Choosing the Right Bookkeeping Software

Being a bookkeeper is hard work, and each day is filled with a lot of decisions. As an employee, you have to decide: How to record transactions When to file returns How to present the latest numbers And on, and on As a freelancer or business owner, you have even more decisions to make. What […]

Bookkeeping and Technology: Part 2: My Setup

This is the second post in my series about bookkeeping and technology. Last time I wrote about the early days of moving my business online. Today I’d like to talk about the tech I use and how it has changed the way I run my business. For the sake of brevity we’ll stick to what I use for client bookkeeping.

My basic criteria:

If my client is going to be using it, I want the interface clean and simple. There should be as little industry jargon as possible.

Is this a slight on my clients? Of course not.

My job as a bookkeeper isn’t just to record business data and generate reports. My job is to make that part of an owner’s business as simple as possible. I want my client to worry as little as possible about entering data so they can get back to doing what they do best.