What to Expect During Your First Month with an Outsourced Accountant

Introduction: You're Finally Handing Over the Books — Now What?

You’ve made the decision to stop doing it all yourself. You’ve hired an outsourced accountant for your Oklahoma business. Now what?

At Boulanger CPA, new clients often tell us:

“I know I needed help — but I didn’t know what this would look like.”

The truth is, a great outsourced accountant will do more than reconcile your bank account. In your first 30 days, you should see clarity, confidence, and a better understanding of where your business stands financially.



In this guide, we’ll walk you through exactly what to expect from Day 1 to Day 30 — and how to make sure your accountant delivers.

Week 1: Kickoff and Onboarding

Your first week is all about setting up systems and expectations. Here's what should happen:



1. Discovery Call

• Review your business model
  
  
• Discuss pain points and goals
  
  
• Evaluate your current books
  
  
• Identify problem areas (uncategorized transactions, unreconciled accounts, overdue filings)
  
  

2. System Access Setup

You’ll be asked to share access to:

• QuickBooks Online (or other software)
  
  
• Bank and credit card logins (view-only or via secure link)
  
  
• Payroll platforms (like iSolved, Gusto, or ADP)
  
  
• Sales tax portals (OKTAP)
  
  
• Prior tax returns or financial statements
  
  

3. File Sharing System Established

At Boulanger CPA, we use secure cloud storage with structured folders for:

• Monthly financials
  
  
• Source documents
  
  
• Tax forms
  
  
• Payroll records
  
  

Week 2: Data Cleanup and Assessment

Now the real work begins.

Bookkeeping Review

We’ll go through the past few months (or more) and look for:

• Misclassified transactions
  
  
• Unreconciled bank accounts
  
  
• Duplicate or missing entries
  
  
• Suspense accounts or uncategorized items
  
  

Cleanup Work

If you have messy books, we’ll:

• Fix account mapping
  
  
• Reconcile all accounts
  
  
• Clear out “ask my accountant” balances
  
  
• Separate personal and business expenses
  
  
• Identify any missing documents
  
  

Most Oklahoma clients need cleanup for 3–12 months of records.

Week 3: Financial Reporting and First Deliverables

This is when you start to see the results of outsourcing.

 Monthly Financials

You’ll receive:

• Profit & Loss Statement
  
  
• Balance Sheet
  
  
• Cash Flow Statement
  
  
• CPA commentary or notes
  
  

We’ll also flag any red flags we find — like negative margins, overdue taxes, or excessive expenses.

🧠Strategy Review (Optional)

Some clients book a 15–30 min check-in to discuss:



• Cash flow planning
  
  
• Tax projections
  
  
• Pricing or payroll issues
  
  
• Owner compensation
  
  

Week 4: Planning and Integration

Once we’ve cleaned up the past and delivered the first set of reports, we turn our focus forward.

Ongoing Monthly Schedule

We’ll confirm your monthly process:

• Bank feeds update
  
  
• Transactions categorized weekly
  
  
• CPA review by the 10th of the following month
  
  
• Financial reports delivered electronically
  
  
• Any tax payments or filings handled proactively
  
  

Communication Channels

You’ll know:

• Who to contact with questions
  
  
• How to request reports
  
  
• What to expect every month
  

What Makes Boulanger CPA’s First Month Different?

We’re not just reconciling your accounts — we’re building a financial system you can trust.

Here’s what sets us apart for Oklahoma business owners:

• CPA-led onboarding (not passed to junior staff)
  
  
• No hourly surprises — flat monthly pricing
  
  
• Full visibility — you keep ownership of all systems
  
  
• Local expertise — we handle OKTAP, OTC, and OESC requirements
  
  
• Tax planning starts early — not just at year-end
  

Warning Signs You Chose the Wrong Outsourced Firm

If you’ve already outsourced accounting and this doesn’t sound like your experience, you might need a change.

Watch out for:

• Vague or no communication
  
  
• Delays getting access to your books
  
  
• Lack of tax planning
  
  
• No CPA review
  
  
• Only hearing from your “accountant” in March
  

Your Books Should Feel Like a Business Asset

After your first 30 days with a real outsourced accountant, you should feel:

• Relief that it’s off your plate
  
  
• Confidence in the numbers
  
  
• Clarity on what’s next
  
  
• Support from someone who understands your goals
  

Ready to Get Started?

We’ve helped dozens of Oklahoma business owners transition from DIY, part-time bookkeepers, or ghosted accounting firms — into clean, powerful, CPA-managed financial systems.

📞 Call Boulanger CPA at (405) 384-4900
📅 Or schedule your free strategy session today.

Internal Links

• Monthly Accounting Packages – What’s Included and What It Should Cost in OKC
  
  
• DIY Bookkeeping Red Flags – When It’s Time to Hire a CPA in Oklahoma
  
  
• Bookkeeping vs. Accounting – What Oklahoma City Business Owners Really Need
  
  
• How Clean Books Prevent IRS Trouble (And Help You Sleep at Night)

FAQ – Outsourced Accounting in Oklahoma