Getting Started with Kounted
Onboarding with Kounted is designed to be straightforward. Here is what to expect from the moment you sign up.
Step 1 — Discovery Call (Day 1)
We start with a 30-minute call to understand your business structure, current accounting situation, and the services you need. This helps us assign the right team and configure the right tools from day one.
Step 2 — Engagement Letter & Agreement (Days 1–2)
You will receive a digital engagement letter outlining the scope of work, fees, and timelines. Once signed, your account is activated.
Step 3 — Data Collection (Days 2–5)
Your dedicated account manager will request access to your existing records:
- Prior financial statements or bookkeeping files
- Bank account read-only access (via bank feed or statements)
- Trade licence and company documents
- FTA/EmaraTax credentials (for tax clients)
- MOHRE E-Channel and WPS details (for payroll clients)
Step 4 — System Setup (Days 3–7)
We configure Xero (our primary accounting platform) with your chart of accounts, opening balances, and connected bank feeds. You receive read-only access so you can view your books at any time.
Step 5 — Kick-Off & Handover (Day 7–10)
A brief handover call walks you through your live dashboard, how to submit documents, and what to expect in terms of reporting cadence.
What Happens After Onboarding?
- Monthly bookkeeping clients receive a management pack within 10 business days of each month-end
- Payroll clients receive WPS payroll files by the 25th of each month
- Tax clients are contacted in advance of each filing deadline
Questions During Onboarding?
Your account manager is available via email and WhatsApp throughout the process. Most clients are fully live within 7–10 business days of signing.