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Post Info TOPIC: Estimation of charge for work and advice please
KHagland


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Estimation of charge for work and advice please
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Hello everyone,

I have a client who I haven't started working for yet and they are looking for an estimate of cost for the work they want me to complete.

The job is as follows:

Monthly income statement showing actual receipts against budget figures with 8 different types of income.

Monthly expenditure statement with 8 different sections of income such as letting houses, Trust funds and two houses.

A consolidated P&L for each category of income and expenditure.

A quarterly balance sheet showing all major assets, liquidity and net worth.

This is for an individual not a company.  All data would be entered onto Sage intially and I would extract my figures from Sage.

I am Level 3 qualified bookkeeper but I have not completed work of this level before, does anyone have any suggestions on how to produce these reports (would Sage run this amount of detail?) or where to start.

Also how much time would you expect this to take?

 

Many thanks for any help

Kelly



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Kelly

www.aandrbookkeeping.co.uk
kjmcculloch83


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What number of transactions are we talking about?

Kris

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Peasie


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KHagland wrote:

I am Level 3 qualified bookkeeper 

 Time to update your website then - it still states Level 2 smile



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KHagland


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kjmcculloch83 wrote:

What number of transactions are we talking about?

Kris

 To be honest I'm not sure as I haven't seen any of the paperwork yet but all transactions will already be entered into Sage by someone else. They just want be to provide the reports.

 

Kelly



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Kelly

www.aandrbookkeeping.co.uk
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