16-02-2010 by mcarley
You probably already know that it’s best to store records from the previous year in one place. This could be a folder, a box, or an entire file cabinet, it depends on how many papers you want to keep. Or, you can streamline things a bit and store only what you need. This requires a lot of thought and research on your part. If we are talking about your personal records you can put a copy of your tax return, bank account and property tax statements, your monthly income and expense reports from your Big E-Z Books — Personal Software.
For determining what business records to keep you may want to follow a retention schedule. A retention schedule will tell you how long to keep copies of invoices, bank statements, tax returns, etc. You can print and store your monthly income and expense reports from your Big E-Z Books — Business Edition, along with any special financial statements from your accountant, your paid bills and all other backups for that year that are stored in your Big E-Z Receipt Storage Book, in a single box. Label it with the year and contents on the outside of the box. Then store it somewhere accessible.
Your records will now be at your fingertips whenever you need to access them.
Tags: bookkeeping spreadsheet software, organizing papers, receipt storage, records retention category: Uncategorized | No comments »
18-12-2009 by mcarley
I finished the 2010 Big E-Z Books just a few days ago and it’s going to save users a lot of time by eliminating all the repeating transactions that they have to enter. One new feature of 2010 Big E-Z Books is the Account Balance Tracker area. This is where users can record month end balances for savings, investments, inventory, flex plan, or anything they need to keep track of. In the next month or so, these trackers will be available so customers can enter data and sort it in a meaningful way. Big E-Z Books is available for purchase at www.bigez.com.
category: Uncategorized | No comments »
11-12-2009 by mcarley
I’m nearly finished with the 2010 version of Big E-Z Books by adding some finishing touches on the software. Several customers have been inquiring so I thought I would post a quick update. If you thought the 2009 version was a time saver, just wait until you see the 2010 version. It’s what I call Hi-Speed Bookkeeping. On the latest version, the first ten rows allow you to enter the name of a person, or company, you pay each month and it will populate throughout all the month’s. Just think of the time you will save! Another new feature that many customers requested is the ability of the software to automatically enter the previous months bank balance. Many of the non-profit users requested a better way to reflect a fiscal year ending other than the calendar year end of December 31st.
This is just a few of the new features to hopefully make your Hi-Speed Life a little easier. It should be available for sale this weekend. So please come back soon.
category: Uncategorized | No comments »
04-12-2009 by mcarley
I have an in-box that is overloaded and overlooked. I’m a bit of a procrastinator, ya’ see. I let things pile up until my in-box looks like Niagara Falls. Like most of you I have in-coming mail like bills, circulars, bank statements and cards, and drop things in the box as I go on throughout my day. Since I do a lot of my own work on my software, and on my own website, I also have lots of notes written on 8 1/2 by 11 paper. I even have some new recipes I download and print off the internet; and it’s all sitting in my in-box.
One day last week my in-box was extremely full so I thought I’d try to reorganize it and gain some control over this monster. I went to the office supply and purchased ten plastic folders with pockets, in many different colors. Plastic because I just know that one day I will set one of those paper folders down in some water on the counter and ruin it.
I proceeded to put blank labels on the front of each folder, then sat there thinking about how to organize these papers and what to write on the labels. This part took a long time. I thought about the colors and how best to use them. Okay, brown. I could use that one to hold the bills I need to pay; brown because paying the bills is a crappy job. Honestly — that is what I thought. Now I had the green folder and thought about the bank statements that need to be reconciled. Yes, green…like money…that works. I used the orange folder to hold all my website notes because my website has a lot of orange on the home page. Those little receipts from restaurants and gas stations I categorized and filed into the Big E-Z Receipt Storage Book. I put the cards in a keepsake box and the recipes in a 3-ring binder and tossed out or recycled the fliers and junk mail. There!
I now keep some folders in the In-box until I’m ready to use them and I can honestly say my In-box looks much better; I feel more in control! What I learned here is that to really make a long lasting change you need to put some real thought into it.
Michelle Carley is the owner and operator of Big E-Z Bookkeeping software.
www.bigez.com
Tags: Big E-Z, bookkeeping, organizing category: Big E-Z, Uncategorized, bookkeeping | 2 comments »
10-09-2009 by mcarley
I’ll be very honest . . . It took me a long time to start using the bookkeeping software I designed. I don’t know what took me so long (maybe it was the years of infertility or time spent caring for sick parents before they passed or the time it takes to learn how to run a profitable business) but I’m here now. For the last few years I have used Big E-Z Books software for my business, home and to keep the books of a few of small, non-profit groups. It has helped me hone in on what currently needs to be tracked for small groups like our Boy Scout Troop, the food co-op and a local homeschool co-op. I will discuss how I needed to organize myself before I could help organize others. I will offer tips on how I got things to work or if parts are still not working and why. Stay tuned as I embark on this blog journey. . .
category: Uncategorized | No comments »