Step 1) Visit this page and sign up for Monarch Core Plan: https://monarch.com/referral/npncg0qxzj
Step 2) Message our Team Line and inform us that you’ll be working with us for annual bookkeeping (720-295-1427)
Step 3) (Mobile or Desktop) Connect all your bank accounts and credit cards to Monarch (including investment accounts, loans, personal checking, personal credit cards, business accounts, and personal Venmo)
Note: If you use FaceID, you can use Monarch mobile app to connect your accounts
Step 3a) If you use PayPal significantly for work and often pay with your PayPal balance, follow this guide: https://www.loom.com/share/f2ad13d308ea4236a0fa9a930070ea6d?sid=0729e6ee-0936-4c51-8912-ed01f9785b37
Step 3b) If you use CashApp significantly for work, follow this guide: https://www.loom.com/share/c2e236fa3aec43438ac778e080013733?sid=f0f06019-3c8b-427b-8513-cfb20147a356
Step 3c) If you use Venmo Business (not Venmo Personal) significantly, follow this guide: https://www.loom.com/share/0fc3428a28814a1f97ca2c00b3dec18d?sid=dd242370-87bd-4f5b-89dc-8f304ea6e08f
Step 3d) For those with an Apple Credit Card (Issued by Goldman Sachs), please visit this guide: https://www.taxguru.ai/appleCSV
Step 4) (Desktop only) Visit Settings -> Members -> Scroll to bottom and add Financial Professional -> info@taxguru.co
Step 5) Save your card-on-file with us via this link: https://buy.stripe.com/cN2eWV09c05I4DuaEE
