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Choosing How to Keep Records Print

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Paper, spreadsheet or software.

PAPER

Works for very small volumes.

Difficult to search, easy to lose, impossible to analyse.

A SPREADSHEET

Sufficient for many small businesses.

Cheap, flexible, and it requires discipline.

ACCOUNTING SOFTWARE

Automates much of it, connects to banking, produces reports.

Costs monthly, and requires setup.

WHAT TO CHOOSE

A spreadsheet, to start, if volumes are low.

Software once transactions exceed what you can comfortably enter.

WHAT DRIVES THE CHANGE

Volume Needing invoices raised Needing reports Having staff An accountant who prefers it

WHAT TO ASK YOUR ACCOUNTANT

What they prefer to receive.

That reduces their time and your cost.

WHAT TO AVOID

Software more complex than you need Paper records for anything but the smallest business Changing systems repeatedly

WHAT MATTERS MORE THAN THE TOOL

Doing it consistently.


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