The Book-keepers Forum (BKF)
The Book-keepers Forum (UK) -> General Book-keeping & Accounting -> Newbie question
Post Info TOPIC: Newbie question
edwardii


Newbie

Status: Offline
Posts: 1
Date:
Newbie question
Permalink Closed

Hi,

I am new to the forum.  I have completed Level 2 and am studying Level 3.  I have experience from my last job as the bookkeeper and my old accountant who runs his own business has offered to mentor me through to getting AATQB and hopefully starting my own business.  

He has offered me one of his clients to get me started, and I have a question that I hope someone can help with.  His client has an old boatyard business, and they have done their books manually for years.  The younger son is taking over and wants to get the books computerised and I have been offered the chance to do this.

I know there are questions I need to ask, type of business, customers, suppliers, accounts, balances etc, but I wondered if there was a template of what to ask and what is needed to ensure I don't miss anything.  I know doing this mid year is going to be difficult but he wants it done now rather than waiting till April.  This is the type of client I will be after so it is a good start for me, and my accountant friend will check my work and mentor me.

So if anyone has any guides/templates that I can use, I would be very grateful.

 



__________________
Cheshire


Master Book-keeper

Status: Offline
Posts: 8646
Date:
Permalink Closed

Hi Chris/Edward?
Can you pop your first name into the signature bar so that it appears on all your posts please (via edit profile----> signatures).

So which exams have you still got to take at level 3?

Do you have MLR cover yet and PII insurance?

Re the boatyard business - is it Limited or sole trader? Is it VAT registered? Does it carry lots of stock and rent out berths to clients?

Sorry I know it's questions back at you, but I think the answers to those are importantant for us to understand in the first place.



__________________

 Joanne 

Winner of Bookkeeper of the Year 2015, 2016 & 2017 

Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.

You should check out answers with reference to the legal position
Page 1 of 1  sorted by
 
Quick Reply

Please log in to post quick replies.
The Book-keepers Forum (UK) -> General Book-keeping & Accounting -> Newbie question
Tweet this page Post to Digg Post to Del.icio.us
Members Login
Username 
 
Password 
    Remember Me  
©2007-2024 The Book-keepers Forum (BKF). All Rights Reserved. The Book-keepers Forum (BKF) is a trading division of Bookcert Ltd. Registered in England Company Number 05782923. 2 Laurel House, 1 Station Rd, Worle, Weston-super-Mare, North Somerset, BS22 6AR, United Kingdom. The Book-keepers Forum and BKF are trademarks of Bookcert Ltd. This forum is a discussion forum only. There will usually be more than one opinion to any question and any posting should not be viewed as a definitive solution. No responsibility for loss occasioned to any person acting or refraining from action as a result of any posting on this site is accepted by the contributors or The Book-keepers Forum. In all cases, appropriate professional advice should be sought before making a decision. We reserve the right to remove any postings which are offensive, libellous, self-promoting or engaged in covert marketing. We will not notify users of removals. The views expressed in the forum posts are those of the individual and do not necessary reflect or agree with those of The Book-keepers Forum. Any offensive or unsuitable posts will be removed by the moderators. Any reader of this forum can request for a post to be looked into by sending an email to: bookcertltd@gmail.com.

Privacy & Cookie Policy  About