Bookkeeping Set Up Services
Start with a clean, organized foundation so your numbers make sense, your systems work smoothly, and your business feels easier to manage from day one.
Client Portal
What is the client portal and why do you use it?
The client portal is a secure online space where we exchange documents, messages, and important information. It keeps everything organized in one place and protects your data better than email.
Using the portal allows us to:
Share documents securely
Keep communication in one place
Track tasks and requests
Protect sensitive financial information
It helps keep your bookkeeping organized and stress-free.
How do I log in for the first time?
You’ll receive an email invitation with a link to create your password. Once your password is set, you can log in anytime using that email address.
If you don’t see the email, check your spam or promotions folder.
I forgot my password. What do I do?
Click “Forgot Password” on the login screen and follow the prompts to reset it.
If you’re still having trouble, just reach out and I’ll help you get back in.
E-Signatures & Forms
How do I sign documents electronically?
When a document needs your signature, you’ll receive a notification with a link. Just open it, review the document, and follow the prompts to sign electronically.
Why do I have to log in to sign?
Logging in ensures your identity is verified and keeps your information secure. It also creates a secure record of signed documents for both of us.
What are “organizers” or questionnaires?
Organizers are short forms used to gather information needed for bookkeeping or tax work. They help make sure nothing important is missed and reduce back-and-forth emails.
Billing & Payments
Where can I see and pay my invoices?
Invoices are available directly in the client portal. You can view, download, and pay them from there.
What payment methods can I use?
Most clients can pay via:
Credit or debit card
ACH / bank transfer
Available options will appear when you view your invoice.
Mobile App
Is there a mobile app I can use?
Yes! The client portal has a mobile app that allows you to upload documents, view messages, and complete tasks on the go.
How do I get the mobile app?
You can download the app from the Apple App Store or Google Play Store. Once installed, log in using the same email and password as your portal.
Documents & Uploads
How do I upload documents to you?
You can upload documents directly inside the client portal by selecting the appropriate request or upload area. This keeps everything organized and secure.
Can I send pictures of receipts from my phone?
Yes! You can upload photos directly from your phone as long as the receipt is clear and readable.
Where do I find documents you’ve shared with me?
Any documents I share with you will appear inside the portal under your documents or tasks section, depending on the item.
Where do I find documents you’ve shared with me?
Any documents I share with you will appear inside the portal under your documents or tasks section, depending on the item.
Messaging & To-Dos
How do I send you a secure message?
You can send messages directly through the portal using the messaging feature. This keeps sensitive information protected and easy to reference later.
I see a task or request in my portal. What does that mean?
That means I need something from you - usually a document, answer, or confirmation - to move your work forward.
Will I get notified when there’s something to do?
Yes. You’ll receive an email notification when:
A new task is assigned
A document needs review or signature
A message is sent to you
Security & Privacy
Is the client portal secure?
Yes. The portal uses encrypted connections and secure login protocols to protect your data.
Is it safer than emailing documents?
Yes — significantly. Email is not secure, while the portal is designed specifically to protect sensitive financial information.
What if I get stuck using the portal?
If you ever have trouble, just reach out. I’m happy to walk you through anything or answer questions so you’re never stuck or frustrated.
Ready to Start with Clean, Organized Books?
If you're ready to stop catching up and start feeling in control..
Balanced Path Financial was started with a simple belief: when your books are organized and your numbers actually make sense, it’s a whole lot easier to focus on growing the business you really want.
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