SAGE 50 Accounts Assistance Required - Setup & Training

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  • Proposals: 7
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  • #28751
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Anita B.Henry H.Vida K.Poshitha A.Helen F. + 2 others have already sent a proposal.
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Experience Level: Expert
I need some assistance from someone with a good understanding of SAGE 50 Accounts.

I have installed the software on my laptop and entered an initial set of transactions for my Company. These transactions cover most of the activity during the first financial year. However I need help to a) ensure that I have configured the software in the best way to suit my business, b) finalise the transactions for the first year and do a period close, and c) to continue entering further back-dated transactions. I want to get the database to a state where it reflects the business activity that has taken place since the business started.

I believe that I will need to make use of the Projects functionality within Sage as moving forward I plan to track costs and revenue at a customer-assigment basis (the business is a service-orientated business), and at the moment this is the best way I can see of achieving this. Therefore I would be looking for someone who understands the best way to use projects in Sage and to advise on whether this would be a suitable method to achieve what I am hoping to achieve!

My initial requirement is for 3 hours work. I expect this to comprise one hour spent dealing with me over the phone or via email so that you can fully understand my needs, and then two hours spent alongside me configuring the software and entering the back-dated transactions. I believe it will be quite a straightforward assigment as my business is quite simple and the number of transactions is relatively small. The Company Accounts for the first year have been completed and filed so my aim is to get Sage to exactly match the accounts as reported for the first year of business, and to make a good start on the second year. The outstanding transactions relate to PAYE, NI and dividend payments.

I am IT literate with a basic understanding of accounting principles.

Once this task is complete I will be looking for further assistance with the accounting and bookkeeping requirements of the business.

I will also be lookng for assistance with the Sales and Marketing of the business products and services. This will include copywriting for a new website and contacting potential customers to produce sales i.e. cold-calling. I only mention this as in the event of getting two bids of equal merit for the bookkeeping job described above, if one of the bidders may also be able to assist with these future requirements then I would be interested in developing a more longer term relationship and this may just influence my decision.(All payments through this site as per t&c of this site of course). However my priority for this task is to make sure I get someone who can meet my needs for this specific task.

Thanks for your interest if you have read this far, I look forward to hearing from interested parties!


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