Step 01 - Initial No Obligation Consultation​

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.

Step 02 - Documentation with NDNC Agreement and Account Setup

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.

Step 3: Personalized Onboarding Session

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.

Step 4: Workflow Implementation and Training

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.

Step 5: Ongoing Support and Optimization

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:

We will:

• 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.

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.