CPA Guide to Picking a Small Business Accounting Program

A small business accounting program shouldyou do this. Other business forms that small
accomplish three tasks: track income andbusinesses commonly need to produce include
expenses, generate business forms, and keepinvoices, credit memos, monthly statements,
detailed records for other assets and liabilities.purchase orders, and so forth.
Tracking Income and ExpensesIf you have a small business with very simple
The task of tracking a business's income andform requirements-perhaps you need only
expense is really the most important job of anchecks-then a checkbook program may work
accounting system. If you own or manage a smallvery well for you.
business, obviously, you need some tool forHowever, if you have extensive or complicated
measuring your income and your cash flow.business form generation requirements, a more
Although checkbook programs like Quicken andfull-featured small business accounting package,
Microsoft Money do little more than keep asuch as Intuit's QuickBooks, Peachtree's Complete
checkbook, you can actually keep financial recordsAccounting, or Microsoft Small Business
for a business right out of a checkbook. To doAccounting will do a better job for you.
this, you simply categorize deposits as falling intoIf you produce more complicated forms, but you
some income category. And when you write aproduce these other forms with a word
check or make some other withdrawal, youprocessing program, then a checkbook program
categorize expenses as falling into some expensemay still work for you.
category.Detailed Record Keeping for Other Assets and
One problem with using a checkbook program,Liabilities
however, is that by using a checkbook program,The third task that a small business accounting
you are implicitly using cash-basis accounting toprogram should help you with is detailed record
track your income and expenses. Cash-basiskeeping of your most important assets and
accounting counts income when you receive aliabilities. A checkbook program lets you keep
deposit and counts expense when you write agood detailed records of cash, and for some
check.businesses that is the principal asset. But many
Cash-basis accounting is easy to understand, andsmall businesses have other significant assets and
that means you are less likely to make errors inliabilities they need to track, for example,
implementing it. However, cash-basis accounting isaccounts receivables, inventory, and vendor
generally too imprecise for more complicatedpayables.
businesses. If you use inventory in your business,Whether or not a particular software program's
for example, cash-basis accounting isn't veryaccounting tools provide adequate asset and
accurate-and the Internal Revenue Service doesliability record keeping depends on the situation.
not allow it.However, no small business accounting program
And there are other circumstances, too, in whichdoes everything you need it to do. Any
cash-basis accounting produces serious and usuallyaccounting program that provides an extensive list
unacceptable errors in precision. For example, ifof features, by its very nature, becomes a
you often receive money before you havechallenge to use. For example, moving to the
actually earned it or if you often incur expensesaccrual basis of accounting adds an entire layer of
long before you actually have to pay for them,complexity to financial record keeping, and
you need to use a more sophisticated accountingkeeping detailed records of inventory adds
program than a checkbook program.another layer.
Generating Business FormsFor these reasons, even when a particular
The second task that a small business accountingprogram doesn't do everything you need it to do,
program should help you with is the generation ofyour best choice still may be to use the
business forms. The most common business formprogram-and then simply live with its
is simply a check. Any checkbook program helpshortcomings.