CONTACT

Who’s Who: Your BKE Team Line Up

A quick guide to the people supporting your books—defining their role, how we work together, and when to reach out.

🧭 At-a-Glance

  • Senior Accountant → Your main point of contact. Owns the accuracy of your books, monthly close, and technical accounting.
  • Document Manager → Your documents, credentials support rep.
  • Billing Team → Manages collections and billings of your account with BKE.
  • Onboarding Representative → Assist with your initial account set up within our communication portal, Insight along with verifying our team's credentials/logins necessary to do your bookkeeping.

👥 Your Team

📈 Senior Accountant

Purpose
Ensures your Financial Reports are complete and accurate.

What they do

  • Perform monthly reconciliations (bank/credit card/loan), adjusting entries, and review variances.
  • Maintain the chart of accounts and accounting policies.
  • Prepare monthly financial statements.
  • Advise on complex items (payroll entries, asset capitalization, revenue recognition, sales tax edge cases).

When to contact

  • You have a technical accounting question or a change in transaction treatment.
  • You’re reviewing the monthly close and something doesn’t look right.

Typical deliverables

  • Monthly Profit & Loss Statement, Balance Sheet, Cash Flow and close checklist.
  • Review notes and action items.

📂 Client Document Manager

Purpose
Manage document collection and credentials for the client.

What they do

  • Gather all documents/data and make it available to our bookkeepers via our internal filing system.
  • Manage the logins you provide to us.
  • Route questions to the right specialist (Senior Accountant, Billing, Onboarding).

When to contact

  • If you hear from us and we need a secondary security code or you need to update a login.
  • If you have difficulty sending in a document that you provide monthly.
  • If you are having difficulty solving any obstructions on your BKE Insight page.

🧾 Billing Team

Purpose
Make sure billing is clear, timely, and accurate.

What they do

  • Manage payment methods/subscriptions.
  • Handle credits, refunds, and scope-related pricing updates.

When to contact

  • If you have questions about a payment to BKE or need to update billing details.

🚀 Onboarding Representative

Purpose
Get you from kickoff to a clean, connected, and documented bookkeeping environment.

What they do

  • Help set up Clients within BKE Insight as well as activate new QuickBooks files if needed.
  • Collect historical data needed for any historical work to be done.
  • Establish document workflows, integrations and bank feeds to your books.
  • Verify and test all credentials/logins provided work properly for our team then hand off your account to your new Client Document Manager + Senior Accountant.

When to contact

  • During setup to provide information, data migration, or if anything blocks connections/access.
  • To review onboarding timelines and readiness for handoff.

🔄 How We Work Together (Workflow)

  1. Onboard — Onboarding Representative configures/creates tools, gathers data, and initiates documents processes.
  2. Operate — Client Document Manager manages documents and other nonaccounting questions; Your Senior Accountant runs the monthly review and close.
  3. Bill — Billing Team issues invoices, initiates collections, and manages account changes.
  4. Review & Improve — Senior Accountant provides your reports and insight on your financials.

💬 Communication & Response Times

  • Primary channel: Send us a message using your BKE Insight page.
  • Typical responses: Within 1 business day for most requests; complex accounting questions may take 2–3 business days depending on documentation.
  • Meetings: Scheduled as needed for onboarding, document collection support, monthly reviews, or project work.

Need urgent help? Flag your Senior Accountant and indicate the deadline; they’ll coordinate the fastest path to resolution.

⚠️ Escalations

For document related questions, contact your Client Document Manager via a message in BKE Insight, a phone call, or schedule a Calendly meeting. To do this use the Your Team button on the BKE Insight page located at the top right of your page.

For accounting or BKE Insight questions, contact your Senior Accountant via a message in BKE Insight, a phone call, or schedule a Calendly meeting. To do this use the Your Team button on the BKE Insight page located at the top right of your page.

For billing questions, send us a message in BKE Insight and it will be assigned to the Billing Team.

For access/tool problems during setup, contact your Onboarding Representative via a message in BKE Insight, a phone call, or schedule a Calendly meeting.

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