Bookkeeping Onboarding
A seamless transition to professional accounting. We handle the heavy lifting of connecting accounts, reviewing historical data, and setting up secure workflows so you can start fresh with confidence.
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The first step to financial clarity starts here.
Fred Lundin CPA offers a structured Bookkeeping Onboarding Service to ensure your transition to our firm is smooth, secure, and comprehensive. Switching accountants or starting professional bookkeeping for the first time can feel daunting. Our onboarding process is designed to "rip off the band-aid" efficiently. During this initial 30-day phase, we don't just ask for your passwords; we build your financial infrastructure. We securely connect your bank feeds, review your prior tax returns for consistency, and configure your client portal for safe document exchange.
This is more than just data entry; it is a diagnostic deep-dive. We review your existing books to flag historical errors, establish your reporting preferences, and introduce you to the specific team members who will be handling your accounts. By the end of the onboarding phase, you will have a fully integrated system, a clear communication channel, and the peace of mind that comes from knowing your financial house is in order before we even start the monthly work.
