Bookkeeping – What You’ll Need
Business Information
Business name, Phone, Email & Address
Owner’s information, EIN & business structure
Banking & Financial Records
Business bank and credit card statements
Loan and merchant account statements (Square, Stripe, PayPal, etc.)
Sales & Income
Sales receipts and customer invoices
Sales and income reports
Business Expenses
Receipts, bills and vendor invoices
Rent, utilities and insurance
Vehicle, travel and office expenses
Marketing, software and contractor payments
Equipment purchases
