You send whatever you have
To get started
Bank statements
Plus anything else you have
Even if it’s incomplete. No bookkeeping needed first.
- Your company bank and card statements
- Your client invoices and any agreements you have
- Your Google or Meta ads bills, if you run ads
- Bills from freelancers who helped on your projects
- Stripe or GoCardless payout reports, if you use them
Missing something? Bank statements are enough to start. Photos and rough notes are fine too.



