Action Accounting brings an unmatched level of customer service to the accounting industry

727-799-1040

Bookkeeping Process

What and how? Get an understanding of our process.

Booking process timeline

Our Process Steps

At Action Accounting, we follow an efficient structured approach that is easy for our clients to understand while ensuring they will have support throughout the entire process.
  1. Welcome Email
  2. Process Payment – Bookkeeping Setup Fee
  3.  Setup Client Portal
    ◦ Sign Engagement Letter
    ◦ Complete the Questionnaire
    ◦ Upload Documents/Business Information
  4. Contact Preferences
  5. Kickoff Meeting
  6. QBO Accountant Access Invitation
  7. Schedule a Discovery Meeting with Bookkeeper
  8. Discovery Meeting
  9. QBO Setup
  10. Monthly Payment Processing
  11. Review Financials
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