1
Trades business, GmbH & Co. KG: bookkeeping moved out of the tax advisor's DATEV
- Starting point
- All bookkeeping ran in the tax advisor's DATEV. The company had no up-to-date numbers of its own, even though cost centres mattered for running the business.
- What changed
- The bookkeeping now runs in BuchhaltungsButler, with the master data taken over from DATEV. I record the day-to-day business transactions. Every month the tax advisor gets a checked data export. The direct interface had problems with batch payments, so we switched to a file export, which runs more reliably.
- Today
- The company sees its own numbers. The cost centres stayed as they were. The tax advisor adjusted the field length in their DATEV to make that work.
2
Construction company, GmbH: every project in the right month
- Starting point
- Every income and expense item belongs to a construction project, and to the month the work was done. That isn't always the month on the invoice. Some suppliers give an early-payment discount. Most receipts arrive by email.
- What changed
- Once a week every receipt is checked and assigned to its project and to the month in the construction schedule. Early-payment discounts are taken into account right away. Before a month is closed, there's a second check.
- Today
- The report shows for each project what came in and went out in which month. Closed months don't change afterwards.
3
Online marketing, two GmbHs: ad invoices booked automatically
- Starting point
- Lots of ad invoices from Meta, many in foreign currencies. The invoice data was often read incorrectly, and booking meant a lot of manual work.
- What changed
- New receipts in GetMyInvoices are checked and corrected regularly and only then passed on to BuchhaltungsButler. Ad invoices are booked by fixed rules, and exchange rate differences are recorded automatically when the invoice is paid.
- Today
- Most receipts are checked and corrected before they reach the bookkeeping. Invoices sent by email go straight into BuchhaltungsButler and are checked there. Both companies run on the same process.
4
IT service provider: a fresh start with a bank that has no interface
- Starting point
- The bookkeeping was set up from scratch in BuchhaltungsButler. Neither the company's bank nor its credit card could be connected. The payroll entries come from the tax advisor.
- What changed
- Every month the bank statements and credit card statements are turned into import files. For the credit card the balance matches to the cent, with foreign-currency fees as separate lines. The payroll entries from the tax advisor are adjusted to the chart of accounts and imported.
- Today
- All accounts are complete in the bookkeeping. For day-to-day payments I've suggested an additional business account that can be connected.
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.