Getting Started with

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

Transitioning to Outsourced Accounting Services

Getting Started

Getting started with 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 to discuss your needs with the and setup a demo of our services
  • A member of 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 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 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 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. 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

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