Bookkeeping Tips

What to Send Your Bookkeeper Every Month

A practical monthly checklist for a smooth bookkeeping handoff.

The Monthly Send

Bank statements (we can also pull these via accountant access)
Credit card statements
Loan and line-of-credit statements
Receipts for any large or unusual purchases
Notes on any owner draws or contributions
Payroll reports from your payroll provider
Any contracts or new vendor agreements signed
Notes on anything unusual you'd like us to know about

Need Bookkeeping Help?

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