Daily / weekly: capture, do not postpone
Record sales and purchases the week they happen. Photograph bills if paper is messy. Tag UPI and cash clearly. Most Raipur retail and trading chaos starts with “we will enter it at month-end.”
Monthly: reconcile the bank
Every account should reconcile. Unexplained credits become GST and income-tax questions later. Same for cash.
Separate personal and business
Owner drawings mixed into purchase accounts destroy clarity. Pay yourself deliberately. Your future tax audit will thank you — see tax audit checklist.
What to send your CA
- Export of books or a clean spreadsheet pack
- Bank statements
- GST portal downloads if you handle part of filing
- Notes on unusual transactions
When to upgrade tools
Move from Excel to accounting software when invoice volume or inventory complexity outgrows the sheet — not because of ads. We can advise as part of CA services. WhatsApp +91 96851 77940.