View Full Version : Accountants - for older people
islandoutsoursa
23rd September 2010, 17:55
I am looking for an accountant for my mother who has inherited investments/bonds, property rents and the like and her current book-keeper is about to retire. Whilst I have done straight forward book-keeping in the past I have not kept records such as these. I am hoping that I can find someone to help me set this up on computerised system for me to do the entering and then an accountant to submit to the Revenue at the end of the year.
mr. mischief
23rd September 2010, 21:07
this sounds easy enough for any decent accountant or even a very good book-keeper. there mus be one or two of these at least on Orkney!
elainec100@cheapaccounting
24th September 2010, 07:31
Would she be happy to deal with someone remotely via the internet or does she want someone local?
MyAccountantOnline
24th September 2010, 07:35
I am looking for an accountant for my mother who has inherited investments/bonds, property rents and the like and her current book-keeper is about to retire. Whilst I have done straight forward book-keeping in the past I have not kept records such as these. I am hoping that I can find someone to help me set this up on computerised system for me to do the entering and then an accountant to submit to the Revenue at the end of the year.
Unless your Mother has a substantial property/investment portfolio some summary sheets on Excel would be fine.
As long as you keep some form of income and expenses summary a tax return for this type of person is relatively simple for any good accountant and shouldnt be very costly.
I dont know any accountants in your area (not even sure we have any on the forum as far North as you) but lots of us on the forum act for clients all over the UK being online, myself included.
islandoutsoursa
24th September 2010, 09:55
Thanks for the replies - at present she is on the South Coast in West Sussed but is meant to be coming up to stay with me in the future. Although 84 she is used to using a laptop - she has been used to having him visit a couple of times a week and deal with all the paperwork straight out of the envelope ! Not sure exactly the extent of things until I get to see it for myself but will definitely be looking for help - from one end of the country or the other !
elainec100@cheapaccounting
24th September 2010, 09:59
Good luck with it.
My Dad (aged 76) is a wiz on the computer - he needs to be to do his posters & tickets for his gigs! He DJs twice a week - let's rock :p
MyAccountantOnline
24th September 2010, 10:01
Although 84 she is used to using a laptop !
Fantastic - my inlaws gave up when I tried to show them, Father in Law decided at 77 it wasnt any good for ''oldies like him'' :):) Such a shame.
MyAccountantOnline
24th September 2010, 10:02
He DJs twice a week - let's rock :p
Really?? :)
elainec100@cheapaccounting
24th September 2010, 10:06
Really?? :)
oh yes - he has all the disco type gear, speakers, amps & things! (not the clothes - I wouldn't allow that!) :)
MyAccountantOnline
24th September 2010, 10:11
oh yes - he has all the disco type gear, speakers, amps & things! (not the clothes - I wouldn't allow that!) :)
I truly wasnt sure if you were joking - but good on him - fantastic! Bet it keeps him young at heart:)
elainec100@cheapaccounting
24th September 2010, 10:14
I truly wasnt sure if you were joking - but good on him - fantastic! Bet it keeps him young at heart:)
It so does - I'm rather proud of him. I call him Fat Boy Clark (but not to his face of course) :p:p
islandoutsoursa
24th September 2010, 10:16
Maybe I ought to introduce my mother to him then ?
David Griffiths
24th September 2010, 10:19
I truly wasnt sure if you were joking - but good on him - fantastic! Bet it keeps him young at heart:)
I've got a vision of him mashing some Vera Lynn tracks! :D
elainec100@cheapaccounting
24th September 2010, 10:20
Maybe I ought to introduce my mother to him then ?
I shall of course have to vet this as a suitable intro' :D:D:D:D
Like Dad used to do with my boyfriends ;)
elainec100@cheapaccounting
24th September 2010, 10:22
I've got a vision of him mashing some Vera Lynn tracks! :D
I think he has her on his play list - she brought out a new CD recently :p:p
Do you want me to check for you :D:D
MyAccountantOnline
24th September 2010, 10:22
It so does - I'm rather proud of him. I call him Fat Boy Clark (but not to his face of course) :p:p
:D:D:D
You better hope he doesnt start using this forum:D:D
elainec100@cheapaccounting
24th September 2010, 10:30
:D
You better hope he doesnt start using this forum:D
Oh blimey - please no. It will be like him waiting outside the disco for me when I was a teenager :eek::eek::eek::eek:
Now I get to do that to him :p:p
CDAPartnership
24th September 2010, 10:33
I would recommend Actua Business Services Limited (http://www.actuabs.co.uk/) I have pesonally known this family for 20+ years.
Highly recommended.
wizzard
24th September 2010, 11:49
It so does - I'm rather proud of him. I call him Fat Boy Clark (but not to his face of course) :p:p
Does he read the forum? :D