Set up and automate your bookkeeping
Your bookkeeping is spread across different programs, emails and exports? I set up the right software, connect your bank, receipts, shop and payment providers and automate what repeats every month. After that your bookkeeping no longer depends on one person or on your tax advisor.
Why your programs don't work together
Many businesses have software, but no process that connects it. The bookkeeping sits in one program, receipts in an inbox, bank transactions come as an export, and every month someone does the same steps by hand. That takes time, leads to mistakes and stops working once the business grows.
I look at how things work today, choose the software that fits and set everything up so the programs exchange their data automatically.
Software I work with →What I set up for you
These are the projects I do most often.
Setting up new accounting software
You're starting out or want to reorganise your bookkeeping. I choose the software and set up the chart of accounts, categories, tax rates and bank connection.
- Choosing and setting up the software
- Bank connection and matching rules
- Receipts by email, app and upload
- Handover to you, to me for the ongoing bookkeeping or to a tax advisor of your choice
Switching software
For example from DATEV to BuchhaltungsButler. I take over the data you still need and check everything before the switch.
- Review of your current software
- Data transfer and clean-up
- Running both in parallel before the switch
- Walkthrough after the switch
Automation through integrations
I replace recurring manual steps with automated workflows, using Make, n8n or direct integrations between your programs.
- Receipt import through integrations
- Automatic bank matching
- Sending invoices and payment reminders
- Reports and dashboards
Connecting your shop, payment providers and HR tools
You use Shopify, WooCommerce, an ERP or HR tools and want them connected to your bookkeeping.
- Shopify and WooCommerce
- HR tools like Deel, Remote and Taxmaro
- Payment providers like Stripe, GoCardless and PayPal
- Custom integrations with Make or n8n
How a project works
Before I start, you get a quote with the scope and the price.
Free info call
15 minutes. How your bookkeeping works today, which programs you use and what you want to change.
Quote
You get a quote with the scope, timeline and price.
Implementation
I carry out the project. You get regular updates and can give feedback at any time.
Handover and support
A walkthrough, written documentation and a set period for questions after the project.
I record your day-to-day business transactions and prepare your VAT returns and year-end closing up to the final step. You or a tax advisor of your choice then submit them.
Good to know: the analysis and the plan before the setup can be funded by BAFA as a consultation. BAFA doesn't fund the setup itself.
What clients say about working with me
“Sandra is the go-to expert for setting up automated accounting in Germany. She was very patient with me, always available for answering my questions. Very supportive. Highly recommend her.”
“She was an absolute pleasure to work with. Her expertise in accounting automation helped us streamline our processes significantly.”
“Sandra is one of a kind in her unique mix of great analytical & entrepreneurial thinking and hands-on mentality.”
Common questions
Which software do you set up?
Usually BuchhaltungsButler and GetMyInvoices, because they let me automate most of the processes. If your current software works for you, I set that up instead.
How much does a project cost?
It depends on the scope. After the info call you get a quote with a fixed scope and price, before anything starts.
Who does the bookkeeping afterwards?
That's up to you. You do it yourself, I take over the ongoing bookkeeping, or a tax advisor of your choice does it.
Do I still need a tax advisor afterwards?
For the year end you decide. Your tax advisor does it, or you do it yourself for your own business. If you like, I prepare your VAT returns so you only need to submit them. You or a tax advisor of your choice take care of the tax returns.
What should run automatically in your business?
Tell me in 15 minutes how your bookkeeping works today.