Outsourced Bookkeeping Services for Business | GoStravo

previous financial records, setting up accounting software access, reviewing the

chart of accounts, and explaining your existing bookkeeping process. A good

onboarding process should also establish responsibilities from the beginning.

Step 4: Establish Communication

Decide how you will communicate. You might use email, project management

software, chat, or scheduled meetings. More importantly, establish who handles

questions and how often progress updates will be provided. Clear communication

prevents small issues from becoming larger problems.

Step 5: Securely Transfer Information

Financial data is sensitive. Businesses should use secure methods to provide

documents and system access. Access should also be limited to what the

bookkeeping team actually needs. For example, there may be no reason to provide