How it works
Your Client Procedure Manual
What sets AccountingDepartment.com apart is our attention to processes and procedures.
From our very first day in business, we developed and standardized consistent policies and procedures for every accounting process. Every team member is trained on them, and they're documented at both the company level and the client level, so your monthly financial reporting package is always timely and accurate. Today, those procedures live in Whale, a modern platform that keeps them current, searchable, and ready for whoever is working on your account.
A manual built around your business
Every business is unique, with its own reporting needs. So the policies and procedures for your account are developed and compiled in your Client Procedures Manual (CPM).
Your CPM includes detailed instructions for capturing your business's daily financial activity, along with the specific tasks to be performed at each monthly, quarterly, and annual close.
A living playbook, built in Whale
We've moved every client's procedures into Whale, a modern process platform. Your CPM is no longer a static document that ages on a shelf. It's a dynamic playbook that grows and changes with your business.
- Kept up to date. Your CPM is updated as your processes change, so instructions never fall out of date.
- Version history. Every change is tracked, so there's always a clear record of how your processes have evolved.
- Built-in checklists. Each close follows a checklist, so nothing is missed from one month to the next.
- Searchable. Your team can find the exact procedure they need quickly, instead of digging through documents.
- Shared across your team. Every team member assigned to your account works from the same instructions.
- Faster training. New team members get up to speed on your account quickly, because your procedures are already documented.
- A seamless handoff. The playbook built during implementation carries straight over to your dedicated team, so nothing is lost in the transition.
Your CPM is an internal AccountingDepartment.com resource. Its value to you is the stability of knowing your accounting runs on a documented, maintained playbook rather than on any one person's memory.
Consistency and accountability, whatever changes
Adherence to these documented best practices creates consistency and accountability across every account we manage. It also means your accounting stays stable and continuous, regardless of any shifts in staffing or internal dynamics, on your side or ours.
There must be a better way
If your internal accounting processes fall short, or you simply have a feeling that there must be a better way, we'd welcome the chance to show you how we work.
Meet our clients
“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. It was a slam dunk.”
Rich Oakes · President/CEO, GigSmart
See how it would work for your business.
A demo, a CPA file review, and a fixed-fee proposal built on your actual books.