Go back

What should I give my bookkeeper?

Bookkeeping & accounting basics

Access to bank and card feeds, invoices issued and bills received, payroll reports, loan and investment documents, and the prior year's closed books or tax return.

The last one matters most at the start, since opening balances have to come from somewhere.

We handle this for founders running US companies.

Ready to take the next step? We would love to help you

This is some text inside of a div block.

Heading

Check your EIN confirmation letter (CP 575) first. If that is gone, look at a previously filed tax return, a business bank account application, or any 1099 you have issued. Your bank or your payroll provider will also have it on file.

previous version