18/02/2021
(You will definitely need to save this post)🙌🏾
⠀⠀⠀⠀⠀⠀⠀⠀⠀
There are a lot of accounting tools available, so choose the one that best fits your needs.
⠀⠀⠀⠀⠀⠀⠀⠀⠀
Limit your search to tools that include these features:
⠀⠀⠀⠀⠀⠀⠀⠀⠀
✨Cloud-based. This means the platform stores your data and makes it accessible anywhere and at any time.
⠀⠀⠀⠀⠀⠀⠀⠀⠀
✨Bank feeds. You want the tool to automatically pull your transaction history.
⠀⠀⠀⠀⠀⠀⠀⠀⠀
✨PayPal/Stripe/Zapier integration. If you use either of these services, you’ll want the tool to integrate with them.
⠀⠀⠀⠀⠀⠀⠀⠀⠀
✨Multiple users. If you’re a solo operation at the moment, this isn’t entirely important. But someday you’ll want additional user accounts to let a team use the tool.
⠀⠀⠀⠀⠀⠀⠀⠀⠀
✨Bank rules. By setting rules, you can have your accounting software automatically categorize transactions without your approval. This greatly reduces how much time you spend managing the tool.
⠀⠀⠀⠀⠀⠀⠀⠀⠀
✨CMS integration. Ideally, you’ll want a tool that links with your website platform.
⠀⠀⠀⠀⠀⠀⠀⠀⠀
Once you’ve chosen an accounting tool, I strongly recommend you have an accountant or bookkeeper look over the setup of your software before you get started doing your weekly (or monthly) bookkeeping.☺️
⠀⠀⠀⠀⠀⠀⠀⠀⠀
If you are a Service-based business woman in need of a Professional Bookkeeper or a Virtual CFO, click the link in my BIO to book a complimentary consultation call.