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You are working as a Bookkeeper for Complete Business Services (Pty Ltd). Your company manages Bookkeeping related activities for various small businesses. You have been
You are working as a Bookkeeper for Complete Business Services (Pty Ltd). Your company manages Bookkeeping related activities for various small businesses. You have been asked to do some tasks for some of these businesses. Complete all the following tasks individually. Prepare all the reports below in line with organisational presentation requirements. Where applicable, you will need to define all cash, expenditure and revenue items and ensure they are relevant to budget. Before submitting remember to check and, where necessary, amend to maintain consistency and readability throughout. Task 1 Adam Financial Planners is a financial planning firm in the city. He has been asked to Prepare a fees budget for the year ending Dec 2024. The services that the firm provide are as follows: Financial advice $91 per hour Preparation of financial plan $3000 per plan The business' annual expected revenue is $1000,000.00. Adam has been researching the billing data and has prepared the following: Billing data for the year ending Dec 2024 Financial advice (No. of hrs) No. of financial plans Jan-Mar 1310 55 Apr-Jun 1660 78 Jul-Sept 1410 67 Oct-Dec 1600 65 In identifying the quarterly performance indicators and milestones that need to be established to ensure the
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