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Onboarding

Ensuring a smooth transition to your new financial operation

We’re here to take the financial burden off your shoulders

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 your growth and how you want to view and measure financial performance.

Onboarding varies from four to six weeks, depending on the subscription you choose.

Here is a typical onboarding plan by subscription:

Virtual Accounting

  • Week 0: Kickoff meeting. Get organized, gain access to your systems, set meeting schedule. You are not charged for this week
  • Week 1: Review books & processes. Begin cleanup. Review chart of accounts. Connect to our apps.
  • Week 2: Continue cleanup. Draft updated chart of accounts. Begin updating processes
  • Week 3: Finalize chart of accounts. Complete cleanup. Begin monthly close.
  • Week 4: Close books, begin regular work
  • Go live with your new system!

Virtual Analysis

  • Week 0: Kickoff meeting. Get organized, gain access to your systems, set meeting schedule. You are not charged for this week
  • Week 1: Review books & processes. Prepare draft budget & send template to you. Connect to our apps.
  • Week 2: You return template to us. Determine KPIs. Start monthly close.
  • Week 3: Load budget to our software and review. Continue working on monthly close.
  • Week 4: Finalize budget and KPIs. Complete close.
  • Go live with your new system!

Virtual CFO

  • Week 0: Kickoff meeting. Get organized, gain access to your systems, set meeting schedule. You are not charged for this week
  • Week 1: Review books & processes. Begin cleanup. Review chart of accounts. Connect to our apps.
  • Week 2: Continue cleanup. Draft updated chart of accounts. Begin updating processes
  • Week 3: Finalize chart of accounts. Complete cleanup. Begin monthly close. Start work on plan.
  • Week 4: Close books, collect data for financial plan
  • Week 5: Present initial draft of plan. Determine KPIs
  • Week 6: Finalize plan and KPIs
  • Go live with your new system!