Accounting Tips

Tips for Using Simply Accounting

Using To-Do Lists to Save Time

To-Do Lists can help you complete routine bookkeeping tasks more efficiently. If you choose to display the To-Do Lists whenever you start the program, you can complete many transactions in Simply Accounting from a single point.

Updating Inventory Records

If you manufacture or assemble goods, and record both the raw materials and the finished goods in your inventory records, Simply Accounting helps you update your records automatically, with recurring entries. Prepare the recurring entry first, so you can quickly record your production activity whenever you manufacture inventory.

Finding Your Best Customers

Scroll through the Customer Sales summary. In the Revenue column you'll quickly see which customer has purchased the most, in dollars. In the Profit column and the Margin column you'll see which customer's purchases were most profitable. In the Transactions column you'll see how many sales invoices you issued to each customer during the period covered by this report.

Accounting Services

Serving South Boston, we lend our professional accounting services and expertise to South Boston and South Shore companies who want to improve the value of accounting in their organizations. We can help you manage your accounts payables and receviables, produce your monthly financial reporting including statements, profit and loss, balance sheets, budget analysis and more all with the great software that is available. Having a professional CPA firm providing accounting services makes a lot of sense from money management to time management.