Last 3 months of all bank and credit card statements

Please upload statements for all accounts listed on your balance sheet.

Most recent tax return

We use this to ensure that we create a proper tax package and that your accounting records are accurately reflected.

Current budget or forecast (if applicable)

Relevant loan agreements

If your balance sheet includes a loan, we use this information to ensure that the loan balance is accurately reflected at all times.

Partnership or Operating Agreement

We request your operating agreement to accurately track ownership, partner payments, and tax treatment, ensuring your books reflect how your business is structured.