Working with your Bookkeeper

Meeting your Bookkeeper for the first time
Why is this call important? You will get to know your personal bookkeeper, who is going to be working on your books. Helps your bookkeeper better under...
Thu, 13 Oct, 2022 at 5:50 AM
Why provide your Bookkeeper with Read-only access to your financial accounts & tools?
Why your Bookkeeper needs read-access to your online business accounts? When entrusting us to streamline financial management, you would be asked to provi...
Mon, 13 Mar, 2023 at 4:23 AM
Steps to provide your Bookkeeper with read-only access to bank accounts & credit cards
Click on your bank name and perform the mentioned steps to provide read-only access to your bookkeeper. TABLE OF CONTENTS Brex  Citi Bank Chase Ame...
Mon, 13 Mar, 2023 at 4:29 AM
Steps to provide your bookkeeper with access to other financial tools
Click on the tools to perform the steps to provide access to your bookkeeper. Tools Stripe Dubsado Square Shopify Expensify Stripe Log ...
Thu, 22 Sep, 2022 at 7:15 AM
Do your bookkeeper work on Fincent account or on QuickBooks Online account?
Fincent works alongside QuickBooks Online to provide you with a complete bookkeeping solution. We do create a new QuickBooks Online account for you if you d...
Mon, 26 Sep, 2022 at 3:29 AM
Why do I need to provide my Bookkeeper with access to my QuickBooks?
If you are an existing QuickBooks user, your bookkeeper would need access to review the existing state of your books and financial data. By providing acc...
Mon, 26 Sep, 2022 at 3:29 AM
Who will I be working with?
When you sign up, you’ll be assigned 3 accredited bookkeepers. Within that team will be one senior bookkeeper, who will look over your monthly statements an...
Mon, 8 Aug, 2022 at 5:32 AM
What are their qualifications?
Our team of seasoned accounting experts and bookkeepers have worked with SMBs across various industries and know how to serve your business’ unique bookkeep...
Sun, 7 Aug, 2022 at 9:26 PM
Do I need a bookkeeper?
Yes, you would need a bookkeeper to do all those tasks you’ve been putting off: reconciling your accounts, categorizing transactions, generating financial s...
Mon, 8 Aug, 2022 at 6:20 AM
What can I expect from my Bookkeeper?
Your bookkeeper will do all those tasks you’ve been putting off: reconciling your accounts, categorizing transactions, generating financial statements, and ...
Mon, 8 Aug, 2022 at 6:14 AM