Client Onboarding
Welcome to DKK Accounting! Our goal is to ensure a seamless transition for you to our services. Here's what you can expect.
Schedule OnlineWhat Can You Expect?
Our goal is to have you up in running within 30 business day or less. How fast we can get this done all depends upon you.
Initial Consultation
Meet with one of our expert accountants to discuss your financial goals, challenges, and the specifics of your business or personal financial situation. This initial meeting helps us understand your needs and tailor our services accordingly.
Free Consultation
Proposal and Agreement
Based on our initial consultation, we will provide a detailed proposal outlining the scope of our services, the team members who will be handling your account, and our fees. Once you review and agree to the terms, we will formalize our partnership with an engagement letter.
- Confirm all previous sales activities are complete
- Engagement letter signed
- Payment authorization complete
- First payment has been processed
Initial Strategy Session
The Client Accounting Manual is to be reviewed in detail with new clients at the Initial Strategy Session.Ā This entire manual, including the exhibits, is posted on our website so it can be downloaded and accessed as needed.
- Onboarding checklist has been sent
- Kick-offĀ meeting scheduled
- Review client accounting manual
- Other questions or items
Gather Information
Safety and confidentiality are paramount. We will guide you through the process of securely transferring your financial data to our systems using state-of-the-art security protocols.
- Online account access
- Articles of organization
- Federal, state, and local tax ID numbers
- Prior year tax returns
- Loan documentation
- Payroll information
- Other items
Account Setup and Integration
At this point, move into the backwork phase. Our team will set up your accounting system, ensuring everything is aligned and function smoothly for optional financial management.
- Accounting system setup
- Payroll system setupĀ (if applicable)
- Backwork phase started
- Introduction to software
Strategy Session
Once we have a complete understanding of your financial landscape, we'll hold a strategy session to outline our approach, establish key performance indicators, and set timelines for deliverables.
- Review and analyze past financial statements and tax returns
- Review your business entity structure
- Review compensation strategies
- Discuss and implement tax saving deductions
- Plan and prepare tax projections
Ongoing Support and Communication
With everything set up, youā€™ll receive regular updates and have access to our team for any questions or advice. We believe in proactive communication to ensure your finances are always in good shape.
- Courses and training resources
- Scheduling support meetings
- Scheduling tax planning meetings
- FreeĀ versus fee
Thank you for choosing DKK Accounting!
We look forward to helping you achieve your financial objectives with clarity and confidence.
Need Help? Schedule Online Today!
Contact your experts online for friendly, helpful assistance.
Schedule Online