Bookkeeping in Santa Rosa is a tedious and time consuming, but necessary task. When properly maintained, your books can help you assess overall business performance, create benchmarks, and take short-term & long-term strategic decisions.

Manual bookkeeping is passe. People can make costly errors that can hit a business where it hurts the most. You cannot rely on a manual bookkeeping system or your employees may get bogged down with bookkeeping tasks and may struggle to make time for more important tasks.

So, to prevent these common issues, consider partnering with a bookkeeping firm in Santa Rosa with years of experience.

Why Automate Your Bookkeeping?

To ensure your employees are able to make time for the work that matters and reduce the burden of workload, automate your bookkeeping. Opt for a software that allows your bookkeeping team to carry out accounting processes swiftly and efficiently.

There are many benefits to automated bookkeeping. An automated bookkeeping system reduces the need for human intervention, thereby preventing manual data entry errors. An automated bookkeeping system generates real-time data, so you can make the right decision at the right time.

How Does a Bookkeeping Software Work?

An automated bookkeeping system works by categorizing, investigating, and enriching transactions.

  • Categorization: Instead of only applying basic rules, a bookkeeping software analyzes hundreds, even thousands of transactions simultaneously resulting in enhanced accuracy and efficiency
  • Investigation: A bookkeeping software validates and verifies transactions, bringing uncategorized transactions and transactions with unknown origins to your attention
  • Transaction enrichment: Without contextual information, it can be challenging for a human to analyze a data set. Bookkeeping software uses machine learning to analyze data sets and provide insights into old and new transactions

Tips to Automate Your Bookkeeping

Plan your automation project. Do not rush through tasks or you may end up making errors and will have to start over.

Here are some bookkeeping automation best practices.

  • Put a responsible person in charge. Assign them the task of overseeing the project from start to finish
  • Take things slow.
  • Educate your team.
  • Ensure your strategy aligns with your automation goals
  • Start by solving problems you’re already dealing with.

Features to Consider When Choosing an Automated Platform 

Make sure the software you are considering has the following abilities.

  • Advanced cash management capabilities
  • Can manage your accounts receivable and payable
  • Can do bank reconciliation and manage billing and invoicing
  • Can generate important financial report
  • Boasts advanced expense tracking capabilities

Are your books a mess? Virtual Jeannie Bookkeeping Services can help. We offer a range of bookkeeping services under one roof. Our bookkeeping experts have years of experience creating customized bookkeeping solutions to fit the unique needs of their clients. To make an appointment with one of them, call (707) 664-1425.