What paperwork do I need to start working with a bookkeeper?

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When it’s time to hand off your books to a pro, there are a few pieces of paperwork you’ll need to provide. These are vital financial documents your bookkeeper will need to get you started off on the right foot. 

These documents will also be important when it comes to tax time, so getting ahead of the curve is the best way to stay fully prepared.

Scanning them in and storing them in a secure cloud system like Google Drive or Dropbox is best. You can password-protect these documents and don’t need to keep hard paper copies for it all.

This also makes it very easy when you work with a remote bookkeeper like Balanced Ledger.

Documents Needed to Begin Working With a Dedicated Small Business Bookkeeper:

  • Articles Of Incorporation/Organization
  • IRS Employer Identification Number
  • Bank Statements
  • Credit Card Statements
  • Check Stubs Or Check Copies
  • Loan/Lease Agreements
  • Asset Agreements with Dates + Costs
  • Financial Statements