Getting Started with

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

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 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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