Automating Accounting

Your books, kept as they happen

by Patrick Harris

This is not an accounting textbook. It is how one owner stopped waiting on his books: the forms emailed in, the receipts sent as pictures, the bank downloads shown once, and a monthly report that is simply there. It is not tax, legal or accounting advice.

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What's inside

A note before you start
Part I: The Shoebox
Chapter 1: The Return That Sat
Chapter 2: Nobody Owns the Middle
Chapter 3: Start From the Statement
Part II: Gather
Chapter 4: Email Yourself Your Taxes
Chapter 5: Text It a Picture
Chapter 6: The Bank Login Problem
Chapter 7: The Bills Folder and the Log
Part III: Organize
Chapter 8: One Set of Books per Hat

Chapter 9: Teach It Once
Chapter 10: The Bill That Was Counted Three Times
Chapter 11: Houses, Loans and the Long Write-Off
Part IV: Report
Chapter 12: The Monthly P&L That Is Just There
Chapter 13: The Package an Accountant Can File From
Chapter 14: The Second Opinion
Part V: Keep It Running
Chapter 15: Banks That Report In
Chapter 16: The Assistant on the Page
Chapter 17: What Stays Human
Appendix

The book, the school and the software

The book

Seventeen chapters, from the shoebox to a package an accountant can file from.

The school

Six modules that walk you through the same steps on your own books.

The software

Accounting Automated, with an assistant on the page. It opens here with the same sign-in.