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L Grunfeld


Newbie

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Taking on a new client......
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Hi,

I have recently started my own free lance bookkeeping service and am about to take on a new client who wants to start using sage (which I am familiar with) we will be setting this up from his new financial year which is April 1st 2013.... What I would like to know is at the moment he uses Sage Pay and extracts reports monthly to see his figures etc.  What would be the best way to start them on sage. Sorry if it seems a silly question. As I have never taken on a client who is not already up and running with Sage I am slightly confused as to what info I will need to record initially :/

This company does not really have debtors as such as its an online shop only really has one major supplier.

Any info would be very much appreciated :D

Thanks 

 

 

 

 



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HendyPhilhendy


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Why does the client want to use Sage? Why not look at other systems and give a recommendation based on what would suit the business best?

I would say a bit more information is required such as the nature of transactions, if it is cash/web sales (often main reason for SagePay) then their may be no need for a debtors ledger. A suppliers ledger may well be required so adding relevant supplier to that is important.

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Phil Hendy, The Accountancy Mentor

Are you thinking of setting up your own practice or have you set up and need some help?

If so a mentor may be the way forward - feel free to get in touch and see how I can assist you. 

 
MarkS


Expert

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As Phil says you need to see what the client needs and then recommend the best accounting package to suit them.

Main systems to use are

1. Excel spreadsheets

2. SAGE or Quickbooks for a desktop accounts package

3. Xero, Kashflow, Freeagent or SAGEone for a cloud accounts package.

Regards

Mark



__________________

Mark Stewart CA

http://stewartaccounting.co.uk/

Providing accounting, bookkeeping, payroll and tax services to small and medium sized businesses across Central Scotland and beyond.
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