Keep your personal and business transactions separate
Have a separate credit card and checking account exclusively for your business
Source documents often needed in bookkeeping or cleanups: credit card statements, bank statements, loan documents, previous year tax returns
Ongoing communication between bookkeeping provider and client is often necessary to clarify expense categorization, follow up on pending items, and timely responses to provider's other questions
The amount of money in your business checking account is not always an indicator of how well your business is doing. Keep in mind resources your business has that will produce future economic benefits. Likewise, you must also keep into account your future outflow of resources (obligations) such as cash and services owed.