Efficient accounting with Lexware (Lexoffice) - 1:1 coaching

This course isn't just about digital accounting. It's about much more: Using the "Digital Accounting with Lexware" project, our experts will demonstrate how companies and self-employed individuals can organize their accounting processes efficiently and paperlessly. We'll explain not only the software but also how organization, automation, and legal requirements can all be optimally integrated.

Course contents:

Overview of digital transformation

• Efficiency potential of paperless accounting

• Legal requirements and tax obligations in the digital context

• Allocation of roles: Who has to take care of which processes?

Legal classification of digital accounting

• Requirements of the tax authorities

• Archiving obligations and GoBD-compliant documentation

• Integration of receipt collection portals such as "Get My Invoices" and "Invoice Fetcher"

Implementation of Lexware (Lexoffice)

• Step-by-step instructions for setting up the software

• Automation options through interfaces and document imports

• Effective use of online banking and invoicing

Best practices

• Tips for organizing and digitizing documents

• Optimal use of automation functions

• Practical examples of application in various industries

Target group

Entrepreneurs, self-employed people and accounting managers who want to digitize their processes and make them more efficient.

format

1:1 coaching online - individual questions directly to an expert possible

Length of time

Approx. 1.5 hours