What is doola Bookkeeping?

With doola Bookkeeping, a human bookkeeper will get to know your business, bring your books up to date, and do your bookkeeping for you, start to finish. Some plans include bookkeeping software access. Depending on your current plan, you may need to upgrade to get access to bookkeeping software or to move to a fuller bookkeeping option. doola also offers add-on bookkeeping services with human support. Software access by itself does not mean a human will do the bookkeeping for you. Unless you purchase human bookkeeping services or upgrade to a plan that includes dedicated bookkeepers, the ongoing bookkeeping is owner-driven and may require manual entry or use of the software tools provided. For EIN : company legal name, formation date/state, address, responsible party info (passport details if no SSN), and entity structure. For banking : (1) Formation documents (Articles/Certificate), (2) EIN letter (IRS CP 575/147C), (3) Operating Agreement (often requested), (4) passport (and sometimes proof of address), and (5) a business address banks can accept. Some banks also ask for website/invoices or business description.