Preparing Your Team for Success: Automated Bookkeeping

By Molly | April 10, 2019
Picture of runner for Accountable to you bookkeeping

Success is a relative term, but we all know what it means. And for your business, it’s very clear. As you shoot for the stars and provide the very best service or product for your customers, you’ll need someone in your corner making sure your finances are organized. With automated bookkeeping in Sioux Falls, SD, you can get unprecedented organization—without taking up any more of your precious time.

Implementing Automated Bookkeeping in Sioux Falls, SD

If you’re switching from your own manual process or you’ve decided to no longer use an accountant, you’re making a huge change that will inevitably impact your company for the better. But before you can reap the benefits, you’ll have to get all your ducks in a row so the process will be a smooth one.

Here are a few tips to help you do just that.

Do it Right, Do it Once

First of all, pick a good, convenient date to make the switch. A “rolling launch” would be a nightmare to implement. Make a plan and get all of your current data ready beforehand. Do some research to find out exactly what you need your bookkeeping system to do—for now and for the future.

Our complete, cloud-based automated bookkeeping services give you a full range of options to help with your books, as well as payroll and timekeeping. And to top it off, all of our services are fully scalable, so as your business grows or changes, your bookkeeping system will be right there with you.

It’s better to spend the time planning and getting everything squared away before you make the switch. If you know what you need ahead of time and gather your resources, then the process can be as easy as pressing a button.

The Right Ingredients

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In addition to planning for the future, you’ll need to get your new system up-to-date with your current business and employee information. Here are some examples of things you’ll need to keep in mind when changing to a new bookkeeping system…

  • Official company name & banking information
  • Regular business expenses
  • Accounts payable/receivable
  • All year-to-date payroll information
  • Pay period start & end
  • Payroll tax ID’s
  • Employees’ personal information
  • Individual pay rate/salary & deductions/garnishment
  • Balances for vacation, sick, personal, & paid time off
  • Direct deposit information

Knowing what you need and having it ready ahead of time will make the transition that much easier.

Training & Convenience

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With the new options you’ll be getting with your automated bookkeeping system, you’ll want to make sure your team is all on the same page. But no worries—it’s all about simplicity, making things easy. If you’re switching from a manual system, not only will you make things easier, but you’ll get features you never had before.

Cloud-based automated bookkeeping gives you access to your accounts no matter where you are. There’s no need for additional equipment and having to use “the” accounts computer. This is particularly helpful if you work in a service industry where you conduct business on the road.We can help you understand the ins and outs of your Sioux Falls, SD automated bookkeeping system. And if you’re new to bookkeeping, we have training available to help you gain new knowledge and insight into keeping the books, including training for Quickbooks.

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