What’s Included:
Kickoff Meeting (1 hour): We meet with your team to gather access to QuickBooks Online, CentralReach, and view-only bank, credit card, and payroll accounts.
Payroll & Billing Integrations: We prepare email introductions to your payroll provider and billing team. This ensures we can:
Set up integrations with payroll, including departments, locations, and pay types.
Review your billing team’s online reporting portal (or establish a process for monthly reports we’ll need and what we’ll provide in return).
Vendor Coordination: We schedule follow-up meetings directly with your payroll and medical billing providers to get processes rolling without delay.
Workflow Setup: Our team establishes efficient bookkeeping workflows tailored for ABA operations, so every transaction and report flows seamlessly.
Chart of Accounts Refinement: We restructure and refine your chart of accounts so financial reports are clear, actionable, and meaningful for ABA operators. This ensures you can easily distinguish between variable and fixed costs for better decision-making.
Why It Matters
Our onboarding isn’t just about access — it’s about building the foundation for reliable, accurate bookkeeping that delivers financial clarity from day one. By coordinating directly with your payroll and billing providers, we eliminate bottlenecks and set up efficient workflows that save you time and frustration.