Thank You For Your Bookkeeping System Review Request

Step 1:  Grant Access…

In order to do your system review, we will need access to your accounting system.

To grant us at least read-only access, go to your software and add me (Joyce) as a user.

When you add me, please use this email:  [email protected].

Here’s how to do that in Xero: add a Xero user

Here’s how to do that in QuickBooks Online: add a QBO user

Step 2:  email me if you have questions…

Once you’ve granted me access, you’re all set.

I’ll email you to confirm and let you know when you can expect to hear back from me with your completed review.

In the meantime, if you have any questions…just shoot me an email.