the last few months. I was wondering if anybody knew if there was a resource for useful template letters and spreadsheets that could be used for managing our practices and different options to complete our clients records other than purchased software.

Maybe an idea for the Book-keepers forum to help us members with.

What does everybody think?

Regards,

Ross

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kjmcculloch


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I know it's not free, but it is cheap. I use a package called Amphis Customer. It's £100 and does most things my practice needs.

I did have an array of spreadsheets and databases, but it's so much hassle when you can buy something and spend more time building a client base.

Kris

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Kris McCulloch 
Tel: 01563 370123

The views expressed in this post are my own personal (HRA protected) views, and are not representative of any organisation I have any involvement with.
RossDunn


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Posts: 41
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Thanks Kris

I will take a look, I am currently using a variety of excel speadsheets that work ok but thought that the more experienced forum members would have better way than me.

Ross

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