Is it Time to Recycle the Shoe Box

For many of us, just the thought of financial recordprevious year(s), whatever analysis you need to
keeping, budgets or tax returns, gives a chill up ourmake better financial decisions for your operation.
spine. But the truth is, a lack of proper financial- How about that accountant? If you are currently
management within an operation can lead tousing the shoe box accounting system, at best your
un-informed decision making and your bottom line canaccountant can give you the basics: a 1040 Schedule
take a real hit.F, or cash accounting information within your general
While attending a large agricultural trade showledger, etc. However, by utilizing a computer and
recently, I was surprised to meet so many producersaccounting software, you can find out so much more
who still use the shoebox method of financialabout the elements of your operation. Let us take
management. You know, take one or more shoethat big shiny tractor for a minute. Click that mouse
boxes, fill them with all of your operations receipts,again and you can find out so many things that
check stubs, and invoices, etc. At the end of thetractor or fixed asset adds or subtracts to your
year bring them to your accountant and await yourbottom line. For instance; you can depreciate your
completed tax return. While this method satisfiestractor over time, track repairs, fuel, any cost
Uncle Sam, it does nothing to help you track yourassociated with that asset. With detailed information
operations profitability, efficiencies, or the trueabout your operation, your accountant or financial
financial picture of your operation. Stop and think foradviser can give you financial advice for planning
a minute, would it not be great to know howfuture asset purchases based on the depletion of
profitable each crop you produce really is? If you areyour existing assets and their current costs to your
like most producers, you probably have more thanoperation. You can also get reporting on your yield by
one entity within your operation. Is one of thoseacre or revenue by crop, the cost of production, etc.
entities weighing down your whole operations netThe list goes on and on.
profits?- Is your operation run by you and members of your
With just a couple clicks of a mouse and easy-to-usefamily? Nothing can be more rewarding than running a
accounting software, you can generate informationfamily-owned operation providing everyone is on the
that concerns every aspect of your operation. Whensame page and in agreement on all aspects of the
it comes to using financial management software, byoperation. If you and your family members have a
entering your data once, the ability to analyze datahard time making decisions regarding the operation,
and generate in-depth reporting is limitless. You canchances are there are personal feelings involved in
personalize your reports, profit centers, accounts,the decision making and the process can be more
inventories and track data specific to your operationpersonal rather than business oriented. When you
or its entities. I know you are asking yourself, Whyhave your operations finances on the computer and
would I want to use financial management software?you can access current and historical data to analyze
My shoe box has fulfilled all of my needs?where the strengths and weaknesses are within the
You likely work with a banker, an accountant, or aoperation, it will help take the personal element out
university extension program, family members, andof the process and sets the tone for better business
let us not forget the government. Like it or not eachdecision making.
of these are partners in your operation and reporting- One of the responsibilities we all have as individuals
to them requires some element of financial recordand business owners is to pay taxes to the
keeping. Financial accounting software can providegovernment. The federal and state governments
unlimited analysis to those members in yourrequire us to file tax returns as well as pay taxes.
operation. For instance:Depending on where you live, you may also be
- When you decide to make a major purchase forresponsible for paying a local tax. When you have
your operation, most often that requires a visit withyour financial data on the computer, all of the
your banker to take out a loan or a draw from yourinformation you need to file a 1040 Schedule F is
line of credit. You may be your bankers top client orquickly available for your return. Also, in today's
even dearest friend; you will still be required tomarket, it is more important than ever to have
produce a financial statement or balance sheet. Theconcise records for the Environmental Protection
bank needs to see a financial picture of yourAgency (EPA), with regard to any restricted use
operation, including all assets, liabilities as well aschemicals that may be used in your operation.
anticipated future profits. In fact, if you can borrowIn today's competitive market, every producer
your operations funds based on your profits insteadshould have computerized farm records. Good
of your assets, you would not be forced to liquidatefinancial data gives you the competitive edge and the
any of your assets, providing you pay your loan in aconfidence needed to make the best decisions for
timely manner required by your lender. By usingyour operations profitability and efficiency. Decisions
financial accounting software you are able to quicklythat will affect your future and that of your family
run balance sheets by book value, market value, andfor years to come. Go ahead; recycle the shoe box,
even modified cash value. You can view an actualthe path to sound financial management is but a
time period to budget, year-to-date, current year tomouse click away!