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You have decided that you would like BlueSpark to manage your bookkeeping. Welcome aboard!
Here is what you can expect from our onboarding process.
We will get your books up-to-date in 10 simple steps:
Step 1: Accept Invitation to Client Portal
Our Client Portal is where you will go to chat with your Account Manager, upload bank statements, and review your financials.
To start working with us, please accept the email invitation and make a login to the Client Portal.
Step 2: Sign Quote & Add Payment Method
Once in the Client Portal, you will see that you have a Quote awaiting your signature. Please sign the quote so that we can get started with your financials.
Your next step in the Client Portal is to add a payment method. To get your account up and running simply go to your Client Portal page, click on your picture or initials in the top right-hand corner of the screen, then click Settings > Payment methods > Add a payment method.
Payment options include:
· Adding a credit or debit card.
· Connecting your bank account using Plaid.
· Connecting your bank account manually.
This payment method will be used for all of your invoices going forward.
Step 3: Add Us to Your QuickBooks Account
If you do not yet have a QuickBooks Online account or are using QuickBooks Desktop, we will work with you to create a QuickBooks Online account.
If you already have a QuickBooks Online account, we will just need you to add us to your account to start working on your books.
You can add us to your account by following these steps:
Sign in to QuickBooks Online (QBO) in the browser
Select the Settings ⚙️ icon - then Manage users.
Select Accounting firms.
Select Invite.
Enter DKelly@BlueSparkSolution.com, then select Save.
Most QuickBooks Online accounts come with two accounting user licenses, so we will not take up a license used by your team.
Step 4: Schedule Onboarding Call
Once we have been added to your account, it is time to schedule an onboarding call with your Account Manager to discuss next steps.
You can schedule the call at a time that works well for you using the Book Time with Your Account Manager page in the Client Portal.
Step 5: Submit Documents (Bank Statements)
During your onboarding call, your Account Manager will review what documents they need from you to get started. We usually need bank, credit card, and loan statements going back to the beginning of the year.
You can upload these files in the Client Portal by going to Files, then clicking + New.
Here you can:
· Create a folder
· Upload a file
· Upload a folder
· Add a link
Please create a new folder for each statement type, and then upload all statements for the specific period.
Step 6 : Connect Bank & Credit Card Accounts
Now that we have your statements, we need to connect your bank & credit card accounts to QuickBooks Online via the live banking feed. This connection allows us to see and categorize your transactions in real-time.
To connect these accounts, you will need to login to your online banking accounts. We can walk you through this process on a Zoom call. Simply book a meeting with your Account Manager through our booking page in the Client Portal.
Step 7: Review Invoice Templates
If you plan to send invoices from QuickBooks, then we need to create an invoice template for you. We will review what you need on the invoice during our onboarding call. Once the invoices are ready for review, we will send you a message in the Client Portal. Let us know if you need any changes made by messaging back or scheduling time with your Account Manager in the Client Portal.
Step 8: Review AP Process
We help many of our clients with their AP or Accounts Payable processes. Accounts Payable refers to any money that your company owes to others. We can help enter your bills and schedule bill payments.
If this step is missing on your checklist or if you would like help with AP, book a meeting with your Account Manager using the Client Portal.
Step 9: Review AR Process
We also help many of our clients with their AR or Accounts Receivable processes. Accounts Receivable refers to any money that is owed to your company by others. We can create invoices for customers and send reminders & statements for overdue balances.
If this step is missing on your checklist or if you would like help with AR, book a meeting with your Account Manager using the Client Portal.
Step 10: Review Financial Statements
This is the final step in the checklist!
Once we have done any necessary cleanups and finished setting up your account, we will produce a monthly financial statement and share it with you in the Client Portal.
It is a good idea to review this financial statement in detail and ask your Account Manager any questions you may have about it. If something looks off to you, we may need to adjust how it is categorized. Our goal is to create Financial Statements that are meaningful to you and help you run your business, so we will be happy to make any changes that you need.