How it works
Getting started with AccountingDepartment.com
Whether you're outsourcing your accounting for the first time, moving from another outsourced provider, or simply exploring other options, getting started with AccountingDepartment.com follows a well-developed process built on more than two decades in business.
We have a process for everything: service demos, file reviews, proposals, onboarding, and choosing the right technology integrations for your needs. Here's what each step looks like.
Meet your implementation team
Every new client begins with our Implementation Team, a group built on two decades of refining how businesses move their accounting to us. They guide you through each step below.
Your getting-started process
- Demonstration. Request a quote, call 1-888-858-9919, or email Info@AccountingDepartment.com to set up a demo of our services. Before you share any accounting data, we send a one-way NDA that protects you and your financial information.
- Discovery. A dedicated CPA and file analyst review your accounting file and discuss your goals. You receive a proposal with up to three service-tier options, choose the one that fits, and accept the agreement.
- Internal preparation. Our team sets up your file, and your Implementation Manager schedules your getting-started call.
- Your getting-started call. A one- to three-hour call to cover roles and communication, your AP, AR, and payroll processes, and your recurring call schedule. It's also where we begin building your Client Procedures Manual in Whale.
- Accounting services begin. Your team starts processing your daily work right away, while the rest of onboarding continues alongside it.
- System setup. We connect your bank, credit card, and payroll accounts, clean up your chart of accounts and balance sheet, and set up invoicing, plus ACH, payroll, or catch-up work on prior months if you need it.
- Implementation complete. Your books are closed, your financial statements are delivered, and your financial dashboard goes live. Transition to permanent, dedicated accounting services team is finalized.
A faster path for simpler businesses
If your business runs on QuickBooks Online and your accounting is straightforward, you may qualify for our Quick Start track: a quick eligibility check on your first call and a fee range on the spot. Quick Start is based on qualifying criteria, so our team will confirm on the call whether it's the right fit.
See how it would work for your business.
A demo, a CPA file review, and a fixed-fee proposal built on your actual books.