If you’ve already had a Discovery or Solution Call with us—great! You’re probably wondering what happens next. Or maybe you’re just checking out how we work before jumping in. Either way, this post is for you.
The Kick-Off Call is where we shift from talking about your business to actually diving in and getting things rolling. It’s our chance to officially welcome you, get aligned on next steps, and make sure everything’s set up for a smooth start.
We’ll walk you through what the Kick-Off Call includes, how we keep it simple, and why it’s such an important part of getting started with Level Accounting.
What’s the Purpose of the Kick-Off Call?
At this point in the process, we’ve already learned the basics of your business. Now, it’s about diving deeper—getting truly familiar with your operations so we can support you from day one.
This call allows us to set up key tools and lay the foundation for a smooth, successful, and long-lasting relationship.
Who Will I Be Talking to on the Call?
Great question! You’ll be meeting your dedicated onboarding specialist, who will be your main point of contact moving forward.
Your onboarding specialist will ensure a smooth transition and give you a warm welcome to our firm.
What Do I Need to Prepare Before the Call?
As previously discussed, it’s important to allow access to requested accounts before the call in order to to help us hit the ground running, it’s also helpful to gather a few key documents ahead of time and upload them securely through our client portal. While the exact list may vary depending on your situation, here’s a common checklist to use as a guide:
- Copies of driver’s licenses
- SS-4 – IRS Proof of Tax ID
- Copy of 2024 1099s (if applicable)
- Voided check for fee processing
- 2024 business tax return (once filed)
- Purchase documents for all years we’re handling bookkeeping/taxes
Having these ready beforehand will keep the kick-off call organized and productive setting the stage for success.
What Actually Happens on the Call?
During your onboarding call, we’ll:
- Learn more about your business and your goals
- Review your current systems
- Discuss any pain points or areas of overwhelm
- Confirming we have access to requested accounts
- Review an onboarding timeline specific to your account
How Long Is the Onboarding Call?
The call typically lasts about 30–45 minutes. We respect your time and keep the conversation focused and on track, while still leaving time for any questions about your next steps.
What Happens After the Call?
Once the Kick-Off Call wraps up, you’re officially on your way to stress-free accounting and we’re already getting to work behind the scenes. Here’s what you can expect next:
- We’ll get your account ready for any back work and assign a dedicated team member to handle it.
- Our team will begin setting up everything internally to make sure your systems are running smoothly.
- You’ll receive weekly updates from us, so you always know exactly where things stand.
What If I’m Behind on My Books or Feeling Disorganized?
That’s exactly what we’re here for! And don’t worry—it’s totally normal. Our job is to help you get back on track and grow your business. Just bring what you have, and we’ll take it from there.
Summary
Your kick-off call is just the beginning of a long-lasting, supportive relationship.
We get it—accounting might not be the most exciting part of running a business. That’s why we’re here: to make the process simple, clear, and stress-free.
Have more questions? We’re always happy to answer them!
