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first client and have not got a clue where to start

kellyb85
  • 21 posts
  • # 87248

hello i hope you can help i have just booked my level 2 manual exam so not passed just yet and was talking to my sister in law saying i think i have got the hang of things but really worried when i do eventually get my first client, and she has asked if i will do her tax return for her as practice. now the thing is she has had a bookkeeper for years and knows the routine but this has got me worried because to be honest my mind has gone blank and i dont know where to begin and what type of thing i should be asking her.
She rents out 1 property is a police woman but is on maternity leave at the moment so any help would be GREATLY appreciated she knows im still in training so will get something wrong i just dont want to look like a complete idiot

hope you can help


also should i be this nervous about setting up alone?       
kjmcculloch
  • 1159 posts
  • # 87251

Hi Kelly,

Before I say anything else I will say as a member of the ICB you cannot carry out any work on your own until you hold a valid practice license and PI insurance.

You should also pass the self assessment diploma before attempting to undertake self assessment work.  

When you do eventually start your own practice it can be nerve wracking to begin with.  It is a big step from the theoretical work in textbooks to actually workig with a real persons accounts.  Things will not be as clear cut.

You should start with the work you feel comfortable with, only moving on to other work when you feel more confident.  It is just a confidence thing.

Get your level 2 out of the way and get some practice under your belt before attempting a self assessment.

Kris 
kellyb85
  • 21 posts
  • # 87253

thanks for the reply kris i am hoping once i have passed my level 2 to get a part time job in a bookkeepers but knowing my luck there wont be any!!

ill tell her to keep her bookkeeper for now until iv got abit of confidence thanks again   
kjmcculloch
  • 1159 posts
  • # 87254

One thing you could do is keep them in tandem with her, for your own development of course.  That way you can build some confidence without breaking ICB rules and not being responsible for any issues.

Kris 
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