We develop an understanding of your business, existing processes, personnel involved, current pain points, and what you’d like to achieve.
We discuss and ultimately agree on what services you think you need and what we think makes sense for you, how the work will get done, and who will do what. We establish mutual expectations and discuss pricing as well as timing.
We collect logins to existing platforms. The setup and transition is handled by a designated onboarding specialist who works on your first month’s activity (or catch-up work) under the system designed for your business. Questions and answers occur throughout the period.
We deliver our first financial management report to you after the first month’s activity (or catch-up work) is completed, discuss areas for improvement and pain points that we identified during the onboarding process, strategize based on findings and suggestions, and move forward.
Your existing onboarding bookkeeper continues to work with you or a new and dedicated bookkeeper is assigned to your business. They will maintain your financial matters going forward and will be your main point of contact.