Getting You Started

Whether we're teaching you to set-up your business bookkeeping system or we're maintaining it for you, you will need to bring the following information.

• Bank statements and returned cheques
• Sales invoices, paid and outstanding
• Bills / and receipts for gas etc. (if paid, don't forget to write the cheque number and date-of-payment on the receipt)
• Receipts for expenses (indicate the item on the receipts if it is not clearly identified)
• Credit card statements - the ideal situation is to have separate credit cards one for the business and one for personal use. If this is not the case indicate which expense goes into which category
• If your office is in your home bring all utility expenses, i.e. hydro bills, water bills etc.

Purchasing a large ticket item which has a warranty?

Many stores will print a duplicate receipt, one for your books and one for the warranty - saves you time because you don't have to make a copy.

Never stuff receipts into your pockets or glove compartment. Keep a small accordion file in your vehicle, briefcase or purse for receipts. This way they are not lost and are always handy for your bookkeeper.