top of page

I Love Spreadsheets

  • vavilliers
  • Sep 8, 2021
  • 1 min read

Not sure where to start with your bookkeeping and administration?

Start with a spreadsheet!

Spreadsheets are a simple way to record your income and expenses while getting started in business.


Benefits of using a spreadsheet

· Edit, share & save your spreadsheet with other people like your VA or Accountant

· Use formulas to calculate running totals or rates

· Keep client information in order

· Keep your spreadsheets filed in electronic storage that also allows you to upload receipts, invoices and documents so everything is in the one place and easy to access

A Virtual Assistant can store and share your spreadsheets and documents in Google drive, Dropbox, one drive or any other preferred form of electronic storage and also upload copies of receipts, invoices and documents. This way you will have all expenses and documents on file and your VA can enter the costings onto your spreadsheet on a regular basis, keeping information updated and easily accessed.

End of financial year or BAS time it’s all there and ready to go.


Once you have these basics set up and your business begins to flow you will have a better idea of what systems and software you will benefit from, making the choice a little easier and more suited for your business requirements.


As business expands then using online software that provides not only tracking of Income and expenses but business reports and bank reconciliations to assist you to grow into the future with streamline systems.


Electronic Storage options - Example






 
 
 

Recent Posts

See All
Communicate with your VA

There are so many communication options you can use without having to make a phone call. VA’s and their clients can communicate anytime...

 
 
 

Comments


bottom of page