BKE Resource Center

💬Communication

Communication & Expectations

Preferred channels, scheduling, expectations, and escalation.

• Communicating with BKE – Preferred channels for reaching us.
• Calendly – How to schedule time with your team.
• Communication Expectations & Turnaround Time – When you can expect replies.
• What to Do If You Feel Something Is Off in the Books – Escalation process and next steps.

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🚀Onboarding

Onboarding

What we’ll do, what you’ll do, and timelines.

• BKE Client Onboarding Process
• Setting up BKE access to Bank and Credit Card Accounts
• Setting BKE access for payroll and revenues systems
• Small business loan documents

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📋Policies

Policies

Key policies related to your services.

• Cancellation – How to handle ending services.

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⚙️Processes

Processes & Troubleshooting

Guides for smooth operations and solving common issues.

• Welcome to BKE: Your First Three Months
• Ask Client: Why This Is Used – Clarifying client inputs in workflows.
• Defining Obstructions & How to Troubleshoot – Common issues and solutions.

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🤝Referral

Referral

You save 20%.

• You save 20%

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🔒Security

Security & Access

How we protect your access and data.

• Passwords & Secondary Security – How we protect your access and data.
• Why use Insight for Communications

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➕Services

Services & Programs

Available add-ons and programs.

• Need Extra Services? – Options like sales tax filing, early delivery, etc.
• Info on 1099 Program at Year-End – Process, opting in, and making it painless.

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🧑‍🤝‍🧑Your team

Team & Structure

Overview of your dedicated staff.

• Who Is Your Team? – Overview of your dedicated staff.

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📊Insight

Tools & Reporting

Understanding reports and BKE Insight.

• Reading Reports – Guidance on understanding financial reports.
• Why Insight – Purpose and benefits of the Insight platform.
• Best practices in reviewing your reports
• Checklist Box vs. Obstruction Box

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🏦Bank & Systems

Your Bank, CC and Systems Account, and Document Management

Accounts, document collections, and secure access.

• Types of BKE Document Collections – CP vs Direct (BKE Login vs Client Login)
• Closing or Adding Accounts process with BKE
• Maintaining BKE passwords and logins

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💸Billing

Billing

Updating our billing account information.

• Updating our billing account information

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