have you looked at Paperless - I've had demos & it looks excellent if it does half of what it's supposed to accurately & properly. I'm itching for a client big enough to justify the cost to try it out.
AutoEntry is a click & upload for the business owner/employee & integrates with quite a few accounting software programs. I use it with Sage Cloud Accounting - it's fine. They were also helpful when I struggled with some set up & then usage issues (I'm a bit tech-non-savvy). But credits expire after 90 days so don't buy too many unless you know you will use them.
Natwest / RBS Bankline do it - though suspect it's the 'corporate' banking rather than 'business' banking - much bigger entities theoretically turning over much more £. Bit of a faff to set everyone up with appropriate levels of access etc but worked fine in the end.
Surely other High St banks do something similar?
I have no office but I once thought of a visual if I was ever to do a trade show / business show / exhibition thing. It was to use one of those machines where you can put things in & a wind blows it all around (like the balls in the national lottery or even better the one in Crystal Maze where they catch the silver/gold things?) - so receipts, invoices, bits of paper. 'Does your office / desk look like this?' kind of thing. As it's moving, it draws the eye. But, I'm a bookkeeper, not an accountant, so may be too simple & not 'serious' enough for you? Good luck!
Have used Rita & team at Biz Virtual for many years & Have recommended several clients there too. Very professional, they learn about your business, tailor how you want to receive call or messages. They do a 14 day trial, no obligation, no hard sell & packages start at around £40 pcm inc some calls/messages. I wouldn't be without them. https://www.telephone-answering.biz/our-features/
assuming any treatment is being provided by a qualified & insured professional therapist as part of a raft of measures to improve staff wellbeing ( a big trend for good employers & why not?), available to all but not mandatory at all, does that make it a taxable BIK or just a nice thing that this company does ? isn't it like a staff canteen? or health checks? or access to a counsellor? or anything like that? Asking as a friend of mine is a therapist & a part of her business is to go into the corporate environment to promote wellbeing & self-care. If it's a BIK, I think she ought to know that as he clients will need to know. If it's not & it can be put against C.Tax, then she could use that as a selling point to the employers! Thanks for any clarification.
As a bookkeeper, I would be quoting for the invoicing (is it sales or purchases or a combination?) & doing the VAT & the payroll (assuming it's a monthly payroll, I don't do weekly) but not the accounts or tax return or self-assessments though I would, of course, make all the data fully reconciled & clean ready for the accountant. I am in Bedfordshire (not on London rates) & I would be asking for between £175 & £200 a month just for that. I agree with other responders, I'd be training up his staff or himself to do more & then do an hour or so a month retainer to monitor & overview. Depends on what kind of clients you want. I have learned the hard way, if I don't value myself, clients certainly won't. But your client, your call.
I'm currently looking for something similar including maybe something like a portal where documents can be stored & accessed by users of each client (as appropriate). I'm having a demo with PaperLess Europe next week -have you looked at that to see if it's any good for what you want? I know it integrates with some accounting software but I THINK it can also just be storage? Good luck in your quest.
Hello! I run a bookkeeping practice (sounds grander than just lil ol'me!) & have alwayscharged by the hour although I am somewhat rubbish at keeping track so the client generally ends up better off. However, I really do want to move to retainers/value pricing away from hourly for a number of reasons, so like your question. I have started to introduce retainer fees for a few existing clients. BUT for new clients I always say until we do maybe 2/3months - see whatyou have got, what works, what needs tweaking (overhauling), til client decides how much they want to do themselves, are we training staff, etc. no way can we put a fixed price on it. So 2/3 months hourly rate, then review? Does that help at all? Or if the client insists & you still want the work, put a figure double what you might think & credit at end if you don't do so many hours?
I have all but 3 of my clients on SageBusinessCloud using SageOn Accounting or SageOne Accounting Start.
I've recently been 'upgraded' to the new dashboard which is based on Salesforce, a recent development which is different to the existing Partner Edition where you just log in & see your list of clients. Eventually this will take all my clients not just SageOne ones, but not yet & when I learn how to use all the extras on it, will be ,my Practice Management software too.
I echo earlier replies that SageOne & Sage 50/instant are totally different - however I find SageOne easier for non-finance people to learn & manage themselves.
Editing transactions is a pain IF the transaction has been either included on a VAT return or bank reconciled but can be easily amended if not.
I understand that there is a way to convert Sage Accounts data to SageOne now https://help.sageone.com/en_uk/accounting/switching-to-sage-one-accounts...
The bank feed is constantly being improved & 'rules' are coming (I'm told!)
The helpdesk are helpful, available 24/7 by phone if urgent, email if not & I think webchat now too.
The only issue I have had as a bookkeeper is that as I am the 'accountant' for all my clients (I sold them their licences), their accountant cannot have them on their dashboard too. To get round this, we found that either you have to create a user (in Accounting you can have multiple users) but this must be an email which is not connected to any other SageOne product at all or give them the client's log in details (in Start, you can only have 1 user & the 'accountant' (me)).
If your client can cope with Sage50/Instant, they will eat SageOne.
Hope that helps. Good luck.