How It Works
From signup to full financial visibility in just 14 days. Our structured onboarding process ensures a smooth transition with zero disruption to your business operations.
14 Days4 PhasesDedicated Team
Your 14-Day Onboarding Journey
Each phase has clear deliverables from our team and simple responsibilities on your end. We keep the process collaborative and transparent.
Our DeliverableYour Responsibility
Days 1–3
Discovery & Access Setup
Kickoff call to understand your business model, tools, and reporting needs
Customized onboarding plan with milestones and deadlines
Grant read-only access to bank accounts, credit cards, and payment processors
Share login credentials for QuickBooks, Xero, or existing accounting platform
Days 4–7
Historical Review & System Configuration
Audit of last 3 months of transactions and chart of accounts
Configure integrations (bank feeds, Stripe, Ramp, payroll)
Deliver findings report with identified discrepancies
Respond to clarification questions about historical entries
Days 8–11
Process Setup & First Close
Establish categorization rules, recurring entries, and approval workflows
Complete first monthly close with full reconciliation
Review and approve the proposed chart of accounts structure
Approve first-month financial statements
Days 12–14
Dashboard Delivery & Handoff
Custom financial dashboard configured with your KPIs and metrics
Documented SOPs for ongoing monthly close process
Dedicated Slack channel and ongoing support schedule established
Confirm dashboard metrics and reporting preferences
Ready to get started?
Book a free audit call and we'll walk you through the entire onboarding process. In just 14 days, you'll have complete financial visibility.