(312) 860-7137 bycbookkeeping@outlook.com Skokie, IL

For Clients

Sending Me Your Documents

If you use QuickBooks Online, I will send you document requests through QuickBooks. You will find them by signing in to QuickBooks and opening the My Accountant page, where you can upload files safely.

If you don't use QuickBooks Online, I will send you a secure upload link when we start working together.

Please don't send bank statements or other sensitive documents by regular email.

What I Usually Need Each Month

  • Bank statements for every business account
  • Credit card statements
  • Receipts for business purchases
  • Invoices you sent and bills you paid
  • Payroll reports, if you have employees
  • Loan statements, if you have any business loans

If your bank or credit card is connected to QuickBooks Online, a lot of this comes in on its own and I will only ask for what is missing.

Questions?

Email me at bycbookkeeping@outlook.com or call (312) 860-7137.