Getting Started with

Established client implementation practices ensure our clients have a smooth transition to accounting services.

Transitioning to Outsourced Accounting Services

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

Getting Started

Start-Up Process

Step 1, Initiation:

  • Call 1-888-858-9919 or email to discuss your needs with the 
  • will do a DEMO of our services
  • will send a Non-Disclosure Agreement (NDA) to review accounting data
  • Send a copy of your accounting file to for analysis

Step 2, Discovery:

  • Schedule a discovery call with our CPA and Implementation team for the file analysis and to discuss your expectations.
  • will send you the scope of work and agreement after the discovery call.
  • Review any questions or concerns with you.
  • You'll scan and email or fax the signed agreement back to

Step 3, Preparatory:

Step 4, Details:

  • Join 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 Implementation team.

Step 5, Processing:

  • Start processing daily work

Step 6, System Set Up:

  • For access to servers for 24/7 availability to bookkeeping files
  • For your scanner
  • 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

Step 7, Implementation:

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

For more insight into getting your virtual accounting up and running, we have two informative videos for you to watch:

Our online accounting service is based on accounting best practices, designed to boost your bottom line. 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.

Meet Our Clients:

Watch Video & Read Written Testimonials

Request A Free Consultation for Accounting Services