Everything You Need to Work Successfully With Us.
Access onboarding materials, monthly bookkeeping guidance, Xero and Hubdoc support, accounting education, client forms, and specialized ministry and nonprofit resources from one organized location.
Choose the Resource Category That Fits Your Need
Select one of the three categories below. Its complete menu will open across the full width of the page.
Everything Needed to Begin Your Bookkeeping Relationship
Use these materials to understand the onboarding process, provide required information, complete agreements, and request assistance.
Guidance and Support for Ongoing Bookkeeping
Use these resources to prepare monthly records, communicate account changes, request assistance, and better understand your reporting process.
Software Guidance, Login Access, and Troubleshooting
Use these instructions and links for common Xero and Hubdoc tasks. Sensitive financial records should remain inside the approved secure workflow.
Guidance for Every Stage of the Client Relationship
Choose where you are in the process. Each section brings together the forms, instructions, and support most relevant at that stage.
Use Secure Systems for Financial Documents
The Xero or Hubdoc Help menu above provides direct access to task-based guidance, login pages, and assistance. Financial records and sensitive information should remain inside the approved Xero and Hubdoc workflow.
The Website Is a Knowledge Center - not an Upload Portal
Do not send account passwords, banking credentials, routing or account numbers, payroll records, tax documents, or other sensitive financial information through ordinary email.
Submit routine bookkeeping records directly through Xero or Hubdoc according to the process established during onboarding.
General Questions
Email may be used for ordinary bookkeeping questions, meeting requests, and non-sensitive communication.
Financial Documents
Receipts, bills, invoices, statements, and supporting records should be submitted through Hubdoc or Xero.
Financial Reports
Review current financial reports and accounting information directly within your Xero organization.
Payment Information
ACH authorization and bank-account information must be completed through the secure process provided by TheAccountingDr.
Design and Documentation Standards Manual
Internal governance for TheAccountingDr websites, client resources, documents, marketing assets, and the Practice Suite.
Need Assistance With a Resource or Client Process?
Contact TheAccountingDr for help with onboarding, monthly bookkeeping expectations, Xero or Hubdoc access, client-information updates, report questions, or additional service needs.