Once a month, upload the documents below that apply to your business. Don't worry, if you're new to BookkeepWithUs, we'll walk you through which documents you'll need! 

 

 

Monthly Bank Statements

  • Checking Account Statement

  • Credit Card Statement

  • Savings Account Statement

Document Verification

  • Deposit Slips

  • Cash Register Receipts 

  • Cleared Business Checks

  • Receipts for Business Related Purchases 

Monthly Loan Statements

  • Vehicle Loan Statements

  • Business Loan Statements

  • Property Loan Statements

 

When new company assets are purchased, please provide us with Descriptions, Dates Of Acquisition, & Original Costs.

 

 
 

All your financial documents are uploaded directly into our secure, online dashboard. Plus, you get unlimited document storage, so you know all your records are safe