Getting Started

We get you set up
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
We do your bookkeeping
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
Questions we will ask you
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
No - Electronic connection to your financial accounts
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
Get a business snapshot
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
CSV files
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