Welcome to SCE
Onboarding Checklist
- Review terms and conditions
- Create a Folder on Google Drive labeled "Your Business Name - Bookkeeping Documents"
- Upload a document listing out all the Business checking, savings, credit card and loan accounts with online access. List log in link, username, password and security questions.
- Upload pdf statements for all business checking, savings, credit card and loan accounts for the entire year in which we are working.
- Upload most recent tax return for the business (or personal return if filing a Schedule C)
- Upload any legal paperwork such as LLC registration, partnership agreement, any papers showing tax ID numbers for IRS or state/local agencies
- Upload an Excel sheet or list of all income/expenses that are business related but did not go through business accounts (for example…paid business expense with cash or personal checking)
- Password protect the folder and share it with our team
- Fill out the onboarding questionnaire
- Apply for your QBO subscription
- Apply for your free Intuit payments account
- Grant our team accountant access to your QBO
Learn More
We look forward to working with you. Please take a moment to complete our onboarding questionnaire so we can get to know a bit more about you and your business.