I use QuickBooks online for our church accounts along with Receipt Bank. Once set up accounts are really simple including the rstricted funds.
I have used data developments for Gift Aid in the past it's really good. (someone else does all that in my current church)
Yep and another best kit I have ever bought!
Looking through it seems that when you get in front of someone you have a good hit rate.
Networking is not about networking meetings but about cheek. Everyone I meet that's self employed I just get stuck in talk about a current issue make sure they get a card. I just set up a company for the wife of a guy that came and did some tiling for me.
A specialism is useful (I focus on support for QuickBooks) and this leads people to my website. You don't have to do everything for someone so I have some clients where I am their goto QB support but not their accountant.
Maybe look at some targeted free/cheap work - my first real client came in as I'd done the internal audit for his Parish Council and he'd seen my name on the form posted an a notice board. 20 years on he's still with me. As is his son, wife, and other contacts hes passed to me.
Maybe find a local charity to do an independent examination for. Just set some limits haha but I do feel we all need to do a little in this way. I chatted to lots of folk at a recent charity AGM where I was highlighted as the accounts guy.
These have worked for me, just play to your strengths and have an eye on where you want to be (this helps you pick clients too).
I think the key here is the word kept. It is my impression from above that the client opens excel and his template types in the info and prints it and then closes without saving. The info is not kept so no way of forming a digital link.
If however the invoices are stored then I think HMRC have a point. If the client creates digital records then we must look at linking to them. HMRC will not distinguish between the clients records and the accountants records. It's all one set of data.
Better to find a better way forward. For the client who produces their own invoices in excel could they be trained to use online accounting software? I have clients who now use QuickBooks online and just do their invoicing and we take it from there. No need for any digital links it's all in the software. Maybe eventually they will pick up more of the work.
A couple of things spring to mind. If the invoices are all paid at the time of issue you could import them as sales receipts.
If they are paid later then import them and use the QBO bank feed - this will match payments to invoices where 1 payment = one invoice. There is then a matching routine to pick off a number of invoices paid together.
Is it possible to link the source of the invoices to QB - so if it's a web shop or something like Chargebee they can be directly imported automatically. It may be then the client can run the sales ledger in QB
If the invoice software simply produces invoices can the client not simply produce them in QBO?
I think this depends on the type of business.
With a sole trader then if we use a TV set bought from the business account for home it's either drawings (my choice deal with it first time and forget it) or equipment cost disallowed.
With a company director if its equipment cost disallowed it is still an asset passed on to an employee and would give rise to a taxable benefit; so always straight to DCA for me. It's not simply about the business tax bill.
This has been my tactic for years. I use QuickBooks and both the desktop and online versions are MTD compatible. They are launching bridging software too in time for use which will help where there are groups or schemes to deal with (but FRS is already built in to the standard offering).
I accept spreadsheets from clients for information gathering but we do not use it for book keeping
When you get one (for any reason) ensure you pay the little extra to keep it online and updated you never need another one then. If you need one for a "volunatry" reason (say scout leader or school governor) the annual fee is zero.
QuickBooks desktop continues to be a good solution. It is MTD compliant and based on an SQL database which can be accessed by third party software or write your own using their SDK. Has stock control which includes building products from components (build not just groups although it will do groups too). Up 5 users.
I suspect you could put his accounts in large numbers on the side of a bus that passes his house so he can take a picture if you had his agreement. It is about a proportionate and consensual approach!
Note: I do not actually offer this service as there is often doubt about the numbers printed on the side of buses.