How to get started with better bookkeeping
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So you want to get started with better bookkeeping, what do you need to do?
Organize your documents and give us a call. We'll need some information from you to start such as the following- but each business is different, this is just a sample of what we normally use. |
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- Form of entity: corporation, C corp, S Corp, etc.
- Federal ID #
- State Unemployment #
- Voided sample check
- Open messenger account
- Opening trial balance and chart of accounts
- Most recent bank reconciliation and bank statements
- Detail of open Accounts Payable and Accounts Receivable
- Access codes for online banking
- Schedule of vendor payments
- List of automatic payments
- Contact information for day managers, owners, and accountant
- Credit card merchant numbers
We take all of this information and develop a plan for your bookkeeping needs. We then assemble the information in to a customized company profile. This profile lets us keep up to date data about the financial health of your business that can be rendered in to weekly, monthly, or yearly reports quickly and accurately.