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Thought Leadership from the Leaders in Virtual Accounting and Bookkeeping Services

7 Steps to Easy Online Financial Accounting

Author : Bill Gerber
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Would you like all your financial statements delivered when you need them—without asking? If communication has been an issue with your current, in-house accounting department, it may be time to take the steps to set up a virtual bookkeeping account with AccountingDepartment.com.

A virtual accounting department offers a host of benefits over paying a full-time, in-house bookkeeping staff. Best of all, it’s very easy to get started.

  • Step 1: Discuss your needs with AccountingDepartment.com. Before we discuss specifics about your business, we’ll send over an NDA. Then, you send us a copy of your accounting files so we can see how to best serve you.
  • Step 2: In a “discovery” conference call, we’ll get to know each other better. Once we’ve assessed your needs and expectations, we’ll send a scope of work and agreement. Sign it, send it back, and you’re ready to go!
  • Step 3: We’ll have a conference call with your new financial controller, Client Implementation Specialist, and your Full Charge Bookkeeper.
  • Step 4: You’ll receive a free scanner in the mail for scanning receipts and hard copy financial statements. We’ll host your “Getting Started” conference call, where we work out processes, procedures and details.
  • Step 5: Your full-charge bookkeeper gets started on your files.
  • Step 6: We’ll set up all your accounts online on our secure servers, and your bookkeeper will begin to clean up anything in your books that does not meet GAAP standards.
  • Step 7: In the final step, we’ll implement your Financial Dashboard to give you access to all your records everyday. Of course, additional training and services will be provided as needed to make sure your transition to online financial accounting goes smoothly.
 
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