Onboarding Process
Welcome to Globus Finanza!
We’re thrilled to have you on board. Our onboarding process is meticulously designed to ensure a seamless transition into our services, providing you with a comprehensive understanding of how we can help optimize your financial management.
Objective: To gain a deep understanding of your business needs and financial goals.
What to Expect: In this first step, we aim to thoroughly understand your unique business requirements, financial challenges, and objectives. This involves a detailed discussion where we will:
- Discuss your business model, operations, and financial management needs.
- Identify specific pain points and areas for improvement in your current financial processes.
- Set clear, achievable financial goals aligned with your business objectives.
Action Items:
- Schedule a consultation call with our financial experts.
- Prepare and share any relevant financial documents and records.
- Complete our comprehensive business needs assessment questionnaire.
Objective: To gather essential financial documents and establish your account within our system.
What to Expect: The second step involves collecting and organizing all necessary financial documents to set up your account. Our team will guide you through this process to ensure a smooth transition. We will:
- Request vital financial documents such as previous bookkeeping records, bank statements, and tax returns.
- Assist you in securely uploading these documents through our encrypted portal.
- Set up your account in our state-of-the-art bookkeeping system, tailored to your business specifications.
Action Items:
- Gather and submit the requested financial documents.
- Signing an NDNC agreement for the confidentiality of our engagement followed by a no-obligation onboarding process. You are not obliged to work with us unless you feel 100% confident and satisfied with the talent presented to you.
- Complete and return the account setup form provided by our team.
- Review and verify the initial account setup for accuracy.
Objective: To familiarize you with our services, tools, and your dedicated account manager.
What to Expect: In this step, we conduct an in-depth onboarding session to ensure you are comfortable with our services and tools. This session will cover:
- A comprehensive walkthrough of your bookkeeping software, highlighting key skills and achievement of team.
- Introduction to your dedicated account manager, who will be your primary point of contact.
- Detailed explanations of our processes and how we integrate with your business operations.
- Addressing any initial questions or concerns to ensure you are fully equipped to utilize our services effectively.
Action Items:
- Attend the onboarding session (can be conducted virtually).
- Download and set up any necessary software as guided by your team.
- Note down any questions or clarifications needed during the session.
Objective: To implement the client workflow and ensure our team is well-trained on your processes and tools.
What to Expect: In this crucial step, we focus on the practical implementation of the workflow, tools and provide comprehensive training to our team.
We will:
- Assist in executing the agreed-upon training & workflows within our business operations.
- Conduct detailed training sessions for our team on your bookkeeping software and processes.
- Ensure your team is proficient in using the tools and understands the financial strategies in place.
Action Items:
- Implement recommended changes and practices as per the client workflow.
- Schedule and participate in training sessions for our team.
- Monitor initial implementation and address any issues or adjustments needed.
Objective: To provide continuous support and optimize your financial processes for sustained success.
What to Expect: Our commitment to your business doesn’t end after the initial setup. We offer ongoing support and continuous optimization of your financial processes. This includes:
- Regular reviews of our financial performance and strategy adjustments as needed.
- Continuous support from our dedicated account manager for any queries or issues.
- Proactive recommendations for improving financial efficiency and achieving better outcomes.
- Ensuring compliance with all regulatory requirements and staying updated with industry best practices.
Action Items:
- Schedule regular review meetings with your account manager.
- Stay in communication with your account manager for ongoing support.
- Provide feedback and insights to help us better tailor our services to your evolving needs.
Why Choose Globus Finanza
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