Bookkeeping training for your team, in your software and with your receipts
Do you keep your bookkeeping in-house, or want to? I train you and your team in a practical way that's easy to follow, right in your software and with your own processes. So the knowledge stays in your business and doesn't sit with your tax advisor.
Where mistakes happen day to day
You have good accounting software, but mistakes still happen in day-to-day work. Receipts get assigned to the wrong account, deadlines are missed, reports aren't understood. That's rarely down to the software. Usually the know-how is missing.
I train your team exactly where things get stuck, in your software and with your own receipts. What you learn in the session, you can use the next day.
What I teach you
The content depends on your situation, your software and what you already know.
Bookkeeping basics
Debits and credits, chart of accounts, SKR03 and SKR04, explained with examples from your own bookkeeping.
Training in your software
BuchhaltungsButler, Lexware Office, sevDesk, DATEV or other programs.
Receipt management
How receipts are recorded, assigned and stored properly, so there are no questions before the year end.
Understanding reports
BWA (the standard German management report), cash flow planning, monthly report. I explain what the numbers mean.
Deadlines and obligations
Which deadlines apply, what happens if you're late and how to set up a monthly routine you can rely on.
Automation in day-to-day work
Which steps can be automated and how to use that in your daily work.
Who the training is for
Whether it's one person or a whole team, the training is based on what you already know and how you work.
You want to understand your bookkeeping and do it yourself.
You're new to the role or want to get confident with a specific program.
You handle bookkeeping alongside other tasks and need structured know-how for it.
You want to work confidently with the new system.
Good to know
BAFA doesn't fund training on its own. If it's part of a consultation on your processes, BAFA can fund 50 or 80% of the consultation. In that case only the consultation is funded, the training isn't.
How the training works
Free info call
15 minutes. We look at what your team already knows, which software you use and what they should learn.
Training plan
I put together a plan based on what you need.
Training sessions
Live, interactive and with examples from your business.
Materials and follow-up
You get all the materials and a set period for questions by email.
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 train in?
The software you use, for example BuchhaltungsButler, Lexware Office, sevDesk or DATEV.
How many people can take part?
One to one or as a team of up to 6 people.
How does the training work technically?
By video call with screen sharing. That way we work right in your software and with your own receipts.
Is the training funded?
BAFA doesn't fund training on its own. If it's part of a consultation on your processes, the consultation can be funded, but not the training.
Can the training be in English?
Yes. The software is often in German and the bookkeeping follows German rules, so I explain the German terms as we go.
What should your team learn?
15 minutes, free. Afterwards you get a quote for your training.