STEPS IN PROCESS
A typical way of operating is shown here.
- You send us your purchase invoices, either in batches by post or individually by fax or email (but if by post please ensure you keep copies). If you wish we can pick them up from your premises but we will then charge for our travel.
- You tell us to which account and customer these should be charged and we input the data.
- We allocate a number to each purchase invoice and put on file
- We advise you a week in advance of when each invoice is due for payment
- You advise us when you have paid each invoice so we can update the system.
- When each month’s inputs are complete we will provide you with whatever reports you need (eg Profit & Loss, Balance sheet )
- We will provide you with a monthly back up of all your data on a CD for your safe keeping
- If you send us copies of your bank statements we will check them for you
- We create each sales invoice for you
If you wish we can make electronic payments for you by BACS (which could reduce your bank charges) but for this we would need internet access to your company bank account. We appreciate that you may prefer to try us for a while before giving us this access.
Everything we do may be audited by your accountant
