Accounting process: Discover How we work with clients
(managing clients when providing services, from the beginning to the end)
This process is designed to provide a structured approach to managing clients and their accounting needs, ensuring smooth and efficient service delivery from beginning to end. It also allows for ongoing communication and feedback, which is crucial for maintaining a strong client relationship.
- Initial Contact and Quote Request:
Potential clients visit our website and fill out the quote request form.
The form captures basic information about the client’s business and their specific accounting needs.
- Initial Assessment:
We assess the complexity of the client’s requirements and determine if we can provide the requested services.QuickBooks Accountant Access Required.
- Preparation of Quote:
Based on the assessment, we prepare a detailed quote that outlines the scope of services, pricing, and any additional terms or conditions.
- Quote Delivery:
The quote is sent to the potential client via email, along with any supporting documents or references.
- Contract Signing:
Once the client agrees to the terms, they electronically sign the contract.The signed contract is received and filed in our client management system.
- Welcome Email and Access Setup:
A welcome email is generated and sent to the client, introducing them to our team and providing information on the next steps.
Access to our project management and communication platform (e.g., Teams) is granted, allowing the client to communicate with our team.
- Assignment of Bookkeeper:
Based on the client’s specific needs and the availability of our team members, a dedicated bookkeeper is assigned to the client’s account.
- Initial Meeting with the Client:
The assigned bookkeeper schedules an initial meeting with the client to understand their business processes, accounting systems, and any specific requirements (not necessarily a meeting. Can just discuss thru email)
- Setup of Accounting Systems:
Our team helps the client set up necessary accounting software and integrations (e.g., QuickBooks) to ensure seamless data transfer.
- Ongoing Communication in Teams/Outlook:
Communication with the client and within our team takes place through designated channels on platforms like Teams.
Regular updates, queries, and document sharing are managed within these channels.
- Transaction Entries and Pre-Audit Preparation:
The assigned bookkeeper records all financial transactions, ensuring accuracy and compliance with accounting standards.
Entries are made in accounting software and reconciled regularly.
Pre-audit documentation, including financial statements and supporting records, is maintained in an organized manner for easy access.
- Monthly/Quarterly Reporting:
Financial statements and reports are generated and shared with the client on a regular basis, as agreed upon in the contract.
- Client Review and Feedback:
The client reviews the services provided and provides feedback on the quality and accuracy of the accounting work.
- Continuous Improvement:
Based on client feedback and changing business needs, adjustments are made to the accounting process to ensure ongoing satisfaction and value.