We don’t require any of your previous bookkeeping to complete work going forward, which means we won’t do a full import of your books into Sharp Edge Data. That said, we recommend keeping any previous bookkeeping on hand in case you need to make adjustments around tax time.

Instead of importing your books, we use your account statements as our source of truth. 


Send us your latest balance sheet and income statement, and you’re all set.


We realize some of you do not have financial statements from the past. In this case:


  • We must establish your owners equity, your assets and any retained profits or loss. 
  • We need a starting point on these important topics.
  • We provide a form in the system where you enter this data.


When you start working with us we will send you the questions and then you answer them in our online form.


Do you need catch up services? We can provide this for you "Catch up" services.