The Best Tools for Keeping Track of Your Books

When you’re a small business owner, you have a lot going on – all the time! That’s why you need a simple bookkeeping solution you can actually understand. At Edgewater CPA Group, we’re aware that there are lots of options out there. But your business is as unique as you are, and each tool offers different features. Here’s a brief look at what we suggest.

Use what works for you

Any good bookkeeper will tell you that bookkeeping is all about consistency and discipline in entering data. The best way to keep track of your books is whatever method you will actually focus on. If you do better with an Excel file or app you’ve used for years, use what you will keep up with.

Explore accounting software options

Most accounting software products offer free trials. Freshbooks, Wave, Xero, and Paddly are all well-known and well-reviewed. You can find video reviews, blog posts, and many other resources that dive into the ins and outs of these products. 

Consider Quickbooks

At Edgewater, we often recommend that our clients use Quickbooks. It is fairly simple and built for the non-accountant. It also has features for automatic downloads from your bank, and can be viewed on your phone. In addition, as you grow your business, there are many third party softwares that integrate with Quickbooks.

Edgewater can help

With the small business bookkeeping services from Edgewater, you have the freedom to run your business while our certified bookkeepers take care of the financial management responsibilities. At the end of each month, we deliver accurate and up-to-date financial statements, allowing you to make the most informed business management decisions. Our goal is to help relieve the stress of tracking your finances, allowing you to run your company with minimal financial distraction. Schedule your consultation today by calling (888) 317-4835. We have offices in Fort Wayne and Indianapolis, IN, and serve clients across the United States.