Ensuring a smooth transition to your new financial operation
We’re here to take the financial burden off your shoulders. To get there, we’ve established a proven onboarding process for all our new customers that ensures a smooth transition to your new financial operation. We spend extra time with you to really dig into your organization, understanding what drives growth and how you want to view and measure financial performance.
The length of the onboarding process varies by service level. During that time, you’ll meet with your onboarding team and the people who will handle your account after onboarding. Since we spend so much extra time with you during onboarding, we double our price during those weeks.