[Osmf-talk] OSMF is looking for an UK accountant

[me at chrisfleming.org]

Hi Frederick - I currently use a chap called Brian Connor -
http://www.brianconnor.co.uk/ Whom I would recomend, This is a small
company (he has an assistant). Good and reliable.

For my accounts I use Freeagent which is web based and then Brian logs
in works my accounts based on that, but I think they use Sage in the
office.  (I would also very much recommend Freeagent for web based
accounts). Personally I do most of these tasks myself in Freeagent such
as invoicing and reconciling bank statements  And if Freeagent is up to
date then the P&L and Balance sheets are availble directly in Freeagent.

Happy to help in any way needed with this. 

Cheers
Chris 


On 02/05/17 at 11:39pm, Frederik Ramm wrote:
> Hi,
> 
>    our current accountant - of whom we are meanwhile the sole remaining
> client - is going to retire at the end of this business year. So we're
> looking for a replacement!
> 
> The plan is for her to still do the year end reporting for this business
> year which will happen in mid-2018, but the regular 2018 business year
> should already start with the new accountant.
> 
> As you know if you read my financial reporting, we're spending roughly
> £5000 per year on accounting. The accountant's tasks currently include:
> 
> * process bank statements and paypal statements every month and match
> them up with invoices and paperwork that I will (should) have provided
> 
> * write invoices when requested (about 20-30 per year)
> 
> * prepare quarterly P&L and balance sheet reporting for the members
> 
> * prepare year-end financial report for members and submit tax return to
> the authorities; this includes keeping an asset register and computing
> depreciation charges
> 
> * generally ensure that we stay abreast of UK tax regulations
> 
> Someone potentially interested in the job might also want to know
> 
> * we're not VAT registered
> 
> * we're a not-for-profit company which is limited by guarantee
> 
> * we're not a charity but we might consider becoming one in the future;
> if the accountant has experience in working with charities that would be
> welcome but having no such experience would not be a hindrance
> 
> * we're meanwhile doing more transactions in EUR than in GBP (and
> there's a sprinkling of USD in the mix too). While everything needs to
> be converted to GBP ultimately for the UK taxman, I'm not sure if our
> internal reporting should maybe switch to EUR. To be discussed.
> 
> We currently use a SAGE 50 professional software package but we don't
> mind if the new accountant were to use something else, provided it can
> cope with multi-currency bank accounts. Ideally the accontant would be
> using an Internet based accounting system that would allow e.g the OSMF
> treasurer to log into the system and view reports and statistics without
> having to bother the accountant with it.
> 
> Our current accountant is a small one-person business and this worked
> rather well; we'd be more than happy to work with an independent tax
> accountant again, but using a larger firm is also possible.
> 
> I am writing this in the hope that someone here might be, or know, an
> accountant interested in taking us on as a client. I'm happy to discuss
> details of our requirements and workflow with interested candidates.
> 
> Bye
> Frederik
> 
> -- 
> Frederik Ramm
> Treasurer
> OpenStreetMap Foundation
> 
> Name & Registered Office:
> Openstreetmap Foundation
> 132 Maney Hill Road
> Sutton Coldfield
> B72 1JU
> United Kingdom
> A company limited by guarantee, registered in England and Wales.
> Registration No. 05912761.
> 
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