Getting Started With Virtual Accounting

How It Works
Getting Started

Transitioning to Outsourced Accounting Services

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

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.

Start-Up Process - Meet our implementation team

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:

Step 1, demonstration:

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

Step 2, Discovery:

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.

Step 3, internal preparation:

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.

Step 4, getting started:

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.

Step 5, Processing:

Start processing daily work

Step 6, System Set Up:

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

Step 7, Implementation:

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.

Meet Our Clients:

Request A Free Consultation for Accounting Services

"AccountingDepartment.com has the expertise and the ability to scale up our accounting function much more quickly than we could have accomplished if we chose to do it internally. So based on expertise, speed-to-scale, and cost, the decision for us was no-brainer. It was a slam dunk."