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 Menu and beneath the column heading labeled “Your Company” select the Manage Users tab.  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 Wave Accounting:
On your Business tab, click Settings at the bottom left of any screen.  Click on Collaborators under General. Click on the Add a collaborator button on the right. Enter [email protected] in the email address field and grant "view and edit" access.  Click "Save" 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 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 in 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 through QuickBooks Online or 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.

New WordPress Care Plans

Step 1- Create an administrator account for me on your WordPress site

To do this, login to your website and go to Users → Add New. Choose a username, fill in [email protected]/in the e-mail field,  check the box “Send this password to the new user by email” and select "Administrator" using the drop-down field in "Role". Click "Add New User" and you are done.

Step 2- Provide SFTP/FTP Access to your hosting

This information is optional but recommended as it will allow me to restore your site without delay if an update breaks the site, or the website is hacked.

You will need to get the following information from your hosting company, this is available by logging into your hosting account.  

  • Hostname
  • Port
  • Username
  • Password
  • Website Directory Path

In some cases where a site restore or repair is needed, I may also need the SQL information for your database.

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