---
title: "From first call to first close"
description: "From discovery call to first close: access setup, chart-of-accounts review, dedicated team assignment and weekly reporting. See the four steps."
url: https://ledgerbpo.com/how-it-works/
updated: 2026-09-11
publisher: LedgerBPO (SS Support Network LLC)
language: en-US
---

# From first call to first close

How outsourced bookkeeping works at LedgerBPO: a 20-minute discovery call, accountant access to your software and read-only bank feeds, a chart-of-accounts review and cut-over date agreed within 48 to 72 hours, then a named accountant, backup and team lead run posting, reconciliation, billing and close on a fixed calendar you can see in the LedgerDesk portal.

- Named accountant plus backup
- Two-Tier Review
- Your software
- Weekly notes

Updated September 2026

[Get a custom quote](https://ledgerbpo.com/get-a-quote/)[Book a 20-minute call](https://ledgerbpo.com/book-a-call/)
## Four steps from first call to first close

1. ### Discovery call
Twenty minutes on entities, software, volumes, what hurts and what the books are for. You get a custom quote within 1 business day.
2. ### Access and cut-over plan
Accountant role in your software, read-only bank feeds where available, chart-of-accounts review, and a first-close plan agreed within 48 to 72 hours of signing.
3. ### Dedicated team starts
A named accountant or billing agent, a trained backup and a team lead take over. The first month runs in parallel with a reconciliation of opening balances.
4. ### Weekly notes, monthly close
Every week an open-items list. Every month a close through Two-Tier Review, statements, and a short note on what changed and why.

## Our named processes

Presentation names for real checklists, desks and workflows. None of them is proprietary software; all of them run inside your tools.

### LedgerDesk

The client portal: tasks, close status, documents and reports in one place, with your named team a message away.

### CloseTrack

Our month-end checklist and sign-off log. Every step has an owner and a day; you can see which step the close is on.

### DunningDesk

Reminder cadences, call scripts and a promise-to-pay log for receivables, run under your brand.

### ReconBot

Our payout-matching workflow for Stripe, Shopify, Amazon, PayPal and Square, with an exception log for every unmatched cent.

### BillingLine

The client-branded billing phone, email and chat desk for customer, patient, payer and vendor questions.

### Two-Tier Review

Preparer plus team lead on every close and every file, with review notes logged and counted.

[Five ways to work with us](https://ledgerbpo.com/how-it-works/engagement-models/)

## Frequently asked questions

### How long does onboarding take?

Access, chart-of-accounts review and a cut-over date are usually agreed within 48 to 72 hours of signing. The first full close depends on where the books stand; clean feeds close in the first month, backlogs start with a catch-up project.

### What access do you need?

An accountant or advisor role in your accounting software, read-only bank feeds where your bank supports them, and access to the tools the work touches (payroll, payments, practice management). We never ask for online-banking credentials that can move money.

### How do we communicate?

Through the LedgerDesk portal for tasks and documents, email for the weekly note, and a scheduled call as often as you want. Your named accountant answers during your business hours.

### What if my accountant is off?

The trained backup, who already knows your file, steps in. The team lead stays the same. Nothing waits for someone to come back from leave.

### Can we stop?

Yes, with a month’s notice. Your software, data and bank relationship were always yours, so there is nothing to hand back except our access, which we revoke on the last day.

Next step

## Books closed. Invoices paid. Every month.

Tell us what is going on with your books or billing. You will hear from a named person within 1 business day, with a custom quote and a plan for the first close.

- Reply from a named person within 1 business day
- No setup fee, month-to-month
- Your software, your data, no lock-in

Start with a custom quote

[Get a custom quote](https://ledgerbpo.com/get-a-quote/) [Book a 20-minute call](https://ledgerbpo.com/book-a-call/) Or call [+1-657-777-0006](tel:+16577770006) during US, UK or Australian business hours.

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Source: https://ledgerbpo.com/how-it-works/ · Contact: https://ledgerbpo.com/contact/ · Full site map for agents: https://ledgerbpo.com/llms.txt