Accounting itself as a founder and small business owner: 5 tips and tricks


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Accounting is an unpopular task for many self-employed, which is why they like to hand them over to a specialist. But especially for founders or smaller ones Company however, such outsourcing of financial accounting is often not possible. 5 Tips that help to make bookkeeping and even taxation yourself. Do accounting yourself as a founder and small business owner: 5 Tips and Tricks Accounting yourself as a founder and small business owner: 5 tips and tricks


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Simone Janson Simone JansonSimone Janson is publisher, German Top20 blogger and Consultant for HR communication.

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Do bookkeeping yourself - does it make sense?

I tell my readers a secret today: My bookkeeping including advance VAT and tax return I do myself. This often causes astonishment, because the German tax system is considered one of the hardest in the world and most people prefer to entrust this disagreeable task to a tax accountant.

For me, on the other hand: man grows with his tasks. I also started small entrepreneurial and worked my way up step by step. At the beginning, I certainly did that to save money, but now also because I prefer to keep track of my finances.

Automation helps with bookkeeping

Because I have in the circle of acquaintances also some horror stories in which people were cheated by your tax adviser. Also, communicating with an accountant or accountant can be time-consuming. I'd rather do it myself.

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Of course, I also have help with this complex topic. And indeed help from algorithms that relieve me a lot of calculation work. I still have to enter my data and receipts myself - more on that below. But one of my acquaintances recently realized that she needed a lot more time to get her data and papers properly forwarded to her accountant - and now, with the right technology, she saves a lot of effort.

5 Self-Accounting Tips and Tools

What I've noticed over time: It's not that difficult to take care of the books yourself. With the right tips and tricks, the bookkeeping even succeeds those who have little experience in this area. Add 5 food for thought and tooltips:

1. A correct bookkeeping is essential

Every self-employed person has the obligation to keep books and to document all business transactions in such a way that a third party understands the system. Because the tax office determines with the help of the documents from the accounting the taxes to be paid. Therefore, it is essential to work cleanly in this activity to avoid mistakes.

These can have serious consequences for the self-employed, for example leading to high penalties. But that is not the only reason why a conscientious accomplishment of this task is important. The bookkeeping also offers advantages for the entrepreneur himself. If they do this thoroughly, they always have an overview of their financial situation and can intervene directly if necessary. From this, ultimately, the success of an operation can be read.

2. Book yourself is worth it

Taking care of the bookkeeping yourself is not only financially viable. Those who book themselves, therefore, also suitable for important knowledge in terms of tax and finance. Because as an entrepreneur you should not blindly rely on an expert, but also own the necessary know-how on fundamental aspects in this area.

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Moreover, the independent completion of the bookkeeping also has the advantage that you have access to all the necessary data at all times and does not have to wait for the transfer of these by the accountant. This ensures that you can act on potential problems directly.

3. Each receipt must be kept

It is only possible to make a booking if there is also a corresponding receipt for this. Therefore, it is essential to keep every single document. Only with these can be understood, whether the booking is correct.

Basically, a distinction is made between incoming and outgoing documents. The latter are invoices that the company sends to its customers. Incoming receipts are invoices that use the Company must settle by yourself. For documents, the following document types are distinguished:

  • Invoices
  • receipts
  • receipts
  • Payroll
  • credits
  • bank statements
  • cash movement
  • Credit card movements

It is also important not to forget running costs such as insurance, rent or telecommunications fees.

4. Sort receipts according to a sophisticated system

It is also important not to keep the receipts indiscriminately in a box, but to sort them by a system. Only then can they be recovered quickly and unnecessary chaos is avoided. It makes sense, for example, a sorting in a folder in which the documents are filed according to initial and incoming invoices and chronologically proceeds.

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Digitized evidence can be found even faster: All you need is a tool that automatically captures documents. I use here, for example Lexoffice, with which I can practically scan in the receipts with a Handyapp. In this way, they can be stored within a few seconds and thanks to the search function just as quickly found again.

5. Choose the right accounting software

In order to facilitate the work, it is recommended to use a special accounting software. With this even those who have little experience in this area can also do this job without any problems. Such a program ultimately ensures greater efficiency and saves time.

When choosing the right solution, however, one has to consider some aspects. So it makes sense, for example, that necessary interfaces such as those to ELSTER are available. That's why you should look for yourself before buying the program inform extensively about accounting software, Only then can a well-considered decision be made.


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  1. Julio Jansky

    Your content really encourages you to follow your own ideas. More please!

    • Simone Janson

      Thanks you're welcome!

  2. Holzmann

    I stumbled upon this page by chance and think it's really good.

  3. Robin

    Since its inception, the automation software Bilendo has helped me. The rest I was good alone, right. Nice article.

    • Simone Janson

      Thanks for the hint, we are happy if you like the post.

  4. Uta

    What an important and clear contribution, thank you very much!

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