DFY: From Kickoff to Handoff
How Done-For-You Works: Behind the Scenes
Done-for-you should feel calm and structured. Here’s what happens after you say yes.
Phase 1: Scope and setup
Kickoff: We confirm the outcomes, deliverables, and timeline.
Access and intake: Securely share logins, prior returns, payroll reports, vendor lists, and any open items.
Plan: You get a simple project board with milestones and due dates.
Phase 2: Data gathering and cleanup
Books: Import bank feeds, reconcile, label historical transactions, attach documents.
People ops: Build roles, onboarding packets, W-4 and I-9 flows, time tracking, PTO policies.
Tax: Pull prior year filings, verify estimated payments, set up reminders, map chart of accounts to return lines.
You see progress in plain language. No technical maze.
Phase 3: Build and test
System configuration: QuickBooks lists, classes, and rules. iSolved pay groups and benefits plans.
Templates and SOPs: Checklists, intake forms, and step-by-step guides your team can follow.
Quality checks: Tie-outs, variance checks, and small sample tests before anything goes live.
Phase 4: Delivery and sign-off
Review call: We walk through what changed, what to watch, and how to use your reports.
Approvals: You sign off on the work or request adjustments.
Documentation: You receive a digital copies and a client folder with SOPs, logins list, and key reports.
Phase 5: Aftercare
Support window: Quick fixes and questions as you start using the new setup.
Optional ongoing care: Monthly bookkeeping, payroll processing, quarterlies, and mid-year or year-end checkups.
What we need from you to keep projects smooth
A single point of contact
Access delivered on time
Quick answers to short questions
How we communicate
Weekly or biweekly updates based on scope
Clear escalation paths to prevent delays in deliverables
What success looks like
Clean books that tie to the bank
Payroll and HR flows that match your real world
A tax plan you can actually follow
Reports that help you make decisions
Done-for-you is not just delivery. It is delivery plus clarity so you can run your business with confidence.
