Idea: easy accounting for investment clubs
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investment club accounting .co.uk
..."...effortless accounting, why did I not know about this
before?..."... - Bob Martin
" Investment Club Accounting has never been easier. Discover a step-by-step
process to running the accounts for your investment club"
....How to free up time, save headaches and make your life easier!
- By Alan Sidcup investment clubs, investment club, investment club
accounts, investment club accounting, investing,investor clubs, unit
valuation, unit valuation system, unit valuation method, investment
club software, investment club accounting software, proshare, share
club accounting, national association of investment clubs, running an
investment club, starting an investment club, UK share club, share
club, share club software, share club accounting software
on't you just get fed up with spending hours and hours
trawling through the numbers, records and accounts each week for your
investment club. Do you find the process tedious, or difficult?
Running the investment accounts of an investment or share club can be a
slow, laborious process, taking up hours of your time and instead you
could be relaxing and enjoying yourself, or even doing something
important like - researching stocks and shares to make a profit! This
loss of time is potentially costing you money.
By the time you finish reading this article, you will know how to
change all this and make the whole thing a smooth, enjoyable process.
Are you the person who's been roped into doing the accounts for your
investment club, and are finding it a difficult and time consuming
job?....... I was.
I have been running the accounts for our investment club for a number
of years, and at first I found it very frustrating trying to manage the
different factors that cropped up during the normal day to day events
in our investment club, such as managing different member's monthly and
one off contributions, accounting for joiners and leavers and
distributing dividend income.
Like you, I didn't want to be spending hours doing the administration
for the club, when the time could be better spent doing what we started
the investment club for - investing in stocks and shares.
I then began looking for a solution and my research, both on the web
and speaking with other investment clubs, led me to discover that the
popular Unit Valuation System of accounting addresses all of these
Why the Unit Valuation System works so well:
The Unit Valuation System is the recommended method of accounting for
investment clubs by Proshare and the National Association of Investment
Clubs (NAIC), as well as being used by the majority of the clubs in the
The main benefit of using the Unit Valuation System is flexibility to
manage the varying needs of an investment club make such as varying
subscriptions or withdrawals at any point in time which is not easily
done if the club is set up on an equal share basis.
The problem I found, however, is that while there are many websites
that talk about it, and even give you working examples, I still could
not find a simple, understandable guide to running the accounts for a
real club using this system, nor any software to help me.
I decided, therefore, to develop my own process and software bringing
together all my research and, since 1998, I have been using it
successfully within our own investment club. When I started showing it
to other clubs there was a lot of interest, which began to pick
up....to such an extent that I began to write the process down in an
easy to follow way so that anyone running the accounts for an
investment club could pick it up quickly and be running their own
club's accounts in no time at all.
How to make your life easier :
..."...What a great system, it's all so easy to use!..."... - Tony
Imagine being able to have a system at your fingertips that was so
straightforward and easy that the job was done in an instant, freeing
up your time for more important things.
How much nicer would it be to have an easy step-by-step process that
works itself? To be able to get the job done and to be able to present
a perfect, up to date report to your fellow investors in no time at
all. You'll be able to relax and enjoy your free time in the confidence
of knowing you have a job well done.
`Easy Accounting For Investment Clubs' does just that. It combines my
own research and practical experience in running the accounts for an
investment club into a simple step by step process that allows you to
run each aspect of the accounts for your investment club using the Unit
Valuation System, from start to finish, in a quick and hassle-free way.
Simplify your life now!
Here's what it can do :
1) Easily manage members paying different contributions Click here for
Larger Screenshot Image-
No more juggling the figures to take into account different
2) Let members make one-off contributions
A simple way to account for those members who want to put a
bit extra money in
3) Increase or decrease member's contributions
If members want to change the level of their investments, you
can account for it with no difficulty
4) Pay dividends to all members
Making payouts easy when needed
5) Manage new joiners and leavers at a push of a few buttons
If members want to leave, or the club expands - no problem!
6) Account for the buying and selling of shares
Each deal recorded in one place for easy management
7) Easily distribute dividend income
Hassle free distribution of dividend income from the club's
8) Opening a new club?
The process shows you how to set up your club accounts from
9) Managing an existing club?
Have an existing club? Transfer your existing information into
the software in a few simple steps
10) Record all Capital gains/losses and club income (dividends) for tax
Ensure all sales and income are apportioned to each club
member to help in any year-end reporting requirements, such as tax
11) Keep all members informed
By having all the information for your club accounts in one
place, you can easily update and inform your fellow club members of the
progress of the club's investments and their respective shares
How to start enjoying these benefits:
investment club accounting software The 'Easy Accounting for Investment
Clubs' package comes in two parts.
The first part is a 33 page illustrated guide giving you a simple, step
by step process for each aspect of running the accounts of an
investment club using the Unit Valuation Method, from opening up of a
new club all the way through to closing a club, including basic tax
As mentioned earlier, the Unit Valuation System is the recommended
method of accounting for investment clubs and is a proven, popular,
well used system, and this guide makes using it really easy.
The second part of the package is the accompanying software. This
allows you to set up or transfer your existing club account information
onto this straightforward, all-in-one spreadsheet to manage the
accounts for your investment club.
The illustrated guide works through specific examples from the
software, of each stage of the process, allowing you to pick and choose
what you want to do with your club accounts.
It therefore allows to manage each stage of your accounting with ease
and confidence, and give you a simple way to keep the others in your
club updated and informed as to their shares and the progress of the
......Investment Club Accounting has never been easier!
..."...'Easy Accounting for Investment Clubs' has made running the
accounts for my club a piece of cake..."... - Michael Darwin
How you get at least 10 times your money's worth:
If you consider that the average accountant charges around $100 per
hour for their services, then every hour you are spending managing the
accounts for your investment club is effectively costing you this.
By following the process and using the software provided in 'Easy
Accounting for Investment Clubs' even if you saved a minimum of 1 hr
per week, that would be saving you over $5,200 a year in what this time
is really costing you! Imagine how much less work this will make for
you, and how much time and money this will save you.
And of course, that is just each year...over a 5 year period as your
club accountant that would add up to a grand total of $26,000!
Now that you have read this article, I am sure you can see how 'Easy
Accounting for Investment Clubs' will really make your life easier.
In summary, here's what you get:
The 'Easy Accounting for Investment Clubs' software is build in an
Excel Spreadsheet format, and the accompanying 26 page illustrated
guide is in a pdf format for easy reading and printing.
You will need to have Microsoft Excel or a compatible spreadsheet
program, and Adobe Reader.
The software is yours to use for the life of the club. There is no
annual subscription, just a one off payment. On receipt of payment, the
software will be immediately downloadable from our website.
If you respond right away, you pay only [DEL: $169.99 :DEL] $89.99
You can't lose with my 100% moneyback guarantee
"Your satisfaction is guaranteed with our 100%, no-questions-asked,
iron-clad money-back guarantee. If you aren't absolutely thrilled with
the software package, just contact us within 8 weeks and we'll refund
100% of your purchase price. No questions asked."
Test the method for yourself... Try as many of the scenarios as you
like. Once you've started using the software and guide with your
investment club accounting, I'm confident you'll NEVER want to send
So you have nothing to lose when you give it a try today. Within
minutes you will get download instructions, and you can start enjoying
the benefits of `Easy Accounting for Investment Clubs' right now.
You don't have to decide now if this accounting package is for you.
Just get it and try it out. If it doesn't do everything I say and more,
if you don't save time, or your life isn't made easier, or if your
hours of frustration aren't removed, or if you don't absolutely love
it, just let me know and I'll give you every penny of your money back!
So you have nothing to lose and everything to gain."
Here's how to order right now:
To order Easy Accounting For Investment Clubs just click the button
P.S. Remember, if after trying it out, you don't find your job running
the accounts for your investment club made unbelievably easier, contact
me for your money back!
..."... I used to spend hours and hours each month, trying to sort out
the accounts for our club, but using your method has cut down the time
so much that I am able to concentrate on the important things...like
looking for shares to buy!..."... - Nuna Hossenboccus
© 2008 by Investment Club Accounting.Com - All Rights Reserved
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