Bookkeeping Document Checklist: Collect and Organize Your Financial Documents
LedgerDocs
JULY 6, 2023
We have compiled a checklist of information to share with your bookkeeper: Business Documents: Business licenses and permits Employer Identification Number (EIN) Articles of Incorporation or Organization Operating Agreement or Bylaws (if applicable) Any relevant registrations or certifications Financial Statements: Balance Sheet Income Statement Cash (..)
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