Iyini Ibhalansi Yesivivinyo: Umhlahlandlela Ophelele

Akekho oqala ibhizinisi ngoba uthanda ukugcinwa kwamabhuku (ngaphandle uma, mhlawumbe, eyi-accountant). Kodwa ukugcina izinombolo zakho ziqondile akuxoxiswana ngakho. Enye indlela yokuqinisekisa lokhu ukusebenzisa ibhalansi yesilingo. Futhi nakuba ibhalansi yesilingo ingeyona indlela engenangqondo yokuqinisekisa ukuthi isistimu yokubala imali yebhizinisi ayinaphutha, ingasiza ekutholeni amaphutha amancane futhi ilungise amakhulu kunawo wonke. Ngamafuphi, uma kukhona okungalungile, ibhalansi yesilingo yithuba lakho lokuyibamba ngaphambi kokuthi ibe inkinga yangempela.

Kulesi sihloko, sizochaza ukuthi yiziphi izilinganiso zesilingo, kungani zibalulekile, kanye nendlela yokuqeda eyodwa ngendlela elula kakhulu.

Okuqukethwe
Iyini ibhalansi yesilingo?
Yini engena ebhalansi yesilingo?
    Isibonelo sebhalansi yesilingo
Ithini ibhalansi yesilingo esilungisiwe?
Izinyathelo ezibalulekile ekuqedeni ibhalansi yesilingo
    1. Hlanganisa izibalo zakho kuqala
    2. Ungaxubi imali yomuntu siqu neyebhizinisi
    3. Sebenzisa isofthiwe yokubala
    4. Bheka amaphutha afihliwe
    5. Yenza ucwaningo lwangaphakathi
Amabhizinisi kufanele asebenzise nini ibhalansi yesilingo?
Imicabango yokugcina

Iyini ibhalansi yesilingo

Ngamagama alula, ibhalansi yesilingo iwumbiko obala yonke i-akhawunti ephethwe yibhizinisi kanye nebhalansi yayo. Umgomo uwukuqinisekisa ukuthi isamba semali edonswayo sifana nesamba samakhredithi. Ku-accounting yokungena kabili, ama-accountant aqopha konke okwenziwa kabili - kanye njengedebhithi ku-akhawunti eyodwa kanye njengekhredithi kwenye.

Ibhalansi yesilingo iyindlela yakho yokubheka ukuthi leyo sistimu isebenza kahle yini. Nakuba amaleja avamile erekhoda ukuthengwa kwekhredithi nokudonswa kwemali ngokwehlukana, ibhalansi yesilingo iyengeza ngokuya nge-akhawunti ngayinye esikhundleni salokho, ibala isamba. (Ebhukwini elingenaphutha, isamba semali edonswayo namakhredithi kufanele kufane nebhalansi yesilingo.)

Nakuba amabhalansi esivivinyo engadingeki ukuze uhlole ibhalansi yekhredithi nedebithi kulezi zinsuku, asasebenza kuma-akhawunti anethemba lokubheka umsebenzi wawo kanye nakubacwaningi mabhuku abangase bafune ukuqonda kangcono ama-akhawunti abazowacwaninga.

Futhi noma ukuhlola amabhalansi emali edonswayo nawesikweletu enziwa ngokuzenzakalelayo ngo-2025, ibhalansi yesilingo isengasiza amabhizinisi ukuthi:

• Bheka amaphutha ngaphambi kokuthi uqhwakele ezinkingeni ezinkulu
• Gcina izitatimende zezimali zinembile (ngoba idatha embi = izinqumo ezimbi)
• Qiniseka ukuthi awukhokhi izintela ngokweqile noma imali engenayo engenayo
• Gwema izimanga uma umgcini mabhuku wakho ebuka izincwadi zakho

Khumbula ukuthi uma ibhalansi yesilingo ingafani, kukhona okungalungile. Kungcono ukukulungisa manje kunokubhekana nesiphithiphithi kamuva.

Yini engena ebhalansi yesilingo?

Ishidi lebhalansi yesilingo kufanele lenze wonke ama-akhawunti ebhukwini elijwayelekile libe ngamakholomu amabili: eyodwa eyokuphuma kwemali bese enye eyemali engena. Ngokuvamile, ihlanganisa lezi zingxenye eziyisithupha:

• Amagama e-akhawunti (yonke i-akhawunti encwadini yakho evamile, okungukuthi, ukheshi, indawo yokuqasha, okuthengiswayo, njll.)
• Amabhalansi edebhithi (amanani aqoshwe ngaphansi kwezimpahla nezindleko)
• Ibhalansi yekhredithi (Amanani aphelele ezikweletu, imali engenayo, nokulingana)
• Izinombolo ze-akhawunti
• Izinsuku zenkathi yokubala
• Isamba esiphelele samadebhithi namakhredithi

Isibonelo sebhalansi yesilingo

Ake sithi uJake unesitolo esincane sekhofi. Ekupheleni kwenyanga, ufuna ukubheka ukuthi konke okusezincwadini zakhe kubukeka kulungile yini. Ibhalansi yakhe yesilingo ingase ibukeke kanje:

Konke kuyalinganisa - kuhle! Kodwa ake sithi ukhohliwe ukufaka izindleko ze-USD 500 zezithako. Lokhu kuzokhipha isamba sakhe, futhi kulapho ibhalansi yesilingo izoyithola khona.

Ithini ibhalansi yesilingo esilungisiwe?

Ibhalansi yesilingo evamile inhle ekubambeni amaphutha asobala. Kodwa kuthiwani ngezinto ababalisi abangazibhalanga ku-general ledger noma ezingekho – njengezindleko ezenzekile kodwa ezingakakhokhwa? Kulapho amabhizinisi angasebenzisa khona ibhalansi yesilingo elungisiwe.

Isibonelo, uma u-Jake, umnikazi wesitolo, ethenge izinto zokubhala ze-USD 800 ekhadini lomuntu siqu lesikweletu, uzoba no-USD 800 kungaziwa ukuthi uyini. Nokho, ibhalansi yesilingo elungisiwe izoyilungisa ngokwengeza izindleko esigabeni sokudonswa kwemali.

Ukwengeza, amabhalansi esilingo alungisiwe azoholela emibikweni yezimali enembe kakhudlwana njengoba ehlanganisa izindleko ezingafakiwe kumarekhodi angempela. Isibonelo, amabhizinisi angangeza izindleko ezikhokhelwa ngaphambili noma izindleko zesikhathi esizayo ezingakenzeki ngokusemthethweni kodwa ezisadinga ukucatshangelwa.

Qaphela: Nakuba lezi zinguquko zingeke zilungise amaphutha ebhalansi yokuqala, zizoqinisekisa ukuthi abanikazi bamabhizinisi barekhoda kahle izimpahla nezikweletu, bathuthukise isithombe sabo sezezimali.

Izinyathelo ezibalulekile ekuqedeni ibhalansi yesilingo

1. Hlanganisa izibalo zakho kuqala

Abaningi bethu bazobe behlangabezane nesitatimende sasebhange esingahambisani nalokho ebesicabanga ukuthi bekuku-akhawunti yethu - into efanayo ivamise ukwenzeka ebhizinisini. Uma lokhu kwenzeka, indlela engcono kakhulu yokugwema ukushoda kwezindleko ukuqhathanisa izincwadi nezinto ezenzeka ebhange.

2. Ungaxubi imali yomuntu siqu neyebhizinisi

Umthetho owodwa obalulekile webhizinisi awukona ukuhlanganisa imali yomuntu siqu kanye neyomsebenzi. Isibonelo, umnikazi oswayipha ikhadi lakhe ukuze athole igrosa kungenzeka abe nobunzima bokugcina ibhalansi yesilingo sakhe ihlanzekile. Ngalesi sizathu, kungcono ukugcina zombili izimali kuma-akhawunti ahlukene.

3. Sebenzisa isofthiwe yokubala

Awunayo imali eyanele yokuqasha i-accountant? Lokho akusho ukuthi kufanele ulandelele konke okwenziwayo mathupha. Kuyinqubo ende futhi ehlukumezayo. Kunalokho, sebenzisa isofthiwe yokubala (njenge-QuickBooks, i-Xero, noma i-Wave) ukuze wenze inqubo ngokuzenzakalelayo.

4. Bheka amaphutha afihliwe

Ukubalwa kwezimali kushiya isikhala esiningi samaphutha, futhi namabhizinisi angcono kakhulu ahlangabezana namaphutha. Ngenxa yalesi sizathu, kuhlale kuwumqondo omuhle ukuhlola yonke into. Amanye amaphutha amancane okufanele uwabheke ahlanganisa:

• Izinombolo eziguquliwe (uthayipha 3,200 esikhundleni sika-2,300)
• Ikhohlwa ukufaka ukuthengana okuncane
• Ukuphinda okufakile ngephutha

Ngisho nephutha elincane lingalahla yonke ibhalansi yesilingo sakho. Hlola, hlola kabili, bese uhlola futhi.

5. Yenza ucwaningo lwangaphakathi

Kanye njalo ezinyangeni ezimbalwa, bheka amarekhodi ebhizinisi ngamehlo amasha. Ungase umangale ngalokho okubambayo.

Amabhizinisi kufanele asebenzise nini ibhalansi yesilingo?

Ibhalansi yesilingo iwusizo noma nini lapho umnikazi webhizinisi efuna ukwenza isiqiniseko sokuthi izincwadi zakhe zilungile, kanye nangezikhathi ezithile ezithile:

• Ukuphela kwenyanga noma ikota (lungisa amaphutha ngaphambi kokuthi akheke)
• Ngaphambi kokulungiselela izitatimende zezimali (qiniseka ukuthi ibhizinisi lisebenza ngedatha ehlanzekile)
• Ngaphambi kokufaka izintela (vikela ikhanda le-IRS ngokubamba amaphutha kusenesikhathi)
• Lapho ufaka isicelo sokubolekwa imali noma ukuqomisa abatshalizimali (izincwadi ezingcolile = amafulegi abomvu)
• Ngaphambi kokucwaninga (uma izinombolo zingalungile, abacwaningi mabhuku bazozithola, ngakho zilungise kuqala)

Imicabango yokugcina

Abanikazi bamabhizinisi abaningi abanaki kakhulu ibhalansi yabo yesilingo. Phela, yonke into iyazenzakalela kulezi zinsuku, ngakho ukusebenzisa ibhalansi yesilingo sesandla kuwumsebenzi owengeziwe, akunjalo? Nokho, amabhalansi esilingo asengaba usizo kakhulu ukuqedela ukuhlola kwangaphakathi, ikakhulukazi ngaphambi kokunikeza izitatimende zezimali ezisemthethweni noma amaphutha okulandelela.

Abanikazi bamabhizinisi bangasebenzisa futhi amabhalansi esilingo ukuze bahlole isimo sabo sezezimali futhi baqinisekise ukuthi amasistimu abo okubalwa kwezimali asebenza kahle. Akekho othanda ukulungisa amaphutha e-accounting ngemva kwezinyanga, ngakho-ke kungcono ukuwabamba kusenesikhathi. Uma abanikazi bezimisele ngokuqhuba ibhizinisi elinempilo kahle ngokwezezimali, ukwenza ibhalansi yesilingo kungenza umehluko omkhulu.