Hi,
I've just sent off for my Practice Licence, but have already had an enquiry from someone with regard to helping her with her bookkeeping. I've told her that I won't be able to do anything until I get the paperwork through and she's happy to wait. So, I thought I'd use the time to work out what I'm actually doing so I sound like I know what I'm talking about.....
She's been a self-employed property developer for about a year and just has a big bag of receipts that need sorting. She employs an accountant, so presumably, she just wants me to get her paperwork in a fit state to give to the accountant so that he/she can do her tax return.
Should I just be inputting the receipt information into an excel spreadsheet, detailing the date, amount and type of expense?
Seems easy enough, but doesn't really seem like 'bookkeeping'!
Apologies if I sound like I don't know what I'm talking about, but this would be my first client, so I'm a little unsure how to proceed.
Thanks!
V x
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