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UK Window Cleaning Forum => Window Cleaning Forum => Topic started by: John Walker on September 11, 2009, 09:50:46 am

Title: How do you 'Keep your Books'
Post by: John Walker on September 11, 2009, 09:50:46 am

Which software (if any) do you use to keep your books. 

I use George successfully for scheduling and a very basic Excel spreadsheet for expenses. 

What I'm looking for is something easy to use that will record expenses on a daily/weekly basis.

George has a facility for expenses but I've not used it so far.  Do any of you use George for this and is it enough for your accountants.

Or is there a better way that's not expensive?

Title: Re: How do you 'Keep your Books'
Post by: Mike #1 on September 11, 2009, 02:14:18 pm

a guy who i know swears by sage , i'm going to look into it

Title: Re: How do you 'Keep your Books'
Post by: dave.e on September 11, 2009, 03:26:29 pm

Quote from: John Walker on September 11, 2009, 09:50:46 am

Which software (if any) do you use to keep your books. 

I use George successfully for scheduling and a very basic Excel spreadsheet for expenses. 

What I'm looking for is something easy to use that will record expenses on a daily/weekly basis.

George has a facility for expenses but I've not used it so far.  Do any of you use George for this and is it enough for your accountants.

Or is there a better way that's not expensive?

Hi john i use George for the  scheduling and expenses and yes its OK for accounts just record your expenses  daily or weekly no problems at all . Dave

Title: Re: How do you 'Keep your Books'
Post by: Steve CM on September 11, 2009, 03:26:51 pm

i use window cleaner pro and its fine for keeping exspenses, i know george does the same.

its there so why not use it?

Title: Re: How do you 'Keep your Books'
Post by: John Walker on September 11, 2009, 03:50:05 pm

Thanks to all who replied, for your advice.

I will try the George Expenses section and see how I get on with that.

John

Title: Re: How do you 'Keep your Books'
Post by: JSMC on September 11, 2009, 04:48:54 pm

excel spread sheet with  columns for different things and  apage a day diary for my work.

simples ;D

Title: Re: How do you 'Keep your Books'
Post by: paul saunders on September 11, 2009, 06:08:19 pm

Ikeep my books in the oven at gass mark 1, I find that cooking them slowly is better than doing them fast ......... they don't seem to burn as much.  ;D ;D

Title: Re: How do you 'Keep your Books'
Post by: tompoole on September 11, 2009, 06:22:15 pm

just use xl, your accountant should have no problems with XL.
I fill it out at the end of every day with work done and keep 1 sheet for debters and a diary for planning work easy .

Title: Re: How do you 'Keep your Books'
Post by: mogy on September 11, 2009, 06:41:11 pm

Keep a record of everyday work , money in an out , throw all bills in a box , and  save  for  my acountant to sort out

Title: Re: How do you 'Keep your Books'
Post by: Smudger on September 11, 2009, 07:49:26 pm

Simple XL sheet with date and items ( attach receipts - you can throw them in a box but the acc will charge you extra for sorting them out. )


label each month as you go down the page or have a page for each month.

this is more than enough.


Darran

Title: Re: How do you 'Keep your Books'
Post by: John Walker on September 11, 2009, 08:17:13 pm

Thanks again all - plenty of options suggested so I should be able to work something out.

Cheers
John

Title: Re: How do you 'Keep your Books'
Post by: ray l on September 12, 2009, 09:31:13 pm

the more you do the less the accountant will charge
(if you have a decent acc. )