Business Accounting Process
Structured business accounting process for Arizona service-based companies, including a prepaid Diagnostic Review, strategic consultation, phased reconstruction, and ongoing GAAP-aligned financial oversight.
A Structured, Professional Accounting Framework
Independent Accounting Services, LLC works with Arizona service-based companies that require reliable financial reporting and structured oversight.
Our engagement model is clearly defined and executed through secure systems to protect reporting integrity from day one.
Our Process
STEP 1. Business Consultation
We begin with a focused consultation to evaluate your current reporting structure, operational complexity, and financial oversight needs. This determines whether a Diagnostic Review is appropriate.
STEP 2. Diagnostic Review Engagement
You receive a written engagement outlining scope, pricing, timeline, and deliverables for a prepaid Accounting Diagnostic Review. This ensures expectations and responsibilities are formally established before work begins.
STEP 3. Payment Confirmation & Diagnostic Review
The Accounting Diagnostic Review is prepaid. Engagement begins upon receipt of payment.
The Diagnostic Review is a limited-scope, time-defined assessment of the condition of your accounting records and financial reporting. It is not an audit, review, or assurance engagement. Its purpose is to evaluate the status of the accounting information and outline recommended next steps.
STEP 4. Strategic Review & Recommendations
Following delivery of the Diagnostic Review Report, we meet for a Strategic Consultation to review findings, identify gaps, and recommend next steps. If reconstruction, stabilization, or ongoing oversight is appropriate, recommended service options are discussed.
STEP 5. Ongoing Engagement Terms
If you elect to proceed, a formal proposal or engagement letter is issued outlining the scope, pricing, and service timeline. Engagement begins only after terms are formally accepted and the required prepayment is received—50% for approved special projects and 100% of monthly accounting fees paid in advance.
STEP 6. Secure Onboaring
Upon confirmation of required prepayment, onboarding begins with secure access to your accounting systems to ensure continuity, data integrity, and confidentiality. Access to QuickBooks Online is granted by invitation; access to QuickBooks Desktop is coordinated through the client or a designated IT contact.
STEP 7. Service Delivery & Oversight
Services are delivered through our secure client portal in accordance with your approved engagement scope. Work may be structured in defined phases, including financial reconstruction and stabilization of prior fiscal years, followed by ongoing monthly accounting oversight and controller-level support. Financial reporting follows a defined service schedule.
What You Can Expect
Ready to Move Forward?
Our engagement model is designed to create clarity, accountability, and predictable communication.
Request a business consultation to confirm alignment and discuss your accounting needs.
- Clearly defined engagement scope
- Disciplined month-end reconciliation processes
- GAAP-aligned financial reporting
- Structured communication and scheduled reporting
- Remote, bilingual service (English & Spanish)
- Strict confidentiality and data protection
All services are provided on a prepaid basis in accordance with your signed engagement agreement.
Built for Businesses That Require Reliability
Our business accounting process is designed for companies that require dependable financial reporting and structured oversight. Clear engagement terms, disciplined execution, and defined reporting schedules create the operational stability necessary for confident leadership and informed decision-making.