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Experience Level: Intermediate
We are a new company and we are trying to set up an online bookkeeping system using FreeAgentCentral. I have a part time PA who has basic bookkeeping skills but she is struggling to set up Freeagent, in particular as we have some complicated initial transactions (e.g. Director's loans). We have been trading for several months (very low volume of transactions) and I have been using my personal account. What I want to to do know is bring the books up to date so that we can start maintaining the books properly and so that I can transfer the correct balance to my business account.

The specific jobs we need are: (1) to set up the books on FreeAgent; (2) to provide advice to our PA on maintaining the books; (3) occasional ongoing supervision of the books and ad hoc assistance from time to time (e.g. VAT application, VAT returns, payroll etc.)

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