Page 1 - CBS Client Handbook

Welcome to Cloud Bookkeeping Services,

My team and I are so excited to be working with you and looking forward to fostering a long term
partnership.

Our main objective is to support you and your business. That’s why we want you think of as a business
resource centre. Our aim is to solve your business pains. This way you can spend your time on your
business and your personal life - where your passions are!

The purpose of this booklet is to provide you with important and useful information and tips. Please
review it and make sure you know where to access it just in case you need to reference it again. These
tips will keep your paperwork and books in order, which will keep you, us and most importantly CRA
happy. We will also provide best practices for your paperwork, as well as for some of the apps we may
use with your business.

Please also feel free to browse my website as there are valuable tips on bookkeeping, recent changes as
well as the main page has a message board for important information. Our FaceBook, Twitter, Google +,
LinkedIn and YouTube accounts will also have important information that you don’t want to miss, so be
sure to follow us there as well. Just click on the icons below.

Your training videos can be located within the client access page on our website, which you can always
access at the top right corner of any page on our site. Your password is TrainMe

The majority of communication will come from Support@CloudBookkeepingServices.ca, so please ensure
that this email address is added to your safe contact list. This email address is monitored daily by your
support team during regular business hours regardless if someone is away and unable to check their
individual emails.

Cheers,

Tanya Hilts, CPB
President

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