New Client Checklist
WELCOME! We’re so glad you’re here.
- Add us as the “accountant” to your QuickBooks Online file (only if you have an existing account). See the client resource page for assistance.
- Add us as a view user to your bank account(s). Make sure we can pull statements!
- Add us as a view user to your credit card account(s). Make sure we can pull statements!
- Create a client portal login (you will receive an email prompt).
- Download the portal app to your phone – this is where you’ll snap pictures of your receipts!
- Upload your prior-year tax return to the portal
- Upload any/all loan origination documents to the portal.
- Upload any receipts you’d like us to track.
- Upload any other supporting documents.
- Add us as a view user to your bank account(s). Make sure we can pull statements!
- Add us as a view user to your credit card account(s). Make sure we can pull statements!
- Sit back and enjoy the feeling of knowing your books are in great hands!
Please use this information when adding us to your accounts:
Kirstyn Seward
(386)235-6613