Summary

FAQs

• What is Cloud Accounting System Implementation & Workflow Design?

  This is a project-based engagement focused on implementing a cloud accounting system and designing the financial workflows that support accurate reporting, compliance, and day-to-day operations. It goes beyond software setup to address how financial information flows across the organization.

• Is this service only for organizations moving from Desktop to the cloud?

  No. This service is also designed for organizations already using cloud accounting tools but not using them effectively. This includes environments with manual workarounds, paper-based processes, or underutilized system features.

• Does this service include ongoing bookkeeping?

  No. This is a project-based implementation service. Ongoing bookkeeping and payroll support are provided separately under Monthly Bookkeeping & Payroll – Ongoing Finance Support.

• Is data migration included?

  Data migration or transition support may be included where applicable, based on the agreed scope. The extent of historical data migrated is defined as part of the project planning.

• Do you recommend or sell specific accounting software?

  Software recommendations may be discussed as part of the implementation planning, but this service is not tied to the sale of any specific software or subscriptions.

• Is historical cleanup included in this service?

  No. Historical cleanup or catch-up work is not included unless explicitly scoped as part of the project. If cleanup is required, it is addressed separately under Cleanup & Catch-Up Bookkeeping.

• How long does the implementation take?

  The estimated timeline for this engagement is approximately 6 weeks, depending on system complexity, data migration requirements, workflow scope, and client responsiveness.

• Is this service suitable for organizations managing their bookkeeping internally?

  Yes. Many organizations engage this service to modernize their systems and workflows while continuing to manage their bookkeeping internally after implementation.

• What happens once the implementation is complete?

  Upon completion, the organization operates within a properly implemented cloud accounting system with documented workflows. Organizations may continue managing their books internally, work with another service provider, or transition into ongoing Monthly Bookkeeping & Payroll – Ongoing Finance Support.

• Is this service required before starting monthly services with you?

  If an organization is not operating within a suitable cloud-based accounting environment, this implementation service may be required before onboarding into monthly services.

• How is pricing determined?

  Pricing is fixed-fee and confirmed based on system complexity, data migration requirements, workflow design needs, and team onboarding scope. This service is not billed hourly.

• How is my data handled and kept secure?

  All client information is handled confidentially and accessed only for the purpose of completing the project. Secure access methods and best practices are used throughout the engagement.