Chamberlain Bookkeeping

Client Portal

Your bookkeeping, handled with care

👋 Welcome

Use this portal to get set up, submit receipts, send deposit info, request invoices, add a new employee, or send us a general message.

What would you like to do?
📋

Client Onboarding

New client setup after signing your engagement letter

🧾

Submit a Receipt

Send a business expense or bill

🏦

Log a Bank Deposit

Report income or money received

📄

Request an Invoice

Ask us to create & send an invoice to your client

👤

Add a New Employee

Send new hire info for payroll setup

💬

General Request

Questions, special requests, or anything else

Need help?
Email micheallanchamberlain@gmail.com or reply to any email from Michealla.
About Your Business
The basics we need to set up your file
Accounts & Software
Helps us connect and reconcile everything
To add Michealla: Settings ⚙ → Manage Users → Accounting Firms → Invite → micheallanchamberlain@gmail.com
How We Work Together
So we can tailor the service to you
🎉

You are all set!

Michealla has everything needed to get started. Expect a welcome email within 1 business day.

Next: Add Michealla as Accountant User in QBO
Settings ⚙ → Manage Users → Accounting Firms → Invite
micheallanchamberlain@gmail.com

A specific purpose helps with tax deductibility.
Receipt Photo or File
Take a photo or choose a file
📸

Tap to take a photo or upload

JPG, PNG, PDF
📎No file

Receipt received!

We will categorize and record this expense. No action needed on your end.

Tip: submit receipts as they happen — it keeps month-end close fast and clean.

Deposit Slip or Screenshot
Optional but helpful
📷

Tap to upload deposit slip or screenshot

JPG, PNG, PDF
📎No file
💰

Deposit logged!

We will record this income and match it to your bank statement at month-end close.

Revenue recognized, books up to date — that is what we are here for.

📎

Attach contract, PO, or reference

Any file type
📎No file
📄

Invoice request received!

Michealla will create and send the invoice to your client within 1 business day. You will receive a copy once sent.

Need a rush invoice? Email micheallanchamberlain@gmail.com directly.

Requestor
New Employee Information
Documents
Offer letter, contract, or I-9 — stored in employee profile
📄

Upload employee documents

PDF, JPG, PNG
📎No file
👤

New employee received!

We will add them to payroll and set up their employee profile within 1 business day.

Remind them to complete their W-4 and direct deposit info through your payroll provider.

📎

Tap to attach a file

PDF, JPG, PNG, or any file
📎No file
📬

Message received!

Michealla will get back to you within 1 business day. Check your email for a reply.