Bookkeeping
Make day-to-day records easier to find and understand, using a routine that suits the way your business works.
Take stock of what you use
List the places where sales, purchases, invoices and receipts are recorded. Note who updates each record and which reports you can already produce.
A routine you can keep up
Discuss how often the records are updated and where information gets delayed or duplicated. The first step can be an inventory rather than a new system.
- Which records are easy to retrieve?
- Which parts take the most time to keep current?
- What would you like to see more clearly?