Bookkeeping Setup — AR/AP & Operations — Update / setup form (auth-only) for Bookkeeping / Tax Prep. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

How we should handle invoicing, bill payments, reconciliation, and expenses for your books.

What it collects (by section):

• Accounts receivable — Invoice Terms (standard) [dropdown: Due upon receipt / Net 7 / Net 15 / Net 30 / Net 45 / …]; Late Fee Policy [short text]; Preferred Invoicing Method [dropdown: Email / Customer portal / Postal mail / SMS link]; Collections Approach [dropdown: Friendly reminders / Standard sequence / Strict escalation / Third-party agency].
• Accounts payable — Bill Approval Workflow [dropdown: Single approver / Two-step approval / Amount-based approval / No formal approval]; Payment Run Frequency [dropdown: Weekly / Bi-weekly / Semi-monthly / Monthly / Ad hoc]; Preferred Bill Pay Method [dropdown: Bank transfer/ACH / Bill pay platform / Check / Credit card / Debit card]; Merchant/Processor Names [long text]; Payout Schedule Pattern [dropdown: Daily / 2-3 days / Weekly / Bi-weekly / Other].
• Reconciliation & cash — Undeposited Funds Handling [dropdown: Immediate batching / Weekly batching / Auto-match from feeds / Manual as needed]; Reconciliation Cadence Target [dropdown: Weekly / Bi-weekly / Monthly / Quarterly]; Last Reconciliation Month Closed [short text]; Bank Rules to Create (seed) [long text]; Petty Cash Handling [dropdown: No petty cash / Petty cash with logs / Petty cash minimal controls].
• Expense policy — Expense Policy Thresholds [short text]; Reimbursements Method [dropdown: Payroll add-to-check / Off-cycle payment / AP payment / Other]; Per Diem / Allowance Policy [long text].

Form type: Update / setup (up), auth-only. Niche: Bookkeeping / Tax Prep. Deployment: embed.

Best for / surface when: Bookkeeping / Tax Prep client workflow — bookkeeping setup — ar/ap & operations.