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Updated almost 5 years ago on . Most recent reply

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David Bernesser
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BOOKKEEPING for Green-investors

David Bernesser
Posted

New investor looking to find out what types of avenues are out there for keeping books, income, expenses and business related endeavors. Ive heard quicken, excel and other spreadsheets work but wanted to know what the pros use. its the 21st century maybe there are apps too

  • David Bernesser
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    Natalie Kolodij
    • Tax Strategist| National Tax Educator| Accepting New Clients
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    Natalie Kolodij
    • Tax Strategist| National Tax Educator| Accepting New Clients
    ModeratorReplied

    The pros pay a bookkeeper to keep their books. 

    I'd start with a spreadsheet.Once you can afford a good bookkeeper switch over to something more complex. 

    I'm also jaded because I have literally spent 7 hours on phone calls this week with clients and their "bookkeepers" who have software and apps....but without the right knowledge having software is useless if it's all wrong. 

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    Kolodij Tax & Consulting

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