How to Create a Bookkeeping Document in Apple Numbers?

Bookkeeping is defined as a day-to-day record of the financial statements and transactions, and it ensures such records are correct, approximate, and comprehensive.

If you want to create a comprehensive and systematic record of financial information, here are a few steps and inclusions for you to take into consideration.

1. Review Your Financial Objectives

Before you keep track of the financial transactions, begin by checking on your business objectives. Bookkeeping is also a tool to determine whether your economic transactions conform to the mission, vision, and goals of your company or not. Even if you own a small business, you have to have a strategic plan to ladder-up and reach the maximum potential of sales.

2. Create A Balance Sheet

When creating your accounting spreadsheet, never forget to provide two main columns where you will indicate the assets and liabilities. As you do, make sure you give the values of the things that your company possesses before it was established (assets) and the amount of the things that were lent or outsourced (liabilities). Then, determine the difference between your assets and liabilities, which yields to equity.

3. Prepare Your Ledger

Your ledger can be prepared with your paper and pen handy. All you have to-do list down the monetary unit of the account according to its account type. Provide two columns to balance your debit and credit and then end with the monetary value of the balance for each account. When recording your company's economic transactions, don't forget to specify the items (investments) made by your company. Then, put their monetary value aside.

4. Choose An Accounting Software

There are lots of accounting software you can choose to do your bookkeeping jobs, such as Excel, Word, and Apple Numbers. However, if you want to ensure convenience while doing bookkeeping, try to use the Apple Numbers application. It's unique because you can simply do your bookkeeping on your phone. Not just that, you can also frequently check on the details you filled in the spreadsheet. Well, if you're planning to be a self-employed bookkeeper, then this app will work for you.

5. Begin Your Bookkeeping

If you want to be a freelancer in bookkeeping as a service, then start doing it now on your phone. All you have to do is launch Apple Numbers then do your job anytime, anywhere, with no hassle. As soon as you launch the app, choose a blank sheet template, and begin entering the data for computation.

6. Don't Forget To Promote Your Brand

There is no wonder that all your bookkeeping documents will be sent either via mail or email to your stakeholders, make sure to include your logo and company name. Bookkeeping documents or materials don't just limit to the actual stakeholders; they may also reach your potential clients or shareholders. Therefore, this is a good opportunity for you to increase your sales and improve your brand promotion. So, consider including simple clipart to give it the right balance of beauty and formality.

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