Tag: bookkeeping

By an accountant - me Why this subject? It is the basis for using Excel for bookkeeping in this modern age of bank data download availability. Who this is for? Self employed, company owner managers, any small business or indeed anyone who is still punching in numbers "for the accountant". Where? (Country) Anywhere, but written in the context of the UK, where I mention VAT just think "Sales Tax". What you need to know Excel can open csv files directly. This is about how to give your accountant what he needs without doing any bookkeeping. Bear in mind I am one of those accountants. Motivation I was chatting with a business owner the other day. I asked how he does his bookkeeping and he said he uses Sage so as to help his accountant. It turns out he uses his own sales invoicing and ledger system online, not Sage, he uses his credit card for all expenditure to speak of and his girlfriend types ALL these transactions individually into Sage. He is...