New Client Setup

Welcome to the family!

I look forward to getting started!   To set up your new service I will need some information.  Please scroll to the type of service that you signed up for and review the steps.  Click on each step to view additional information.

New Bookkeeping Clients

Step 1- Grant me access to your accounting software

If I am setting up a new company file for you, you don't need to worry about this, I will do it for you.   If you already use online accounting software, I will need you to please follow the steps below:

In QuickBooks Online:
From the home screen, click on the Gear icon and beneath the column heading labeled “Your Company” select the "Manage Users" link.

Click "Invite Accountant" to open a new invitation.  Enter [email protected] and click "Next".  Then click "Finish" and you are done!

For more detailed instructions, click here

 

In Xero:
In the Settings menu, select General Settings -> Click Users -> Click Invite a User.
Enter [email protected] in the e-mail address field.  Choose "Advisor" as the user role. Click Continue and then click Send Invite.

For more detailed instructions, click here.

Step 2- Provide me with your financial documents

There are several ways for you to do this.  If you selected the online filing or green package add-on, I will be setting a Hubdoc account up for you and providing instructions on how to connect your bank accounts.

Option 1- Grant me "view-only" online access to your bank 
Each bank handles online access differently and not all offer accountant or guest logins so please contact your bank for additional information.

Option 2- Give me bookkeeper access to your Hubdoc account
From your Hubdoc account: Click 'Accounts' in the top right corner, click on the 'Profile' tab, under the 'Invite users to access your Hubdoc account' heading, enter [email protected]

If you configured automatic bank connections in Hubdoc, I will be able to access the statements automatically.  Otherwise, you will need to upload your information every month via their website, by e-mail to your Hubdoc address or through their mobile app.

For more detailed instructions, click here.

Option 3- Upload files through the client portal
You can submit your bank statements and other documents in PDF format through the file upload portal here.  Click here and bookmark the page for future reference.  Or just click the "Client Portal" button at the bottom of every page on this website.

Step 3- Check your email

If there are additional documents needed (for example W-9 forms for contractors), I will make a request for them via email.

Updates on the progress of your setup and any follow up questions will be sent via email.

Step 4- Upload your files every month

You can submit your bank statements and other documents in PDF format through the file upload portal here.  Click here and bookmark the page for future reference.  Or just click the "Client Portal" button at the bottom of every page in this website.

If you want to avoid this step, you can subscribe to the Hubdoc service to automatically fetch your statements and provide me access.  Click here to learn more about Hubdoc.

Don't hesitate to contact me if you have any questions!