Getting Started with Ledger Labs

Well Researched & thought out onboarding practices to ensure smooth transition to world class accounting & bookkeeping services.

DATA SECURITY

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Remote Focussed Technology

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Documented Processes

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Regular Updates/Communication

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Dedicated Success Managers

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100% Takeover on Day One

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GETTING STARTED

Ledger Labs has well-developed process built on the experience of 15 years in accounting. We have a process for everything, from service demos, file reviews, and proposal creation processes to implementation/onboarding and determining the appropriate technology integrations for your needs.

 

START-UP PROCESS – MEET OUR IMPLEMENTATION TEAM

Every new client begins their journey with our Implementation Team. A product of 15 years of finely honed experience and development, our Implementation Team is peerless in their abilities and the best in the industry. Meet them here:

Step 1
Step 1

DEMONSTRATION:

  • Complete the form on this page, call 1-000-000-0000, or email [email protected] to discuss your needs with the Ledgerlabs and setup a demo of our services
  • A member of our team will do a demo of our services for you
  • We will send a Non-Disclosure Agreement (NDA) prior to reviewing your accounting data
  • You will send a copy of your accounting file to ledgerlabs for analysis
Step 2
Step 2

DISCOVERY

  • We will schedule a file review with a dedicated CPA and file analyst to analysis your accounting and discuss your expectations and preferences.
  • We prepare and present up to three tiers of service options in a proposal for your review.
  • You review your proposal for questions or adjustments.
  • You select your service tier and accept the agreement.
Step 3
Step 3

INTERNAL PREPARATION:

  • Our team gets to work setting up your file and preparing for your arrival!
  • Our Implementation Manager reaches out to set up your initial getting started call.
Step 4
Step 4

GETTING STARTED:

  • Join your new AccountingDepartment.com Implementation on the Getting Started conference call (1-3 hours)
  • Discuss roles and 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 with your Implementation team.
Step 5
Step 5

PROCESSING:

  • Start processing daily work
Step 6
Step 6

SYSTEM SET UP:

  • For access to AccountingDepartment.com servers for 24/7 availability to bookkeeping files
  • For online access to bank accounts
  • For online access to all credit cards
  • For access to payroll accounts
  • To clean up chart of accounts
  • To clean up balance sheet accounts
  • For invoicing schedule and 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
Step 7

IMPLEMENTATION:

  • Internal closing and books are closed
  • Financial statements are sent to client
  • Implement financial dashboard

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Demo 5

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Demo 4

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Demo 3

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Demo 2

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Demo 1

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Get your finances sorted

Get An Industry Specific Custom Proposal & Consultation

Schedule a Consultation with our Co-Founder Gaurev Jane. You’ll see the performance metrics you should be tracking and get an expert opinion on what you should do next.

 

Always Included: 

  • Expert, Outside Perspective on Your Goals & Position

  • A Roadmap to a Thriving Organization

  • Estimated Price Range 

Never Included:

  • High-Pressure Sales

  • Endless Followup

  • Generic “Financial-Speak”

 

 

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Call For a Free Quote

(844)-300-0137

Or Send a Message

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What They’re Saying

Customer Testimonials

It was such a pleasure to work with Gaurev & team! He brought our business to a new, more mature level now that we have our books set up. What I really liked about working with Gaurev were his patience and willingness to educate us along the way. In doing that he opened the door for us to have a stronger business and clearer picture of where the business’ finances stood.

John Farrell

Owner, Dacasso, Inc.

Excellent communication. Helpful. Understands how to work around clunky systems. My business & finance systems were in a mess. Honestly, I hated it. But Deskerra went above and beyond to help me straighten it out. Now i see my finances much better with their monthly reporting & my tax season headache has also vanished. Thank you for your patience and kindness. It really means a lot.

Delicia Ivins

Owner, Mission Marketing

Very few people are passionate about what they are doing & gaurev & his team are exactly that. Our previous accounting firm used to handle our bookkeeping & taxes, but i rarely saw them excited to talk. Gaurev, is always willing and excited to talk with us. He is always putting new ideas about how we can improvize our systems and our business. It feels like he is one of our business partner. We are very grateful to have found gaurev.

Jack Wu

CEO, Silicon Valley Ventures

technologically advanced accounting firm

Technology Partners

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Our Thought Leadership

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FAQs

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Still have Questions?

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Whatsapp

+1 530-232-5435

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Phone

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