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 […]
Why the Bank Said No: Disorganized Books Kill Loan Approvals — Bank Loan Denied Bookkeeping

Banks reject loan requests for simple bookkeeping failures. Learn the exact financial issues lenders flag — and how to fix them fast. Bank loan denied bookkeeping. Why the Bank Said No: The Real Bookkeeping Mistakes That Kill Loan Approvals 🎧 On the go? Listen on The Deep Dive — where we dig deeper into this […]
The Silent Killer: How “Good Enough” Bookkeeping Undermines Your Business — Messy Books Problems.

“Good enough” bookkeeping hides cash leaks, audit risk, and lost growth. Learn how to fix it — and how Giesler-Tran Bookkeeping makes your books decision-ready. The Silent Killer: How “Good Enough” Bookkeeping Undermines Your Business 🎧 On the go? Listen on The Deep Dive — where we dig deeper into this topic: ‘The Expensive False […]