Too Small?
You receive a monthly email reminder, asking you to upload your bank and credit card statements. If you forget, your account manager will give you a call to help you get them uploaded into our system.
You can opt to keep your backup documentation (paper receipts) in a folder and scan them in at the end of the week. Or, grab your cell phone and click a picture of receipts and bookkeeping documents and send them in.
When you provide us with all of the backup documentation as you go along, you won’t be overwhelmed trying to find them at the end of the year. That also allows us to do the data entry and reconciliation for you each month, spreading out the cost while your books stay up-to-date.