The BooXkeeping Process


Complimentary initial consultation with one of our Chief BooXkeeping Officers.

Customized bookkeeping plan to reflect the specifics of your business model and needs.

Upon signing the proposal, transfer of financial data to our team via 3 easy ways:

  1. Exchange File Software (such as DropBox) with 128-bit SSL encryption and password protection to keep your files safe and compliant with state privacy laws and with international best practices for handling sensitive information;
  2. Fax (we don't recommend using emails for sensitive data);
  3. FedEx or Certified US Mail (once received the information will be scanned).

BooXkeeping Team will work on your financial statements, making sure that Debits always stay on the left and Credits-on the right.

We will send you the list of uncategorized items to review and adjust.

Once you receive the information, a member of the BooXkeeping Management Team is available for any questions regarding your Financial Statements.