- Home
- Required Documents
- Bookkeeping
Required documents: Bookkeeping
What to prepare before you apply. Exact requirements depend on the applicant, the jurisdiction and, for banking, the provider. We confirm your list before anything is submitted.
Documents generally required
- Bank and card statements for the period
- Payment platform reports (Stripe, PayPal, marketplaces)
- Invoices and receipts
Information you’ll provide
- Accounting period and year-end
- Main income and expense categories
- Owner contributions and withdrawals
- Access to your accounting software, if you use one
The process
How it works
Share access
We categorise
We reconcile
You receive reports
Monthly repeat
Conditions to know
- We work from the records you provide. We don’t audit or certify financial statements.
- Upload documents securely in your client portal or send them to us on WhatsApp.
Ready with your documents?
Apply now, or contact us if you’re not sure what applies to you.