Getting Started with AccountingDepartment.com

Whether you're considering outsourcing your accounting for the first-time, transitioning from another outsourced accounting provider, or otherwise motivated to consider alternate options, we welcome you to discover what we have available to you.

Getting started with AccountingDepartment.com is well-developed process built on the experience of 15 years in business. We have a process for everything, from service demos, file reviews, and proposal creation processes to implementation/onboarding and determining the appropriate technology integrations for your needs.

Every new client begins their journey with our Implementation Team. A product of 15 years of finely honed experience and development, our Implementation Team is peerless in their abilities and the best in the industry. Meet them here:

• Complete the form on this page, call 1-888-858-9919, or email info@AccountingDepartment.com to discuss your needs with the AccountingDepartment.com and setup a demo of our services
• A member of AccountingDepartment.com will do a demo of our services for you
• We will send a Non-Disclosure Agreement (NDA) prior to reviewing your accounting data
• You will send a copy of your accounting file to AccountingDepartment.com for analysis

• We will schedule a file review with a dedicated CPA and file analyst to analysis your accounting and discuss your expectations and preferences.
• We prepare and present up to three tiers of service options in a proposal for your review.
• You review your proposal for questions or adjustments.
• You select your service tier and accept the agreement.

• Our team gets to work setting up your file and preparing for your arrival!
• Our Implementation Manager reaches out to set up your initial getting started call.

• Join your new AccountingDepartment.com Implementation on the Getting Started conference call (1-3 hours)
• Discuss roles and 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 with your Implementation team.

• Start processing daily work

• For access to AccountingDepartment.com servers for 24/7 availability to bookkeeping files
• For online access to bank accounts
• For online access to all credit cards
• For access to payroll accounts
• To clean up chart of accounts
• To clean up balance sheet accounts
• For invoicing schedule and 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

• Internal closing and books are closed
• Financial statements are sent to client
• Implement financial dashboard

Our online accounting service is based on accounting best practices, designed to boost your bottom line. AccountingDepartment.com provides a seamless virtual accounting experience that takes the stress off you while delivering the high-level financial data you need to run your business.