How do you get your bank/CC statements?
Hello comrades,
Sole proprieter bookkeeper here. I am just curious how you go about getting bank/CC statements to perform monthly reconciliations. As I am sure many of us are aware, QBO is hit or miss whether it grabs them or not. I know for many the easy answer here is "have your client send them to you". I am looking for alternative software solutions. For context, most of my clients are small businesses (<$500k topline) that are heavily involved in day to day. My point being, when I ask for bank statements every month, it's something I need to follow up on several times. I am looking for autonomy here. Plus, with the "Profit First" method that several small businesses adopt, we are talking a pretty substantial amount of bank accounts for businesses this size. I like the idea of removing one more task from my clients "to-do" list by not having to provide me statements every month. Any suggestions or experiences are helpful 😄
TLDR: I want to be able to grab bank/cc statements automatically every month for reconciliation, where I do not rely on my clients to provide them for me. Solutions?