Getting Started
There is a onboarding call and a tutorial for the items we need. We’ll introduce you to a dedicated bookkeeper. They’ll get to know your business, show...
Thu, 21 Oct, 2021 at 1:30 PM
Each month, your bookkeeper organizes your business transactions and prepares financial statements. If they need anything from you, they’ll get in touch.
Thu, 21 Oct, 2021 at 1:31 PM
During our bookkeeping, we will see a row of data in a statement that is missing some information about the financial event. We will send you a email about ...
Thu, 21 Oct, 2021 at 1:37 PM
We decided not to do this. Giving out your user name and password to your bank or credit card accounts is too high a risk. We protect you and do n...
Wed, 27 Oct, 2021 at 12:26 PM
On a monthly basis, you should be looking at your business as a whole, to understand how things are going and get a feel for the bigger picture. “At ...
Wed, 29 Sep, 2021 at 10:40 AM
How to get CSV files from your bank: Log into your online banking. Select the account you want to download a CSV for. Find a “view statements” or “view ...
Mon, 11 Oct, 2021 at 12:39 PM