Getting Started
Steps
Step 1
- Call 1-888-858-9919 or email info@OSIBusinessServices.com to discuss your needs with the OSI Managing Director of Sales & Marketing
- OSI will send a Non-Disclosure Agreement (NDA)
- Send a copy of your accounting file to OSI for analysis.
Step 2
- Schedule a discovery conference call with our CPA and sales person to discuss the file analysis and the client needs and expectations.
- OSI will send scope of work and agreement after discovery call.
- Client will scan or fax signed agreement to OSI.
Step 3
- Pre Getting Started Conference Call
- Internal Prep Meeting with OSI Controller, OSI Client Implementation Specialist, OSI Full Charge Bookkeeper
Step 4
- Receive a free scanner in the mail.
- OSI will have the Getting Started Conference Call (1-3 hours)
- Discuss roles & communications
- Discuss details on Accounts Payable process
- Discuss details on Accounts Receivable process
- Discuss details on Payroll processing
- Start creation of client procedures manual (CPM)
- Set up conference call schedule
Step 5
- Start processing daily work
Step 6
- To set up access to OSI servers for 24/7 availability to file
- To set up the scanner
- To set up online access to bank accounts
- To set up online access to all credit cards
- To set up access to payroll accounts
- To clean up chart of accounts
- To clean up balance sheet accounts
- To set up Invoicing Schedule/Processes
If Needed- Set up QB merchant service account
- Set up QB POS system
- Set up ACH account
- Set up payroll
- Perform back work on previous months
Step 7
- Internal Closing and Books are closed
- Financial Statements are sent to client
- Implement Financial Dashboard
