Transitioning to Outsourced Accounting Services

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

Step 1, Initiation:

·       Call 1-323-691-4185 or email info@procfoservices.com to discuss your needs.

·       Procfoservices.com will do a DEMO of our services

·       Procfoservices.com will send a Non-Disclosure Agreement (NDA) to review accounting          data

·       Send a copy of your accounting file to Procfoservices.com for analysis.

Step 2, Discovery:

·       Schedule a discovery call with our Implementation specialist for the file analysis and to        discuss your expectations.

·       Procfoservices.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 Procfoservices.com

Step 3, Preparatory:

·       Pre-Getting Started conference call

·       Internal prep meeting with Procfoservices.com Controller, Implementation Specialist,            and Full-Charge Bookkeeper

Step 4, Details:

·       Join Procfoservices.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.

Step 5, Processing:

·       Start processing daily work

Step 6, System Set Up:

·       For access to Procfoservices.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

Step 7, Implementation:

·       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. Procfoservices.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.