Onboarding Process

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Step 1: Introductory Client Meeting

Your time is valuable, so we provide an introductory 10-minute meeting with our Principal Accountant & Bookkeeper, to get to know what you do, what you want and how we can help.

The next step is to receive your QuickBooks Online* Accountant Invite to further understand your business needs so that we can provide a more accurate quote for your Scope of Services.

*Other software services available

Our comprehensive 'Menu of Services'

Designed to cater to your business's unique needs

Guided set-up: Payroll, Processing Initial Data, & Configuring Preferred Payment Methods

Step 2: Quote & Engagement Letter

Once we’ve had an opportunity to spend time with your books, we will create a customized quote for the Scope of Services discussed and any additional identified needs. This will accompany our Engagement Letter, outlining the services to be performed, mutual expectations and confidentiality.

Step 3: Onboarding: Client Portal &, Account Set-up

Once the Engagement Letter is executed by Newportify, your Client Portal is created.

The instructions for accessing it and the Engagement Letter uploaded to it will be sent your email of record.

This will include steps you need to take to set up the Accountant-level logins for your Financial Accounts, allowing us access for the functions we will perform for your business.

The Client Portal is the hub for communication and workflow management to keep your business activity current.

Step 4: Starting Fresh

With access to accounts and data impacting your business, we work with you to make sure that the starting numbers are accurate working through Balance Sheet accounts, reconciling them and producing month-end Financial Statements.

As we work through your books, we clean up duplicate accounts, vendors and make necessary adjustments for confidence with compliance and future use.

Step 5: Onboarding is Complete (~ 7 weeks)

Your business now has a reliable & efficient Team of business professionals who learn about, analyze and can aid with strategic planning for minimizing tax liability and taking advantage of available efficiencies.

Monthly Retainers are due on or before the 5th of each month.

This is when we begin to work on your business activity.

We close the books on or about the 25th of each following month, unless you have an alternate date.

Financial Statements can be customized to report on Key Performance Indicators or other factors as desired.

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Follow-up

Usually after the first month's books are closed, our Principal Accountant will schedule a meeting to review your financials, obtain additional information and chat about any added service needs you may have.
A maintenance bookkeeper a Newportify member (fully vetted by our Principal, not outsourced) will be assigned to record activity to your books, reconcile and produce reports.
Our Principal Accountant will continue to oversee the month closing, double-checking the work and analyzing your financial statements before uploading them to your Client Portal for your review and use.
Referrals to trusted & vetted business partners for Tax Preparation or high-volume Payroll processing providers, for seamless flow of your data in formats that are standardized.

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