Process

Get Started with 3 Easy Steps!

With Accountzen, getting started is quite easy.

Step 1

Connect with a Dedicated Account Manager

Connect with your dedicated account expert to onboard your business. After we learn the basics, we can handle your books and back-office needs while you focus on growing your business

Step 2

Integrate and Review Data

We seamlessly integrate with your chosen software program, eliminating repetitive and tedious file transfers

Step 3

Launch & Reach ZEN within 3 days of calling us

Detailed reports at the end of every month paired with our insight leads to your ZEN!