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Post Info TOPIC: Your System


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Your System
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Hi

I'm a newly established bookkeeper starting to take on clients now.

Would anyone mind sharing their generalised system or order they do things in from receving the paperwork to Final accounts/TB.

 

I just produced accounts for my first client up to Final account stage, but I felt I could have done it in a much more efficient way - i therefore charged him less because of this.

I understand that some of it is just personal preference or down to experience, but having some insight from other bookkeeper's systems could be handy!

 

Cheers,

 

Andy

 



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Hi Andy

There is no set way to do a job because each job is different. Some require bookkeeping to be done, before the accounts can really be started. Others come in as a TB. One can be straightforward and you go through the motions and others can be tedious and long winded.

There are a million ways to answer this question, really - and I couldnt even be sure I was answering it correctly, in terms of what you specifically want to know - so maybe just a tad more information?  Perhaps, explain how you did your job, and why you thought it was not efficient?

Thanks



-- Edited by FoxAccountancyServices on Saturday 28th of June 2014 11:50:28 PM

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