Cardinal BPO

Our Process

Ready to explore virtual accounting? Our Discovery Call is a free video chat where we can get to know each other and see if our virtual accounting team is the perfect match for your company. We’ll answer any questions you have about our team members and their expertise. Our goal is to make you feel comfortable and confident about working with a virtual team, so you can make an informed decision.

Ready to work with a top-notch virtual accountant? Once you decide to move forward, we’ll schedule a video interview where you can meet some of our pre-selected candidates. Don’t worry, we do the hard work for you – we only recruit the best (the top 1%!) and handle all the background checks and skills assessments. This ensures you get to choose the perfect virtual accountant for your accounting needs.

Let’s get started! Once you’ve chosen your virtual accountant, we’ll work together to ensure a smooth onboarding process. We’ll connect with your IT team to understand any software access or system requirements your new team member might need. We’ll also discuss options for communication, such as a dedicated virtual phone number for you to reach them directly. Our goal is to customize the experience to fit your preferences and ensure a successful working relationship.

Once we’ve ironed out the details, it’s go-time! After discussing all the technical aspects with your IT team, like software access and system requirements, and ensuring your payment is confirmed, we’ll work with you to schedule your virtual accountant’s start date. This flexibility allows you to choose a time that works best for your workflow and ensures a smooth transition for everyone involved. In the meantime, we can provide you with additional resources or answer any lingering questions you might have.

Unlock Cost-Effective Excellence Today

Lower fees, higher growth with Cardinal BPO’s virtual accountants.