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How do you organize small biz/personal finance records?


shanezomom
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We run a small s-corp manufacturing business and I do the books. I am not a natural detail person and I do my best. Over the years we have also acquired several properties, some of which we rent out. The record keeping details have gotten more complex and I am looking for a way to streamline and organize. I feed data to our accountant, but it really takes me a long time to analyze what goes where and I have to break out credit card payments and other consolidated invoices that are relevant to different things.  Itemizing for tax deductions is my primary motive at the moment. I use Quickbooks for invoicing in our biz. 

Does this sound like something you've figured out? Can I learn from you? Thanks.

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