I have a client that currently uses tasbook, also known as FirstBooks. Their year end is 5th April 2014, they are registered as a sole trader. I have been doing there accounts for a few months now and whilst I can use this package competently, I feel their requirements would be better suited to Sage. Sage Instant would suffice and they are happy to change over but I wanted to leave it until year end before changing over.
What would the procedure be for this? I know I would need to set all the customers up on the new software and enter opening balances. Would I run the previous software alongside so that I have specific records of this year debtors list or is there another way around it?
They currently use a word template to produce invoices. Obviously these are then passed on to me to input into the software. They are wanting me to take on the invoicing, which is fine by me, I just feel that it is a waste of time if I am doing the invoicing to do it by word and then input it when the software can do all that in far less time. Also they are wanting statements to be sent out to customers which is not currently being done.
Why no use a cloud based system? That way you can both log into it, it has all the functions of sage and quickbooks yet the flexibility to be used anywhere on anydevice and not just in the office... that way you get a list of invoices sent to you then you produce them on the software and email out. Client can keep an eye on the ins and outs of the business just by logging in, and if the get big enough to start using VAT then that can be done through it too!
Have a look at all the cloud solutions available, Xero, Quickbooks, Kashflow, Sage.... have a go.. :)
I currently use Kashflow with another client and I do find it very easy and user friendly. I have recommended a cloud based system but I visit them so not really necessary.
Do you use Kashflow? Could do with some advice...?
-- Edited by KBS on Thursday 30th of January 2014 09:00:39 PM
