The Must Have Essentials
I become an extension of your back office finance team. But just like hiring any valuable staffer, some key information from you fuels our bookkeeping excellence right from the start.
While my first discovery call helps us mutually determine if we’re a fit, upon onboarding I absolutely require access to and assistance gathering these critical documents:
Raw transactional data across all business accounts drives coding, categorization and reporting – making current statements indispensable for tying activity to legitimate business purposes.
For clients leveraging QuickBooks, administrator access allows seamless system adoption and continuity.
If current profit-loss, balance sheets or cash flow statements exist—even in draft form—these quantify the big picture numbers we must reconcile transactions against.
Recent year filings provide income, expense, deduction and other numerical foundations for accuracy.
I know gathering sensitive documents feels vulnerable but this important information will help me help you keeping the books organized, balanced and ready for your accountant!
