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accountonus


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Starting up & need software advice please ...
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hi there, 

i am a student account (aat level 4) plus book keeper & ive just started up on my own! eek!! already have 6 clients which is great but before i give all my money to one or two software companies i want some help with what people are suing and why.. is there anything you would do differently.. just some tips please. 

ive used sage and xero - more sage tho and i love excel as its just simple. i do vat returns, end of year & about to do a previous year books for a sole trade / partnership which the accountant wants the full trial balance for. what do you recommend for such tasks please. 

thank you in advance :) 



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Shoncee

Account On Us Ltd.
Cheshire


Master Book-keeper

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Hi
Can you add your first name so it appearsunder the signature bar on all posts, saves folk looking it up each time.

Before we go any further....

Who is your MLR with?

Have the AAT agreed you can do such work?



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 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
accountonus


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Hi Joanne, 

 

looking through posts I see you are a master answering, so hey !!

 

MLR - As in money laundering? HMRC - AAT granted permission and access codes for SA / VAT / CIS / PAYE. hope that helps! im not a fraud honest!! Just asking for some friendly advice thats all x

 

Also signature done - ive just registered smile

Thanks 



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Shoncee

Account On Us Ltd.
Cheshire


Master Book-keeper

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Posts: 8646
Date:
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Hi again again, haha.

Yes for MLR I mean Money laundering. So you are registered with HMRC.

Have you got your PII in place?

Best to populate the software answers on the other posts peeps

www.book-keepers.org.uk/t65668862/new-overwhelmed-honest/


__________________

 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
accountonus


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Posts: 47
Date:
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eek you mean PII as in the insurance i am currently going between two as one i was with seemed to give me the run around. I will get it finalised this week, hopefully!! thanks very much Joanne, I will check the other post replies :)

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Shoncee

Account On Us Ltd.
Cheshire


Master Book-keeper

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Posts: 8646
Date:
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Get that insurance before you doing ANYTHING else. To prevent a claim over your assets and children!

If you are just doing bookkeeping try the one mentioned on site, you will likely get a discount (tell them you are not a member of BKN but a user of the forum).

Will post a link if I get a mo, although I think John (forum name Leger) did about two weeks back so you should find it by having a read.

__________________

 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
accountonus


Veteran Member

Status: Offline
Posts: 47
Date:
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Great Ill do today!! Thank you. Is it worth me booking a member? Thanks x

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Shoncee

Account On Us Ltd.
Cheshire


Master Book-keeper

Status: Offline
Posts: 8646
Date:
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Don't think you can any more. Used to be an option with a range of plans, but think everyone is just a forum user now. Just be careful on the application/email with it to say you aren't a member. You should still get the discount. As long as you don't wang Accountancy cover, although if you do they can still get you quotes.

__________________

 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
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