Call +234-815-403-0333 or email getstarted@potensexperts.com  to discuss your needs

Potens Experts will send a Non-Disclosure Agreement (NDA) to review accounting data

Send a copy of your accounting file to Potens Experts for analysis

Schedule a discovery call with our Consultants and Implementation team for the file analysis and to discuss your expectations.

Potens Experts will send you the scope of work and agreement after the discovery call.

Review any questions or concerns with you.

You'll scan and email the signed agreement back to us.

Pre-Getting Started conference call

Internal prep meeting with Potens Experts’ Consultants, Implementation Specialist and Full-Charge Bookkeeper

Join Potens Experts on the Getting Started conference call

Discuss roles and communications

Discuss details on Accounts Payable process

Discuss details on Accounts Receivable process

Discuss details on Payroll processing

Start creation of Client Procedures Manual (CPM)

Set up conference call schedule with Implementation team

Start processing daily work.

For access to your bookkeeping files on 24/7 availability

For access to payroll accounts

To clean up chart of accounts

To clean up balance sheet accounts

For invoicing schedule and processes

If Needed:

Set up payroll

Perform back work on previous months

Internal closing and books are closed

Financial statements are sent to client

Implement Potens’ financial dashboard