Free Month of Bookkeeping
Please fill out the following questions and attach a month of your business transactions and I'll be in touch within 72 hours (M-F) with your personalized video
Can you please give me a brief overview of your side hustle/business?
Upload Spreadsheet - 1 Month of Business Transactions
Log onto your bank's website and download an eFile of one month's transactions. You can do any month, but I would suggest downloading either last month, or January 2018. Once you have downloaded the eFile/excel document to your computer, simply upload it here and you are good to go! If you are unable to complete this step for any reason, just leave this section blank, submit the form, and I will send you an email to see how I can help.
Are these transaction business only, or are there personal transactions mixed in?
If your transactions are mixed, please go into the excel file and in a new column, mark which transactions are for your business.
Mixed, but I have marked which transactions are for my business in the document
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