Getting Started

Getting started with AccountingDepartment.com’s accurate and reliable accounting services is just a phone call away. Our startup process is outlined in the steps below.

Learn More Videos: Getting Started Start Up Process

Step 1

Call 1-888-858-9919 or email info@AccountingDepartment.com to discuss your needs with the AccountingDepartment.com Managing Director of Sales & Marketing
AccountingDepartment.com will send a Non-Disclosure Agreement (NDA)
Send a copy of your accounting file to AccountingDepartment.com for analysis.

Step 2

Schedule a discovery conference call with our CPA and sales person to discuss the file analysis and the client needs and expectations.
AccountingDepartment.com will send scope of work and agreement after discovery call.
Client will scan or fax signed agreement to AccountingDepartment.com.

Step 3

Pre Getting Started Conference Call
Internal Prep Meeting with AccountingDepartment.com Controller, AccountingDepartment.com Client Implementation Specialist, AccountingDepartment.com Full Charge Bookkeeper

Step 4

Receive a free scanner in the mail.
AccountingDepartment.com will have the Getting Started Conference Call (1-3 hours)
Discuss roles & communications
Discuss details on Accounts Payable process
Discuss details on Accounts Receivable process
Discuss details on Payroll processing
Start creation of client procedures manual (CPM)
Set up conference call schedule

Step 5

Start processing daily work

Step 6

To set up access to AccountingDepartment.com servers for 24/7 availability to file
To set up the scanner
To set up online access to bank accounts
To set up online access to all credit cards
To set up access to payroll accounts
To clean up chart of accounts
To clean up balance sheet accounts
To set up Invoicing Schedule/Processes

If Needed
- Set up QB merchant service account
- Set up QB POS system
- Set up ACH account
- Set up payroll
- Perform back work on previous months

Step 7

Internal Closing and Books are closed
Financial Statements are sent to client
Implement Financial Dashboard

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Set Up an Online
Meeting with Us

Set up an online meeting to preview our internal processes, allowing you to see if we are the right fit for your business.

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8:00 a.m. - 12:00 p.m.
12:00 p.m. - 4:00 p.m.
Note: We will contact you to schedule an appointment.

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