This month we spoke to Daniel Sanders, Bookkeeping Semi-Senior at The Accountancy Partnership!
Hi Daniel! Give an overview of the duties, functions and responsibilities of your job.
Although some of our clients do their own bookkeeping, there are many of our clients who subscribe to our bookkeeping service. This is where we step in. Our clients just need to send over their statements and invoices, and we will input this information into Pandle or another accounting software. The idea is that we do as much as possible so that, when we hand over the records to the client’s dedicated accountant, it’s as smooth a process as possible
What is a typical working day like for you?
A cup of tea is essential to start! Then I check through emails to check for responses to outstanding queries or responses to outstanding VAT Returns, as well as any other queries.
Then I typically move on to doing bookkeeping – if it looks like a more complex job (a very high number of transactions, or a more unusual nature of business), then I start this as early as I can in case it takes up a lot of the day.
At lunch, I always try to go for a walk, as sitting down all day ain’t great for us weight-wise! Then in the afternoon, I typically do any VAT Returns that have been assigned to me. Then the last thing I do is check for any more emails that have come in through the day, as well as sending out any new queries I have for clients for whom I’m doing bookkeeping.
What particular challenges do you regularly encounter?
With so many businesses doing so much of their sales through ecommerce platforms these days, we usually need to get detailed breakdowns provided by those platforms in order to get all the information we need for bookkeeping. But each platform has a different way that they present that information – so, for some ecommerce platforms, it sometimes takes a little while to interpret the data provided.
What are some of the biggest challenges faced by your clients?
Probably VAT-related. There are a LOT of nuances and “small print” to VAT regulations, which obviously people who are running their own business often don’t have time to read and understand in detail themselves, which is where we come in. But it can mean, for example, sometimes someone may think they can get VAT refunded on an expense and may plan on that basis, and we might have to be the bearer of bad news that it’s not eligible in this case.
How are you able to use your skills to solve problems for them?
Having studied bookkeeping and accounting to a high level, and now having worked at The Accountancy Partnership for 18 months, I’d like to think I have quite wide experience now to be able to do bookkeeping and VAT Returns for a wide variety of businesses. I’d also like to think my previous experience in retail has helped with the communication skills needed.
What is your favourite part of the job?
The variety. We deal with businesses of all sizes and in so many different industries, which means everyday is different.
What do you like most about working for The Accountancy Partnership?
My colleagues – everyone is both really knowledgeable and always open to answering questions, which is a real plus as it means we all benefit from each other’s knowledge.
What skills do you find most useful to do your job?
Problem solving and time management.
Where’s your favourite place to visit on days off?
Me and my partner Neil love going to the cinema – we’re pretty old-fashioned! I like going for walks in the countryside as well.
Tell us about your proudest achievement.
Probably being the first person at my college to get a Distinction at AAT Level 4.
How would your colleagues describe you?
Friendly and helpful… I hope!
What are you reading/binge watching at the moment?
I generally watch things on a 10-20 year timelag. We’ve been binge-watching Bones recently, and I’ve been rewatching Gossip Girl which is one of my favourite ever shows.
For books, I love reading thrillers – at the moment, I’m reading ‘The Ice Twins’ by SK Tremayne.
Who do you admire, and why?
Serena Williams. I’m a huge tennis fan (the only sport I like), and I always found the way she’s never given up no matter how desperate the situation she was in in a match to be inspiring.
What question would you like to answer, and what’s the answer?
Q: “Daniel, have you done your Staff Spotlight yet?”
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About The Author
A creative content writer specialising across business, finance and software topics. I have a love for all things writing, and creating engaging, easy to understand content that helps everyday people! Learn more about Rachael.