Welcome to Constantine Accounting! Client Onboarding Instructions

Welcome to Constantine Accounting! Client Onboarding Instructions


Your Journey to Financial Excellence Begins Here

Welcome to Constantine Accounting! We are thrilled to have you on board as our client. Our commitment is to give you expert bookkeeping and accounting services tailored to your business needs. This page will guide you through the first steps of our partnership, ensuring a smooth and efficient onboarding process.

Getting Started: What You Can Expect

At Constantine Accounting, we believe in setting the foundation for a successful working relationship right from the start. By the time you have received this link, you have already had a personal introduction session and sign-up meeting. During these sessions, we discussed your specific needs, challenges, and goals. We do this so that we can tailor our services. Also, basic business information was collected and an estimate was sent for approval. Remember, once we fully analyze all your financial data, circumstances can change. We will always be transparent in that process. A meeting should have already been set-up to go over the progress of this process as well (usually 30 days after sign-up)

      Step 1: Accounting Software Access Setup:

      Once you’ve signed your agreement, if you’re using any accounting software already, please give us access. We’ll guide you through the process of adding us as a user. Once we have access, we will start reviewing your account. If not, we will create your accounting software and give you access.

      • Log in to Your Accounting Software
      • Navigate to User Management.
      • Add a New User. Accountant or admin access is required.
      • Enter user information.
        • The email you will use is: [email protected]
        • The phone number you will use is 954-278-9446
      • The online system will either email the invitation to us or will give you login username and password. If username and password are given, please email the information to [email protected].
      • Some specific accounting software instructions are:
        • QuickBooks Online:
          • Go to the “Gear” icon and select “Manage Users.”
          • Click on “Add user.”
          • Choose the user type (e.g., Standard user, Company admin).
          • Set permissions, such as limited access to customers and sales, vendors and purchases, etc.
          • Enter the user’s name and email address.
          • Click “Save” and send the invitation.
        • Xero:
          • Click on the “Settings” icon and select “Users.”
          • Click “Invite a User.”
          • Enter the user’s email, first name, and last name.
          • Select the user’s role, such as “Read Only,” “Invoice Only,” “Standard,” or “Advisor.”
          • You can also customize permissions by selecting the specific areas they can access.
          • Send the invitation.
        • If your accounting software is not listed, and you are running into difficultly, please don’t hesitate to reach out.

      Step 2: Financial Access Setup

      To streamline our process, we need read-only direct access to all your business bank, credit card, and loan accounts. Your security and convenience are our top priorities, and this step will help us manage your finances more efficiently. This will make sure your accounting remains up-to-date through accounting software connections and to retrieve necessary financial documents. It will avoid the need for frequent emailed requests and save you time in the long run. You will have to dedicate some time now to get it set up.

      • Most financial institutions allow you to add users through their online portals. General instructions are:
        • Log in to the Online Banking.
        • Navigate to User Management or Security Settings
        • Add a New User. I only need read only access that gives viewing of transactions and downloading of statements.
        • Enter user information.
          • The email you will use is: [email protected]
          • The phone number you will use is 954-278-9446
        • The online system will either email the invitation to us or will give you login username and password. If username and password are given, please email the information to [email protected].
        • Some specific bank instructions are:
          • JPMorgan Chase:
            • Navigate to “Account Management” > “User Management” > “Add New User.”
            • Enter user details and select “Read-Only Access.”
            • Assign specific accounts and confirm.
          • Bank of America:
            • Go to “Security & Access” > “Manage Users.”
            • Choose “Add User” and select “View Only” under user permissions.
          • Wells Fargo:
            • Visit “Settings & Privacy” > “Manage Access” > “Add Authorized User.”
            • Specify “View Only” access for desired accounts.
          • Citibank:
            • Access “Account Services” > “Manage Users.”
            • Enter new user information, assign “Read-Only” access, and confirm.
          • If your bank is not listed, and you are running into difficultly, please don’t hesitate to reach out.

      Step 3: Financial Updating & Analysis

      Once we have full access to your accounting software and financial institutions, we will start analyzing all the financial data. During this discovery faze, we will ask for more information or documents once the financial picture becomes clearer and clearer. Your prompt response during this time, will set the groundwork necessary for the most correct financials. This step basically includes:

      • Review of the chart of accounts.
      • Review of your customer and vendor information.
      • Correct any earlier errors.
      • Connect Bank, credit card, and loan accounts for transaction importing.
      • Update any imported transactions into the account registers.
      • Reconcile all accounts up to the last issued statement.
      • Review of your financial statements and making any adjusting entries.
      • Develop a customized ongoing plan and suggestions.

      Step 4: Kick-off meeting

      This meeting should have already been set-up during the sign-on meeting. It is usually set-up for 30 days after signing on and we call this our kick-off meeting. During this meeting, we will review the work we have already done. We will also review our plan of action for the future. During this session, we’ll discuss some of the following things:

      • Update on the current state of the financials.
      • Review financials for accuracy.
      • Discuss areas of improvement.
      • Finish ongoing accounting plan.
      • Schedule future ongoing meetings.

      Our Commitment to You

      At Constantine Accounting, we value transparency, efficiency, and results. Our goal is to provide you with accurate, timely, and insightful financial information that empowers your business decisions. From day one, we are committed to making your onboarding experience seamless and ensuring that you feel confident in the services we provide.

      Have Questions? We’re Here to Help

      If at any point during the onboarding process you have questions or need assistance, don’t hesitate to reach out. We’re here to make this as easy as possible for you.

      Contact Us:
      Phone: 954-278-9446
      Email: [Your Email Address]

      Thank you for choosing Constantine Accounting. We look forward to a successful partnership!

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