您的簿记清理清单[用于吱吱作响的清洁书!]

春季清洁是家庭中的主食。随着时间的流逝,事情变得非常混乱,尤其是当您忙碌时。在业务中,您的会计书可能会发生同样的事情。您的书需要整理吗?使用我们的簿记清理清单开始。

在本文中,我们将结束:

  1. Why bad bookkeeping is bad for business
  2. 如何修复不良簿记:6个提示
  3. Bookkeeping clean-up checklist

Why bad bookkeeping is bad for business

What’s the big deal if your books are a little messy, anyway? Messy, incomplete, and inaccurate bookkeeping can lead to a slew of issues that cost more than just time. Bad bookkeeping can also lead to hefty IRS penalties and (喘气!)审核。

这是您可能需要处理的一些特定问题,这是由于凌乱的书籍:

  • Trouble getting business loans or investments
  • Inaccurate picture of financial health
  • 超级Drawals
  • 错过的机会(例如,税收减免或积分)
  • Penalties for inaccurate filings
  • Inability to find key records
  • 浪费时间
  • Inconsistencies in your records

简而言之,不良的簿记会将您的时间和金钱(甚至是您的业务)列入生产线。如果您发现自己正在处理上述任何问题,那么可能是时候给您的书籍一些TLC了。

会计错误=头痛。很多头痛。

每个人都会犯错。但是,会计错误会花费您的商业时间和金钱。下载我们的免费PDF指南,以了解如何避免10个常见会计错​​误。

如何修复不良簿记:6个提示

如果您在会计中挣扎着混乱,则需要知道如何解决不良的簿记。

查看以下有关如何清理混乱簿记的提示。

1. Check for data entry errors

You need to record every business transaction. And let’s be honest, there are很多to record. So from time to time, you may wind up with data entry errors.

A data entry error takes place when you enter inaccurate information in your books. This could be due to mistakes like:

Check for data entry errors to clean up and sort out your books. You can find these types of errors by double-checking your work and preparing trial balances at the end of each reporting period.

在某个时候,您也可能会与数据输入错误相反。您可能会忘记记录交易,这是遗漏的错误。未能记录每笔交易都会丢弃您的书籍(又名Bad Bookkeeping!)。

要修复遗漏错误,请通过记录(例如收据)梳理。在正确的会计期内记录书籍中的任何省略条目。

2.调和您的帐户

您多久调和您的会计帐户(例如资产)?如果您不将书籍与外部帐户余额(例如银行帐户)调和,那么您将留下不好的书。

Reconciling your accounts is the process of comparing what you record in your accounting books with the transaction on your bank or credit card statement.

交易应匹配。如果没有,请调整您的记录以将您的银行或信用卡声明与您的会计条目匹配。

For example, you may need to adjust your books to include:

同样,您可能必须调整银行对帐单余额:

  • 运输中的存款(即,将银行对帐单的余额提高到运输金额中的存款)
  • 未偿还支票(即,从银行对帐单余额中减去未偿还支票金额)

所以,你应该多久做一次bank statement reconciliation?尝试旨在每月对您的帐户进行整洁的书籍进行调解。

3.进行调整条目

Adjusting entries are key for making sure you record transactions in the right accounting period. Again, you must make them after finding data entry errors and reconciling your books.

您还可以创建调整条目以记录折旧和摊销,可疑帐户的津贴以及应计收入或费用。

There are three adjusting entries categories:

  1. 应计:尚未记录,收到或付款的收入或费用
  2. Deferrals:记录但尚未赚取或使用的收入或费用
  3. Estimates:Non-cash items, like an allowance for doubtful accounts

像您进行定期日记条目一样准备调整条目。只需借记一个帐户并归功于另一个帐户。

4.寻找重复项

春季清洁是整理的时候。您知道,摆脱可能不需要的重复物品。

您的簿记清理清单也是如此。查找并删除重复项,以摆脱不必要的混乱,并从不准确性中保存书籍。

重复的日记条目可以表明您的钱比您拥有的钱更多。要查找重复项,请调和您的帐户。

5.升级您管理书籍的方式

Often, messy books are the result of a poor recordkeeping process. For spick and span books, you might consider upgrading your tried-and-true spreadsheet or paper records to software.

会计software可以帮助你保持你的记录在一个可访问的年代吗pace. Plus, you can get features like automatic bank transaction imports, machine learning, and the ability to accept credit card payments. And, you can quickly generate key financial statements, like your P&L and balance sheet.

使用会计软件可以帮助您整理书籍,简化管理方式,并以触手可及的方式为您提供财务数据。

6.咨询会计专业人士

Sometimes, you’re too busy for an accounting clean-up. Or, you may not know what you can do to fix them. An accounting professional can help you unravel and clean up accounting records.

雇用会计师可以提供帮助:

  • 腾出时间
  • 提高书籍的准确性
  • 让你安心
  • Fix accounting mistakes

Bookkeeping clean-up checklist

在整理您的书籍时,请创建一个清单,以帮助您跟踪所需的需求,并将项目交叉出待办事项清单。要开始,请在下面使用我们的簿记清理清单。

Bookkeeping clean-up checklist: Check for data entry errors, reconcile your accounts, make adjusting entries, look for duplicates, upgrade the way you manage your books, consult an accounting professional

这不是法律建议;有关更多信息,请click here.

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