Preparing for your Zoom Call

What to expect & prepare

Updated over a week ago

You are almost there!

You have set up your accounting and payroll through your Collective dashboard, and your Onboarding Accountant is working on reviewing all of the connected information. This review time is between 3-4 business days.

Things to do

In the mean time while your onboarding accountant team is fast at work reviewing your accounting and payroll information there are some things we need from you.

Business Account Bank Statements

  • Upload your PDF bank statements from your S election date to most recent statement

    • Make sure to do this for all business accounts: Checking, savings, credit card etc.

Previous Payroll Information

(only for members who are all ready and S-corp)

Previous Years Balance Sheet

(only for members who are all ready and S-corp)

What's Next?

Once your Onboarding Accountant has reviewed your account you will receive an email prompting you to schedule your training call. This call will be on Zoom and take roughly 45 minutes.

Disclaimer: The information contained in this document is provided for informational purposes only and should not be construed as financial or tax advice. It is not intended to be a substitute for obtaining accounting or other financial advice from an appropriate financial adviser or for the purpose of avoiding U.S. Federal, state or local tax payments and penalties.

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