How it works
Three steps to books you can trust.
Getting started is simple on purpose. A real conversation, a careful setup and a monthly rhythm you can count on.
Connect with a dedicated account manager
Meet the person who will know your business. Once they understand your needs, we take over the bookkeeping and back-office work.
Integrate and review your data
We work directly in your chosen software, which removes repetitive and tedious file transfers, and we review where your books stand today.
Launch and reach ZEN within 3 days
From launch, you receive detailed monthly reports with insight you can use. Your books stay current from then on.
Your monthly rhythm
What happens every month.
Every day
Transactions are recorded and categorized as they happen.
Every week
Bank and card activity is reconciled, and open questions come to you in one place.
Month-end
We run the close checklist and review the numbers before they reach you.
Reporting
Your financial package arrives on schedule, with a walk-through when you want one.
Questions
Getting started FAQ
What do I need to get started with AccountZen?
A conversation and access to your accounting software. No financial documents are needed before the first call.
How long does onboarding take?
Most clients launch within three days of their first call. Larger cleanups or multi-entity setups are scoped and scheduled before work begins.
Will I have one point of contact?
Yes. Every client works with a dedicated account manager who knows the business and coordinates the team behind it.
Ready when you are.
Most clients launch within three days of their first call.