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So, back when I checked with Chase, they told me they hadn't figured out a way to handle those B2G power of attorney setups yet. Apparently, they were insisting everyone needs their own individual card, which sounds ridiculous to me (???!). That was like three months ago, though. Maybe things changed or my banker just didn't know his stuff, but I was in such a rush that I didn't really press him—I just headed straight to FinTech. As for the paperwork, I went right to them, grabbed the forms, filled them out, and handed them over.
Hey everyone. I’m looking to swap stories if anyone’s been through this, or maybe just get some actual advice. I’ve always wanted to get into bookkeeping, but honestly, I haven't had much hands-on experience beyond the basic data entry and paperwork side of things.😁Beyond my degree and a certification course, I don't exactly have a massive toolkit—accounting is a pretty complex beast, after all.🙂So, here's the deal: I just started a small business providing IT consulting and professional services. My husband will be handling the technical work, while I'll be running the books myself. We're officially registered and set to launch on January 1st. Once that hits, I'll be heading down to the IRS and the local tax offices to get everything squared away.😲Look, I'm not trying to act like an expert. If I’d actually landed a job at a firm like Deloitte or a local accounting office, I would’ve jumped at the chance to learn the ropes properly. But instead, I'm kind of terrified. I don't want to hire a pro because I really want to handle this myself. My husband and I used to run a restaurant, and our previous accountant was one of those types who guarded her knowledge like a hawk and had zero patience for someone as green as I am. Am I the only one crazy enough to try this, or is there anyone else out there flying blind? Thanks! 🙂