Kind of support: Balance Sheet, Invoicing
Accounting software: Sage
Description of support work: We are a Limited Company and advise contractors, architects, designers etc on Health and Safety, mainly in construction work, much of it in London. Our turnover this year will be about £80,000. We have one business account. There are no tax dodges, offshore accounts, trust funds or anything else. It is simple and honest.
I want someone to (1) send out about 20 invoices a month, using our existing Sage system. Most customers are long term regulars and the invoices are for simple one off payments and all in the same format. (2) Mark invoices as paid on the Sage system. At first I would do this by sending you a copy of the bank statement, all marked up with payment details, project numbers etc so you can easily identify the invoices that have been paid. (3) Chase up late payers, in consultation with me (mainly by email) so that the cash flow runs smoothly. (4) Enter up all the business bank statement transactions on Sage so that at the year end my accountant has the information to submit a tax return. In February 2017 there were 50 transactions and again many of these are repetitive, same kind of payment to the same people or organisations (like train tickets). (5) I want you to teach me and another assistant the basics of how to do all this so that I am not left stranded if you go on holiday for two months and (6) I want you to suggest ways we can improve and stream-line the process.
I DO NOT require you to file tax returns or VAT returns, these are done by my accountant. There is no payroll; everyone who does work for me is genuinely freelance.
I DO want you to come into our office in Nottingham occasionally, say once a month. This would almost certainly be on a Tuesday morning. So please don't apply if that is not a realistic option or is going to cost the earth in travelling.
Please give me an inclusive monthly fee you would charge for the 6 requirements above and for one 1 hour meeting in Nottingham per month.
I would like you to start as soon as possible.
Extra notes: I am very fair, honest and straightforward. Your invoice at the end of each month will be paid within 7 days. And I want someone who can do the outlined work at reasonable cost and who can work independently and whom I can trust to just get on with it.
Beech Hill Safety Ltd100% (31)
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Clarification Board Ask a Question
The last time I checked James the first National Express bus into Nottingham from London gets there around midday James.
Could the reg. Tues get togethers be moved to a Tues afternoon from Tues mornings, providing the rest of the bid is approximately competitive?Beech Hill Safety Ltd02 Apr 2017
Yes, no problem. And once every quarter rather than every month please. Thanks, James
Francis E.07 Apr 2017
Did you want to have a quick chat about this next week James?
I feel that I would be a good fit for the work, the 2 drawbacks are the distance to Nottingham, but I note above you may be looking at quarterly rather than monthly meetings, the other would be Sage 50, if this is the desktop version, would you allow remote access to it and do you currently have something in place for this?
JohnBeech Hill Safety Ltd01 Apr 2017
John I have Sage One which I think is the simplest version and yes, its all online and anyone with the password can access it.
Got most of the way through your job description thinking we are the perfect match and then fell at the final hurdle with location. Skype and royal mail work fantastically, so if you are willing to take the plunge even on a temporary basis to realise it's workable please send me an email and I will happily send a proposal. I have great feedback and references. DebbieBeech Hill Safety Ltd01 Apr 2017
OK I am rethinking the monthly meeting. It is important to meet face to face sometimes but I guess this could be once a quarter.Debra R.01 Apr 2017
I'm not sure this will be possible with me unless you visit London as I am based in Essex, but let me know if you are still interested