File 20 · Migration, upkeep and reporting
A bookkeeping onboarding site the team can run themselves
With bookkeeping onboarding, the site now comes with its own instructions for keeping it. Cover arrangements are a matter of reading a document, not interviewing former staff.
Engagement file
E-commerce bookkeeping practice
Described by type, city and size. The person quoted is named.
Opening balanceSD
Where the practice started
A e-commerce bookkeeping practice in Sioux Falls, South Dakota: 11 staff, one locally managed operation.
- 01
The starting point
An earlier project had delivered a site and then vanished. Every question about updating bookkeeping onboarding content depended on reaching someone who no longer worked on it.
- 02
What it was costing them
When it comes to bookkeeping onboarding, approval routes, update procedures and test steps existed in no written form. When the usual contact was away, the site simply froze.
What we built
The handover includes a page inventory, update instructions, a contact list and a brief check of the route to a records-readiness call with the bookkeeping team. It names an owner and a backup reviewer for onboarding steps and bookkeeping package scope.
Where it lives in the packageSingle Entry
Features used
- 01Page inventory
- 02Maintenance notes
- 03Backup reviewer
- 04Form check instructions
- 05Support contacts
The period25 working days
How long it took
25 working days after content approval, including staff review and handover.
- 01
Day 0
Content approved
The practice signs off the content, and the 25 working days start counting from here.
- 02
The build
Built, then reviewed by the staff
5 pieces of work: page inventory, maintenance notes, backup reviewer, form check instructions, support contacts. The practice's own staff reviewed them before handover.
- 03
Working day 25
Handed over
Staff review and handover are inside the timeline, not added after it.
What changed
Closing balanceUpkeep
With bookkeeping onboarding, the site now comes with its own instructions for keeping it. Cover arrangements are a matter of reading a document, not interviewing former staff.
Launch-day me was grateful for the bookkeeping onboarding pages. Holiday-returning me was grateful for the documentation. The second gratitude lasts longer.
See what this would look like for your practice
A 30-minute walk-through of the site you would get. Plans from $137 a month.
Queries04 answers
Questions about this case
The timeline, the build, the plan and the client.
How long did this project take for the e-commerce bookkeeping practice?
25 working days after content approval, including staff review and handover. The practice: 11 staff, one locally managed operation, in Sioux Falls, South Dakota.
What was built for the e-commerce bookkeeping practice?
The handover includes a page inventory, update instructions, a contact list and a brief check of the route to a records-readiness call with the bookkeeping team. It names an owner and a backup reviewer for onboarding steps and bookkeeping package scope. The features used: page inventory, maintenance notes, backup reviewer, form check instructions, support contacts.
Which plan includes migration, upkeep and reporting work like this?
It is built from a client portal for every request and managed hosting, domain and security, nothing itemized, which come with every plan. Single Entry is $137 a month, and the $797 build fee is invoiced only after launch.
Why is this e-commerce bookkeeping practice not named?
Case studies on this site describe the client by type, city and size rather than by business name. This one is a e-commerce bookkeeping practice in Sioux Falls, South Dakota. Joanna Marlowe, new client coordinator, is named with the quote.
Closing entry
Fix the slowest step in your own intake
Show us the part of your site that costs your team the most time. A 30-minute demo walks through what we would build, with plans from $137 a month and the $797 build fee invoiced only after launch.
Or email hello@getaccountingwebsite.com and a person replies within one working day.