Answer:  We do not keep original copies of your financial statements. Your bank statements, credit card statements, and other records will remain in your possession. Most of the time, we can download the information we need from your financial institutions. If we ever need a paper statement from you, we will process it and have it back to you within a week or two.

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I just started freelancing/started a business and I’m not sure what to do next. What should I be doing?Read Answer >   I’m about to hire my first employee. What do I need to do? Read Answer >   Where can I get answers to my questions? Read Answer >   How does owning a business affect my taxes? Read Answer >

What does a bookkeeper do? Read Answer >   Why is bookkeeping important to me and my business? Read Answer >   Why would I need a bookkeeper? Read Answer >   I already have an accountant. Do I still need a bookkeeper? Read Answer >   Do I need bookkeeping for myself as an individual or just my business? Read Answer >

Where is the work done? Read Answer >   Will I still have access to my statements and records? Read Answer >   What software do you use? Read Answer >   Is my information safe? Read Answer >   How much will it cost? Read Answer >

If you are interested in TrueBooks, please call (800) 893-7551 or visit our Contact page to email us >