GET STARTED (THE PROCESS)
STEP 1 – CONSULTATION:
Complete the form on this page, call 1-323-510-5430, or email email@example.com to discuss your needs with the Jacob K. Farsakh MBA, CPA & Company.
A member of our team will contact you to schedule a free consultation.
We will send a Non-Disclosure Agreement (NDA) prior to reviewing your accounting information and books and records.
You will send a copy of your accounting file to Jacob K. Farsakh MBA, CPA for further review and analysis.
STEP 2 – DISCOVERY:
We will schedule a file review with a dedicated CPA to analysis your accounting and discuss your expectations and preferences.
We prepare and present various service options in a proposal for your review.
You review your proposal for questions or adjustments.
You select your service option and accept the agreement.
STEP 3 – INTERNAL PREPARATION:
Our team gets to work setting up your file and preparing for our partnership.
Our Principal Consultant reaches out to schedule the entrance conference.
STEP 4 – ENTRANCE CONFERENCE:
Join your Principal Consultant on the Getting Started conference call (1-3 hours)
Discuss roles and communications.
Discuss details on Bank and Credit Card accounts.
Discuss details on Accounts Receivable process.
Discuss details on Accounts Payable process.
Discuss details on Payroll processing.
Discuss details on any other accounts or processes.
Start creation of Client Procedures Manual (CPM).
STEP 5 – ON-BOARDING & SYSTEMS SETUP:
Online access to bank accounts
Online access to all credit cards.
Access to payroll account.
Clean up chart of accounts.
Clean up balance sheet accounts.
Invoicing schedule and processes.
Setup merchant services account.
Setup Point of Sale system.
Setup ACH account.
Set up payroll
Perform back work on previous months
STEP 6 – WORK BEGINS:
Start transaction processing and other daily work.
Perform back work on previous months.
Continuously communicate with client liaison.
Reports are sent to client.
Note: These are general steps for outsourced accounting service work. All processes are subject to client approved services agreements.