Digitalisation & Processes
From the binder to a month-end close in 30 minutes.
Receipts, till, bank and accountant belong together – but in most businesses they run on paper, email and manual work. I rebuild the flow so it runs by itself and stands up to an audit.
DATEV & AgendaBoth worlds, both export formats – I set up whatever your accountant uses.
Audit-readyPOS connection, document filing and archiving set up technically so your accountant has everything at hand during an audit.
During ongoing operationsChangeover in small steps – nobody has to close the business for it.
The typical starting point
The till prints Z reports that someone files away. Invoices arrive by email, on paper and as WhatsApp photos. Once a month someone spends half a day on the cash book, then the binder goes to the accountant – and two weeks later come queries about receipts nobody can find any more. That's no accusation, that's the norm. But it costs time every month that nobody pays for.
What I actually do
Digitise the document flow
- Capture incoming and outgoing documents digitally (scan, mailbox, app) and hand them over automatically to DATEV Unternehmen online or Agenda
- Connect bank accounts and card payments (e.g. SumUp) so that payment and receipt find each other
- Clear responsibilities: who scans, who checks, who approves – so it still works when staff change
Till & digital cash book
- No more handwritten cash book: either set up your accountant's digital cash book (DATEV Kassenbuch online or Agenda) and train your team on it – or connect the till directly to DATEV or Agenda via the POS manufacturer's interface, so daily closings land at the accountant's automatically
- I clarify with the POS manufacturer and the accountant which route fits your system, and set it up
- Safe, tips, deposits, withdrawals: the special cases that come up every month in practice are captured cleanly in the system and documented traceably
- Support with a change of POS system – from selection to training the team
Review and streamline processes
- Half a day on site: I walk through the workflow with the people who do it every day – not just with the boss
- Find and replace double entries, Excel lists in three versions and paper chaos
Important: I don't replace your accountant, I make their work easier. I'm happy to work directly with the accountancy firm and agree export format and hand-over with them. I set up systems and automate workflows – the bookkeeping itself, account assignment and all tax questions remain with your accountant (no tax advisory services under German law, § 6 StBerG).
Who it's for
- Restaurants & hospitality – till, cash, tips, lots of small receipts, high audit pressure
- Trades – quotes, measurements, invoices, materials on account and the binder in the van
- Mid-sized businesses – grown workflows, several locations, bookkeeping split between in-house and external
Let's look at your document flow.
One appointment, an honest assessment, a fixed price. That's all it takes to start.