You've signed your contract and you’re officially a client!  To get you set up in our systems, we'll need to  gathering key financial information and gain access to your accounts.  Your security is our top priority, we'll send you a secure form via DocuSign, or you can use our secure upload link above.  Please do not email passwords.

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Here’s what we typically request:​

• Bank and credit card statements, plus login access to your online accounts.  This allows us to begin categorizing your transactions for you (if desired). We reconcile your accounts, plus download checks and deposit details. 

• Existing accounting software/ files (if applicable) – Such as QuickBooks, Xero, or spreadsheets. If you are already using QB, see the instructions below to add us to your file with accountant access. 

• Any active loans or credit lines – To track balances and interest accurately.

• Payment Processors or Merchant accounts you use for your business.

• ​Previous tax returns – Helps us understand your historical financials.

• Other supporting documents – For example, incorporation paperwork, EIN, or insurance information if relevant.

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​Once we have all we need, we'll start right away, making and keeping your books clean and precise.