Which software do you recommend for creating a profit and loss statement?
April 18, 2022 | 40,00 EUR | answered by Adele Halbscheffel
Dear Tax Advisor,
My name is Paul Götzinger and I am the owner of a small business. In the past, I have manually created my profit and loss statement, but due to the steady growth of my business, this is becoming more time-consuming and error-prone. That's why I am looking for a suitable software that can help me create my profit and loss statement.
Currently, I do my accounting with DATEV and therefore I am looking for software that can integrate well into my existing processes. I want to ensure that the software is user-friendly and helps me quickly and efficiently create a meaningful profit and loss statement.
My concerns mainly lie in the fact that I have no experience with accounting software and I am afraid that I will not be able to navigate it or that the software will not meet my requirements. Therefore, I would like to hear from you which software you would recommend and what experiences you have had with it.
Can you recommend a user-friendly software that integrates well into my existing processes and effectively supports me in creating my profit and loss statement? I would be very grateful for your recommendations and advice.
Thank you in advance.
Sincerely,
Paul Götzinger
Dear Mr. Götzinger,
Thank you for your inquiry regarding suitable software for creating your profit and loss statement. It is understandable that manually creating this statement is becoming more time-consuming and error-prone due to the growth of your company. A good accounting software can help you make this process more efficient and error-free.
Since you are already working with DATEV, it makes sense to look for software that integrates well with your existing processes. One software that I can recommend is Lexware. Lexware offers a variety of accounting and tax software solutions specifically designed for small and medium-sized businesses.
Lexware is known for its user-friendly interface, which is easy to understand even for users without prior accounting knowledge. The software offers a variety of features to effectively support you in creating your profit and loss statement. For example, you can import your data from DATEV into Lexware and seamlessly work between the two programs.
Furthermore, Lexware provides a range of support options, such as video tutorials and support hotlines, to ensure that you can make the most of the software. Regular updates and training sessions also ensure that you are always up to date with the software.
I have had good experiences with Lexware with several of my clients and can therefore recommend it without reservation. Of course, it is important to test the software before purchasing to ensure that it meets your requirements.
I hope that my recommendation has been helpful to you and I am happy to assist with any further questions.
Best regards,
Adele Halbscheffel
