What to expect on your bookkeeping onboarding call
Your onboarding call sets up Moxie Bookkeeping so your books, reports, and payroll records stay accurate from the start. Use this article to see what your bookkeeping team covers on the call and what to have ready.
Gather what you need before your call
Having these items on hand helps your bookkeeping team finish setup in one call:
Login details for your business bank accounts
The date your books were last reconciled
Your legal entity type, including your S-Corp election if applicable
Your payroll system name and a way to grant read-only access
Amortization schedules or monthly statements for any loans or equipment financing
A list of recurring expenses, such as rent
Share your bookkeeping goals
Your bookkeeping team starts by learning what you want from bookkeeping. Common goals include:
Clean books for tax time
Better visibility into profitability
Taking bookkeeping off your plate
Connect your bank accounts
Your bookkeeping team walks through your business bank accounts with you and connects them in Moxie Bookkeeping.
Moxie Bookkeeping uses Plaid to securely connect supported financial institutions and retrieve transaction information. To confirm your bank is supported, search the Plaid Bank Coverage Explorer at https://plaid.com/docs/institutions/.
If your bank is supported, your bookkeeping team guides you through connecting your account.
If your bank isn’t supported by Plaid
You can still use Moxie Bookkeeping. Your bookkeeping team helps you choose one of these options:
Read-only bank access: Your bookkeeping team retrieves statements and transaction information from your account without the ability to move money.
Monthly bank statement uploads: You receive a recurring task to upload your monthly statements so your bookkeeping team can process your transactions.
Tour the Moxie Bookkeeping platform
During this step, your bookkeeping team also shows you where to find key information:
Overview page: Your financial data populates here as bookkeeping gets started.
Reports tab: Your monthly financials live here.
Bank transactions tab: Your accounts connect here, and questions from your bookkeeping team appear here.
Review your current bookkeeping
Your bookkeeping team asks how you’ve handled bookkeeping so far and when your books were last reconciled.
If prior months need to be brought up to date, your bookkeeping team walks you through the catch-up bookkeeping option so you start with a clean set of books.
Confirm your business structure
Your bookkeeping team confirms your legal entity type, including your S-Corp election if applicable, so your books are set up correctly.
Review payroll
Your bookkeeping team asks about your team and payroll setup:
Whether you have employees, contractors, or both
Whether they’re W-2 or 1099
Which payroll system you use
Your bookkeeping team requests read-only access to your payroll system so payroll is recorded correctly in your books.
Share loan and financing details
If your business has loans or equipment financing, your bookkeeping team asks for the amortization schedule or monthly statement. This lets them record each payment accurately.
Clarify personal and business expenses
If you use a personal card or account for business purchases, send a photo of the receipt to your bookkeeping text line. Your bookkeeping team uses these receipts to keep owner draws, contributions, and transfers clear and accurate.
Walk through recent transactions
Your bookkeeping team reviews recent transactions with you, including recurring expenses like rent. This categorizes your transactions correctly and reduces future back-and-forth.
Set up direct text support
Your bookkeeping team confirms the best number for your bookkeeping text line. Use this line for questions, receipt photos, and updates throughout the month.
Save the number in your phone so you always know a message is from your bookkeeping team.
Know what happens after your call
After onboarding, your bookkeeping runs on a monthly cycle:
Throughout the month, your bookkeeping team reviews and categorizes your transactions.
If your bookkeeping team needs anything from you, they text you, usually a couple of times a month.
Within one week of month-end, your financial reports are ready in your dashboard, and your bookkeeping team texts you to let you know.
At year-end, your bookkeeping team provides a full tax packet for your accountant.
💡 Tip: Have a question before your call, or something on your mind about your books? Reach out any time. No question is too small.