Security & Privacy: How We Protect Your Financial Data | Giesler-Tran Bookkeeping
Security & Privacy: How We Protect Your Financial Data At Giesler-Tran Bookkeeping (GTB), safeguarding your sensitive financial information is our highest priority. Our commitment to security and privacy gives you confidence and peace of mind—so you can focus on your business, not your data. Robust Digital Security Measures Encrypted Data Transmission: All documents and communications […]
How to Set Up a Chart of Accounts That Helps Decision-Making — GTB
Build a simple, logical Chart of Accounts (CoA) with clear numeric ranges, concise account names, and limited income/expense buckets—focus on decision-driving categories like gross margin, payroll, and key operating expenses. Keep accounts under 80 for small businesses and use subaccounts for necessary detail. Why the Chart of Accounts (CoA) matters On the go? Listen on The […]
What Documents For Bookkeeper Do I Need to Provide? — Checklist & Worksheet | Giesler-Tran Bookkeeping
What documents for bookkeeper do I need to provide? — Checklist & Worksheet Bank & credit-card statements, invoices (sales & vendor), receipts, payroll reports, merchant/processor summaries, loan & lease documents, prior-year tax returns, and any contracts or licenses — delivered as clean PDFs/CSV exports or uploaded to your secure client portal. Provide 12 months (or […]