Hi,
I have recently taken on a new client, who uses Sage to process their bookkeeping. Having started the year end work for their 2018 year end, it appears that the previous accountant firstly hasn't posted any accounting adjustments to Sage, hasn't checked that the bank was reconciled, and hasn't run the year end procedure for 2017. Does anyone have any advise on how to rectify this, or am I better off ignoring what is showing on Sage, using the TB received from the previous accountant (not a Sage TB) as an opening TB and starting a fresh?
Any thoughts or advise would be gratefully received.
Thanks
Replies (4)
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They are presumably going to carry on using Sage. Therefore Sage needs correcting.
Unless there is some complication you've missed, you just need to do the year end procedures the previous accountant hasn't.