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Overwhelmed!

  • Member
  • Practice Licence
  • 4 posts
  • # 117812

Hi everyone, I finished my qualifications in November and then had my second child in December so my head is still a bit all over the place! I'm looking to start my own business but I'm a bit overwhelmed with everything that needs to be put in place before I can start. Is there anyone that would mind giving me some help/being a sounding board please? Thank you

  • Companion Fellow
  • Practice Licence
  • 1126 posts
  • # 117886

Hi 

I have just logged in and seen your post.   I really surprised that no one has answered.   I think this may be because it is a huge question that requires quite a bit of time.  I think most of the bookkeepers are very stretched at the moment with MTD including myself.  ICB is a great community but I think some of the members are using their local Branch Facebook page more than the forum which is a shame  I think both should be used.   

 

I hope you are enjoying your second child.   Can I recommend you attend your local branch and I am sure they will be happy to help.  Try and join your local ICB Facebook page.  You can ring ICB for this so they can invite you and recommend which one is your local. 

 

Ring the ICB memberships services and ask them to help you.  You may not have access to the practice area until you apply for practice licence.  This area is very useful. 

The main obligations 

are 1) Practice Licence   2) PI Insurance   3) MLR AML  

Kind Regards

Sarah Douglas

 

  • Member PM.Dip
  • Practice Licence
  • 1 post
  • # 117888

H Sarah

 

I know exactly how you feel - that was me about two years ago! I am now up and running but I clearly remember that sense of having worked really hard and being mightily pleased with myself for pasisng the exams, and then flailing around a bit, not really knowing what to do to get going, spending ages just sorting a website and an email address etc.

If you want to text me on 07786 013270 perhaps we can arrange a time for a chat to run through the basics - I'm happy to share my experiences if it is of any help.

But I also 100% agree with getting to know your local branch - that helped me enormously to start with. I definitely wouldn't be where I am now if it hadn't been for my local branch.

 

All best,

 

Alex

  • Companion Fellow
  • Practice Licence
  • 1126 posts
  • # 117896

Thanks, Alex for responding and your kind words.   I hope pickers7 the original poster picks up your kind offer.   On this occasion, there were over 293 views with no comment or guidance.   I feel like as community of bookkeepers they might have been surprised and a bit hurt none of us had responded.   Anyway, I hope they have seen your kind offer.

  • Member
  • Practice Licence
  • 4 posts
  • # 117900

sarah said:

Hi 

I have just logged in and seen your post.   I really surprised that no one has answered.   I think this may be because it is a huge question that requires quite a bit of time.  I think most of the bookkeepers are very stretched at the moment with MTD including myself.  ICB is a great community but I think some of the members are using their local Branch Facebook page more than the forum which is a shame  I think both should be used.   

 

I hope you are enjoying your second child.   Can I recommend you attend your local branch and I am sure they will be happy to help.  Try and join your local ICB Facebook page.  You can ring ICB for this so they can invite you and recommend which one is your local. 

 

Ring the ICB memberships services and ask them to help you.  You may not have access to the practice area until you apply for practice licence.  This area is very useful. 

The main obligations 

are 1) Practice Licence   2) PI Insurance   3) MLR AML  

Kind Regards

Sarah Douglas

 


 

Thank you Sarah. Yes I probably should have been more specific in my question. My main concern is missing an important piece of paperwork or something that I need to complete for each client. I have been doing a lot of reading of the ICB site but there's so much to take in! Going to go back over it all and hopefully make a checklist so I know exactly what needs to be completed and in what order.

I joined my local facebook group last week and attended my first branch meeting too. Hopefully I'll be able to attend more.

I have my practice licence and my PI Insurance, it's the MLR AML that I need to look at and fully understand.

Thank you again for responding :)

  • Member
  • Practice Licence
  • 4 posts
  • # 117901

akinnersley said:

H Sarah

 

I know exactly how you feel - that was me about two years ago! I am now up and running but I clearly remember that sense of having worked really hard and being mightily pleased with myself for pasisng the exams, and then flailing around a bit, not really knowing what to do to get going, spending ages just sorting a website and an email address etc.

If you want to text me on 07786 013270 perhaps we can arrange a time for a chat to run through the basics - I'm happy to share my experiences if it is of any help.

But I also 100% agree with getting to know your local branch - that helped me enormously to start with. I definitely wouldn't be where I am now if it hadn't been for my local branch.

 

All best,

 

Alex


 Hi Alex

 

Thank you for replying. It's nice to know I'm not the only one to feel this way and very uplifting to hear you're now up and running! I definitely have a fear of taking on my first client and looking like I don't know what I'm doing! I will definitely take you up on your very kind offer, thank you! I'm going to have another read of the ICB site and try and get some more specific questions so I don't waste your time.

Thank you again :)

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