Let’s get started, shall we?
First, thanks for trusting me to help you prepare for filing your business taxes.
Uncle Sam has firm deadlines so I won’t dilly dally here with a bunch of unnecessary words.
I need three things from you in order to get started:
First: Fill out this intake form
Second: Send me an accountant user invitation to your QuickBooks Online account. The email address to use is in the product confirmation email that you received. I am not sharing the email address here because I don’t want the damn scrapers and spammers to get it. <— haha those were necessary words
NOTE: The Accountant user access is NOT the same as a regular user. Here are the instructions.
Third: Upload (link here) the most current bank/credit card/line of credit statements:
NOTE: Please rename the files so they are easy for me to identify. Example: 2021-12 Bob’s Savvy Mustard Marketing Checking or 2022-01 Bob’s Savvy Mustard Marketing AMEX
- Line of Credit/Loans (vehicle loans, Kabbage, Fundbox, etc.)
- All business credit cards
- Paypal Monthly Financial Summary (Video instructions here)
Recapping the three items:
- Fill out the form
- Grant me Accountant Access to your Quickbooks Online account
- Upload all current “bank” statements
What’s next then? I’ll be processing orders in after May 25, 2022 on a first come, first serve basis so don’t dilly dally (haha). Seriously, don’t dilly dally 😉