What paperwork do I need to bring to my meeting with an accountant or bookkeeper?


  • Bank statements
  • Check registers
  • Employee payroll forms (W-4's)
  • Credit card statements
  • Loan statements
  • Vendor lists
  • Receipts


Not providing any of these documents can cause delays in getting reports done on time.  By providing these documents in an organized system it can also prevent documents from being overlooked.

Call now: (360) 834-1216