As soon as you have a SIRET, your sole proprietorship is subject to fiscal and accounting obligations. Tools can help you fill them out by letting you be guided.

What are the best accounting tools for sole proprietorships?

What is simplified accounting?

Simplified accounting corresponds to lean management, also called cash accounting. It consists in recording only the financial flows actually received or disbursed, without taking into account claims or debts until they are settled. This management method is ideal for individual businesses that want a clear vision of their cash flow without the need for complex accounting.

Who can use simplified accounting?

This accounting regime is mainly aimed at micro-enterprises, auto-entrepreneurs, artisans, freelancers and small businesses. It offers them several advantages:

Reduced accounting costs
Fewer formalities to complete
Direct view of available cash
Save time on administrative management

However, even simplified accounting requires rigor and organization.

Minimum legal requirements

Despite its simplicity, this regime imposes a few essential obligations:

Maintaining a dated and numbered recipe book
Retention of supporting documents for 10 years
Compulsory purchase register for merchandise sales activities

Best practices for managing accounting effectively

1. Choosing a suitable tool

Tools are designed to simplify the daily life of entrepreneurs. The ideal is to choose software connected to your bank, which automates the import of transactions and the production of tax documents.

2. Organize your financial flows

Classify your cash inflows and outflows by categories: sales, subscriptions, professional expenses, social security contributions... This will make it easier to read your activity month by month.

3. Create a weekly routine

Dedicate 30 minutes each week to:

Check your receipts
Scan and save your receipts
Update your cookbook

This makes it possible to avoid delays and to remain calm in the face of declarations.

Automate to go further with Koncile

To further automate your accounting management, you can use a solution like Koncile. Thanks to his OCR intelligent, Koncile allows you to automatically extract key data from your accounting documents: invoices, receipts, statements, etc.

Save time by avoiding manual entry
Automatically classify and centralize your parts
Use the extracted data to feed your cookbook or tracking tables

Koncile helps you to structure your documents in a few clicks and to make your simplified accounting reliable.

Pitfalls to avoid:

Mix professional and personal expenses : it distorts the readability of your accounts
Neglecting supporting documents : each expense must be traceable
Forget the statements : the deadlines remain the same, even in simplified accounting