Inspired by Tax Dragon’s reply to my question last week, I am mustering all my persuasive skills to ask my boss and our external accountant for more support with recording some transactions. I did ask for help before but have not got far with either of them so, this time, I am preparing my “pitch”.
My question to those of you who deal with your clients’ internal bookkeepers – especially if they happen to be less experienced – is: what works best in terms of interactions? At the moment I am thinking about asking for a quarterly Zoom call to go through all transactions I tagged as “for review” (an hour-long to start with, hopefully shorter in the future). Is it a reasonable request in terms of accountant’s time and extra fee? Or would asynchronous communication be better?
A short background to my question: I have been working for my employer for quite a few years, doing tasks on the verge of admin and bookkeeping (mostly data entry, some reconciliations and valuations but with the “real” bookkeeping being done by others). During this time I have been also taking ACCA exams (I have one more to go), so when, last year, our circumstances changed, I jumped on the opportunity to assume responsibility for the “real” bookkeeping.
I quickly discovered that accounting theory, without practical experience is not worth much, but I have been getting by, working out how a transaction was recorded previously or searching for solutions online (and, occasionally, asking a question here).
However, as suggested by Tax Dragon, it’s time to ask for more support, so I would be grateful for any advice you may have for me.
PS. I love what I now do – the problem-solving aspect of it in particular - and hope I do not need to be replaced by someone more experienced. But I will take all comments on board.