What Forms Should I Use to Keep Bookkeeping Straight for Accountant?

I was wondering what types of forms or sheets should I used to keep all of my records for a retail store? Should I keep a daily cash sheet and organize them by month to then turn over to my account? Should I keep a daily balance sheet… etc? I want to keep all of the records in an organized, coherent manner to make it easier for my accountant to then look at and pull the information to prepare taxes, etc. Any suggestions would be great!

Thanks!

Suggestion:

Hi there!
I think that your best solution would be to look into a Point of Sale system for your store. Going computerized in this day & age is verging on necessary. If you utilize a POS system, it will track all of your sales, your customers and your inventory. It will give you all the reports you will ever need so you can better manage your store and your accountant can do your Tax returns easily. A POS system that I recommend is QuickBooks Point of Sale by Intuit. Intuit has the # 1 accounting software in the country and it is known as the easiest to use. There are also support people locally that can help you buy it, install it and learn it.

Hope this helps!

~Ashley Wallace~
Custom Integrated Accounting Solutions
a division of Presti & Naegele
198 Bayview Avenue West
Lindenhurst, NY 11757
(646) 380-4993
AWallace@CIAS-QuickBooks.com

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