Bookkeeping Work Instructions
Financials4Rent offers assistance with writing concise bookkeeping work instructions: a step-by-step manual for your bookkeeping processes. These instructions are very helpful when you have to (temporarily) replace an employee or wish to identify opportunities for improvement or automation.
Explicit, unambiguous bookkeeping work instructions help you and your business, to:
A. Save time
Bookkeeping work instructions save time because they record the fastest, most efficient way of doing things. The instructions ensure the best way of doing the job is clear and known to the people executing it. Each time a new employee is on-boarded time is saved too, as new hires can read through the manual, demanding less time of your workforce.
B. Save money
If the tasks of your bookkeeper are left undocumented, you run the risk of making costly errors in case of (unexpected) leave or replacement. In addition, your new or temporary hire will need time to find out which bookkeeping activities are required and how to process them accurately. Time is money too. With clear work instructions you can avoid errors and time loss.
C. Preserve knowledge
Whenever an employee leaves a company their knowledge on how to perform their tasks is lost. Work instructions are meant to preserve this knowledge. With an accurate write up of bookkeeping tasks, activities, processes, and procedures, you keep the required information to execute the job in the most efficient way in-house.
D. Avoid errors and rework
Verbal instructions leave more room for interpretation and human errors than written manuals do. To prevent unnecessary errors and rework, it is essential to create an unambiguous, precise write up. Financials4Rent offers the required outsider’s perspective on the job and its tasks to make sure the right questions are answered in the manual. Explicitness is key.
E. Replace employees on leave more easily
No need to reinvent the wheel each time an employee has to be replaced for either short- or long-term. The tasks of a bookkeeper on leave are easier passed on to their replacement when all tasks are documented in an easy to follow manual.
Request Assistance With Bookkeeping Work Instructions
Bookkeeping Reconciliation Templates
Reconciliation templates are essential tools to confirm the accuracy and completeness of your bookkeeping records. They can be used for monthly or yearly closings.
Financials4Rent customizes the template of choice to meet your requirements. The design process of your template(s) takes place at your office. This is a one time only service delivered with step-by-step instructions for your bookkeeper.
Financials4Rent can assist your company with the following reconciliation templates:
- BBO/BAZV reconciliations
- Payroll reconciliations
- Pension/retirement reconciliations
- Depreciation schedules
- Prepayment schedules
- Employee loans reconciliations
- SVB reconciliations
- Revenue reconciliations
- Cash flow reconciliations
Request Your Customized Reconciliation Templates
Want to find out more about how our Bookkeeping Tools 4 Rent can make bookkeeping easier for your company?
Contact us for further details or a quotation.