Getting Started with AccountingDepartment.com

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

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

• Schedule a discovery call with our CPA and Implementation team for the file analysis and to discuss your expectations.
• AccountingDepartment.com 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 AccountingDepartment.com

• Pre-Getting Started conference call
• Internal prep meeting with AccountingDepartment.com Controller, Implementation Specialist and Full-Charge Bookkeeper

• Join AccountingDepartment.com 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.

• Start processing daily work

• For access to AccountingDepartment.com 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

• 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. 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.