Accounting Software

A large proportion of my clients use sage instant and line 50 for their record keeping. Most use staff or family who never had any formal bookkeeping tuition. Virtually all have been given the task of keeping the business books with only the demo package as a guide and the help menu.

This has inevitably led to considerable failings in keeping proper records such as:
1. No bank reconciliation or keeping the print outs at period ends.
2. Posting of journals through the sales and purchase ledgers leading to TB balance not agreeing to balances list.
3. Miss understanding of the difference between the nominal ledger accounts e.g. Motor vehicle Fixed Asset and Running Costs
4. Incorrectly printing Creditor and Debtor reports with the wrong settings e.g. exclude later payments.
5. Developing large suspense accounts .
6. Incorrectly posting the wages.

The result of the above is that client pays more fees to correct these errors rather than the accountant spending time and offer higher value of service on tax planning etc. Which in the longer run will increase the fee income and the client feels he is getting better value for money.

I wondered if there are other accountants have similar experiences and that more client
Software usage instruction and training should be encouraged.

Gary Gould

Comments
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Reply for Donna

mkcdavies |
mkcdavies's picture

Donna, Please spare me a couple of minutes

RogerNeale |
RogerNeale's picture

Absolutely, Andy

mkcdavies |
mkcdavies's picture

I think you are too kind, Emily

skylarking |

How to safely let the client do what they can?

mkcdavies |
mkcdavies's picture

Fair play to Matthew

dialm4accounts |
dialm4accounts's picture

I Agree

MatthewMulgrew |
MatthewMulgrew's picture

Not so easy as that

dialm4accounts |
dialm4accounts's picture

Eternally Grateful

MatthewMulgrew |
MatthewMulgrew's picture

Sage works!

HelenJWells |

We can solve this...

mkcdavies |
mkcdavies's picture

90% of accountants are in the same boat

AnonymousUser |

There is no substitute for adequate training

RogerNeale |
RogerNeale's picture

Use Excel database

AnonymousUser |

Clients don't want to do double entry

dialm4accounts |
dialm4accounts's picture

Clients CAN Cope!

sue.hill |

Blameless Accountants - in defence of bookkeepers everywhere

MatthewMulgrew |
MatthewMulgrew's picture

Different view

neiljduncan |

Accounting Software

MartinLevin |
MartinLevin's picture

You've obviously touched a nerve!

John Stokdyk |
John Stokdyk's picture

If you don't mind ....

Anonymous |

Steve

Anonymous |

.

Anonymous |

Clients' Book-keeping

amberlight |
amberlight's picture

My guess is

skylarking |

Steve...

Anonymous |

Have a look at More Bookkeeping Software

Anonymous |

foolproof manual system . . . any ideas?

Anonymous |

Don't use Sage

Anonymous |

Spot on Sheelagh

skylarking |

Even Worse

daffodil |

sage problems

geoffwolf |

Get off SAGE

julianansell.hotmail |

Yes . . . No

skylarking |

.

Anonymous |

Sage

Anonymous |