Welcome to the KSA family!
We are SO excited to start working with you! You've made the right decision, and we've got your back every step of the way.
As we work through onboarding, we want you to remember a few key things:
- No "dumb" questions. Our goal is to empower and educate you to become the best business owner you can be
- Judgement-free zone. Be open about your weaknesses so we can better serve you. The more information we have, the better we can do our job
- We got you. We're looking forward to working with you and lightening your workload.
Watch this first!
quick nav:
Step 1: QuickBooks Online Access
QBO Account
QBO Account:
We need access to your QuickBooks Online account as your Accountant so we can set up, maintain, and accurately manage your books. This access allows us to apply our strategic framework, reconcile your accounts, and ensure your financial reports are always accurate and ready for you to review.
You do not currently have access to QBO
If you do not currently have access to QBO:
We’ll handle setting up your QuickBooks file from start to finish, using our strategic framework to create reports that are clear, meaningful, and easy for you to understand. This ensures your income statement and balance sheet are built to support smart business decisions—no action needed from you.
What You Need to Do:
- Add us as your Accountant (not a regular user) in QuickBooks
- Use email: danielle@kickstartaccountinginc.com
- First Name: Kickstart
- Last Name: Accounting
- Here is an article with step-by-step instructions on adding an Accountant
Important Note: Invites sent between 5PM EST Friday and 8AM EST Monday may not be accepted and will need to be resent.
Step 2: Bank Access
Bank Access:
We request secure, view-only bank access so we can gather your statements and transaction data without needing to interrupt you for codes each time. This allows us to work efficiently, keep your books up-to-date, and ensure nothing is missed. If you prefer not to provide access, we’ll simply need you to send statements regularly so we can continue managing your financials accurately.
What You Need to Do:
- Most business banks offer secure 3rd party access
- Create a user for us with email: codes@kickstartaccountinginc.com
- Please notify your Onboarding Specialist immediately when you send the invite
Alternative Method: If you prefer not to provide login access, you'll need to upload statements regularly
Step 3: POS & CRM Systems
POS Systems
POS Systems:
We request access to your point-of-sale or CRM systems (like Square, Stripe, Shopify, Dubsado, or HoneyBook) so we can ensure all sales and customer data is accurately recorded in your books. This connection helps us reconcile transactions, save you time, and give you a complete, accurate picture of your business’s performance.
PayPal & Venmo
PayPal & Venmo:
We request access to PayPal and Venmo so we can ensure all transactions flow accurately into QuickBooks and your financial statements. These platforms often hold key income and expense data that can easily be missed if not connected, leading to incomplete books and inaccurate reporting. By linking them, we can reconcile accounts properly, save you time, and give you a full, accurate picture of your business’s performance.
What You Need to Do:
- Connect ancillary systems like Point of Sale (POS) or Customer Relationship Management (CRM)
- For most systems (Square, Shopify, Dubsado, HoneyBook): invite codes@kickstartaccountinginc.com
- For Stripe users only: use onboarding@kickstartaccountinginc.com
- Please notify your Onboarding Specialist immediately when you send invites
Step 4: Payroll Access
Payroll:
We need access to your payroll system so we can accurately record payroll in your books, including gross wages, taxes, and separating officer salary from team salary. Even though we won’t process payroll for you, this access ensures your financials are correct and complete.
What You Need to Do:
- We need access to ensure payroll is properly recorded (we're not processing payroll for you)
- Gusto users: Add us as Accountant with admin@kickstartaccountinginc.com
- ADP, Paychex, or other providers: Set up admin access with codes@kickstartaccountinginc.com
- Please notify your Onboarding Specialist immediately when you send the invite
Step 5: Learn Your Secure Portal
Use Your Secure Portal To:
- Manage all onboarding tasks
- Upload documents securely
- Message the Onboarding Team directly
- Track your progress
What's Next?
Once we have your access set up, our team gets to work behind the scenes applying our strategic framework to your QuickBooks file.
We’ll bring your transactions current, reconcile accounts, and structure your reports so you can clearly understand and use your numbers to guide business decisions.
Each month, you’ll receive financial statements and a simple, high-level Snapshot to keep you informed and in control.
Need help?
Remember: We're here for you every step of the way!
Use your Client Portal
to message the onboarding team
Email us directly at
onboarding@kickstartaccountinginc.com
The Big Picture
Once you're fully onboarded, managing your bookkeeping will be completely off your plate. You'll be able to step back and analyze your numbers like the CEO and business owner you are.
Welcome to our community - let's get started!
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