Our Bookkeeping Process, Explained
At Peach BPO, our mission is to provide world-class bookkeeping through a white-glove approach that respects every nuance of your business. We help small and medium-sized businesses gain clarity, confidence, and control.
Bookkeeping works best when the process behind it is strong — and ours is built around three pillars: our innovative system, expert service, and ongoing pursuit of certification.
Service
We hire bookkeepers skilled in our unique systems and processes, and provide ongoing training to keep their expertise sharp.
Supported by a dedicated team, they ensure your books are accurate, reliable, and aligned with your business’s needs.
System
Our custom-built tools and workflows enhance accuracy, detail, and efficiency.
They augment our team’s work, giving you financial records you can trust. No other company offers what we do.
Certification
We are on the path to ISO certification, demonstrating that our processes are consistently followed and aligned with internationally recognized quality standards.
We also refine and enhance our workflows regularly to ensure we deliver reliable service that evolves with client needs and industry best practices.
From day one, we guide your business through a smooth setup that establishes a structured, reliable bookkeeping foundation.
Our approach is tailored to your goals, operations, and the level of detail your business requires. Quite simply, we build a process that works for you and make sure it’s ready for what’s next.
The Peach Bookkeeping Process
How does it work?
The Peach bookkeeping process delivers accuracy, clarity, and actionable insights, from setup to ongoing management.
Every step is designed to keep your financial data reliable and ready for decision-making. From initial account setup and cleanup to regular reporting and review, our process moves efficiently while keeping every detail in focus.
Here’s how we take your books from uncertainty to performance-grade clarity.
Peach BPO starts with a comprehensive, no-cost diagnostic to evaluate your current accounting setup, workflows, and system integrations.
This includes:
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Requesting direct access to accounting systems and other relevant tools
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Assessing the health of records, including historical transactions and reconciliations
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Listing all bank accounts, loans, and financial instruments
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Highlighting potential barriers or technical limitations that may affect service delivery
The insights guide your scope of services, timeline, and proposal.
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After the diagnostic review in the bookkeeping process, Peach BPO prepares a tailored proposal that translates the findings into a structured plan of engagement.
The proposal clearly outlines:
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Scope of services – Which bookkeeping and support functions we will manage
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Deliverables — Expected outputs, such as monthly reconciliations, financial reports, AP/AR summaries, or custom reports
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Pricing structure – Transparent cost breakdown aligned with scope and complexity
Once approved, the service agreement is signed, establishing a clear understanding of scope, timelines, and billing.
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Peach BPO starts the bookkeeping onboarding process by scheduling the kickoff meeting as soon as possible, usually within four days of signing unless a different timeline is agreed.
During this session, you’ll meet the Peach team to align expectations, review reporting needs, goals, and challenges, and provide systems access promptly so we can begin the setup process efficiently.
During the kickoff, we:
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Define Success – Ask targeted questions to understand your goals for bookkeeping, reporting, and overall business support, so our work is aligned with what matters most to you.
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Confirm Access & Credentials – Ensure all necessary logins and permissions are in place for a smooth workflow.
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Review Scope & Reporting – Clarify the services outlined in your agreement, review deliverables, and discuss any additional needs.
We hold weekly check-ins for the first 4–6 weeks, then shift to bi-weekly once workflows stabilize.
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After the kickoff, we build a bookkeeping structure tailored to your business:
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Cleanup and Enrichment: Our team meticulously reviews and organizes your existing records, ensuring every client, vendor, and transaction is accurate, complete, and ready for use.
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Systems & Tools Setup: We configure our custom Peach tools or develop new ones if needed to fully support your specific engagement. Each tool is designed to meet the following criteria:
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Consistent & Repeatable
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Detailed & Granular
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Accurate & Error-Resistant
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Transparent & Verifiable
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Monitored & Tracked
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Informative for Users
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Efficient & Streamlined
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Timely & Up-to-Date
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This step is very critical and takes time, especially when new systems need to be integrated or custom tools built. Every element is made accurate, traceable, and ready for ongoing service.
These foundations set the stage for reliable, performance-grade reporting.
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Once we’re able to produce preliminary financial reports, we’ll set up a meeting to review them with you.
This step ensures:
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Numbers are clear and actionable – Presented in a way that aligns with your business needs.
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Feedback is captured for refinement – We confirm our understanding and make adjustments to formats, detail, or schedules based on your input.
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Standard reporting package finalized – Once refined, these reports become your ongoing reporting template, providing reliable insights from day one as we transition into ongoing bookkeeping.
From here, reports are delivered consistently, usually within 10 business days of each closing period, and we review them with you regularly so you always know where your business stands.
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Our Performance-Grade Accounting and Bookkeeping Services
Curious how high-performing businesses keep their books accurate and actionable? Explore the services that make it possible.
Every transaction recorded, categorized, and reconciled, so your books always reflect the true state of your business.
Stay on top of bills, vendor relationships, and approvals efficiently, avoiding delays or errors.
Accelerate collections and gain better visibility into cash flow, keeping your business financially agile.
What Businesses Across the US Think About Our Bookkeeping Process
From startups to established companies, business owners trust Peach BPO to make bookkeeping smarter, more accurate, and scalable.
Here’s how our Peach bookkeeping process helped them grow.
Jackson L.
★★★★★
Such a great company! Truly white glove service and they are so knowledgeable and agile able to build out systems and reports to help a new business owner like myself truly understand what is going on in the business. They have taken so much off my plate and I am more aware of what is going on in my business than I would be if I tried to do it myself. Michael and his team are truly incredible!
Brock T.
★★★★★
Peach BPO really cares about their customers and takes the time to get to know them, appreciate you setting things up the custom way for folks Like me!
James K.
★★★★★
I owned a restaurant for 7 years and have used Peach BPO for my accounting. I highly recommend them for any franchise owner because of how easy it was to keep track of things and keep up with the books especially for a single owner store. The simplicity of using a company like this was one of the best qualities. All I had to do was upload invoices and other things into drop box and they would file in quick books which I could access at anytime if I had to go back to look at things. The communication with Micheal and his team was very responsive. The reporting for the franchise and for taxes was really nice as well since they prepared everything for me so super simple stay up to date and ready for all of those deadlines. They would answer phone calls and emails in a very timely matter which have me more time to focus on operating the business on a day to day basis. I would highly recommend Peach BPO for anyone opening up a franchise business.
Take Better Control of Your Finances with a Smarter Bookkeeping and Accounting Process
Accurate, up-to-date books make decisions easier, cash flow clearer, and planning smarter. Peach’s world-class bookkeeping process gives you confidence and clarity you need.