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Congratulations!
Payment received — welcome to the team. Here's what we need from you to get started:
1
Acquire QuickBooks Files
Request your 2025 & 2026 QuickBooks files from your current accountant and send them our way.
2
Send Bank Statements
Send us your bank statements for all of 2025 so we can begin the data conversion and reconciliation.
We'll reach out shortly with details on where to send everything.
