Onboarding for business clients
Learn about our two-part process for larger clients
When you bring a financial partner into your business and your life, you're forming an important relationship with that person or team. Ideally, that relationship will develop and grow over the years so that you'll have a trusted adviser to consult whenever opportunities and challenges come up. We recognize this importance and have designed our onboarding around this idea.
Before we begin any kind of long-term commitment with our larger business clients, we'll get to know each other better by going through our two-part process. The first part is our Discovery phase and typically takes two to five weeks. The second part is our Onboarding Phase and will take four months.
Part 1: Discovery
To begin the process and initiate the Discovery phase, you'll want to fill out our online form. Once we receive your form, we'll email you our Calendly link to get your Discovery chat scheduled.
This free chat is an in-depth conversation that will help us uncover the value you're looking for and match it with the services we provide. You can expect it to be up to an hour in length and focus on the big picture. After your chat, we'll get some additional items to check the current state of your Level 1 services (accounting-, payroll-, and tax-related items).
Part 2: Onboarding
The Onboarding phase is a 4-month trial period that commences with a team kickoff session where you'll meet your accounting team and go over the plan of attack. We'll then lead you through onboarding items such as Basic Training sessions with your CPA, software walkthroughs with your Lead Accountant, and payroll setup with your Payroll Guide.
During this time, we'll also be performing any cleanup necessary to get you on a solid footing and ready for your foundational items. Once your onboarding is complete, we'll be able to start performing your ongoing services.
Ongoing services include the following foundational items: regular cleanup of your books (monthly or quarterly depending on your size); preparation of your business and individual tax returns; an insight session to go over your tax returns once they've been completed; a mid-year review session for smaller clients and quarterly guidance sessions for larger clients; and finally a year-end review and planning session in December.
Our onboarding builds a strong foundation from the start.
Going beyond the fundamentals
If everything goes well, at the end of your trial period you'll have the option of discussing Care Package services with Jonathan and Erin. Care Packages are custom-built around your specific wants and needs and go beyond the foundational services performed during your onboarding. Think of it along the monthly subscription model: all of your agreed-upon services for the next 12 months are included in one monthly price instead of the hourly billing that will occur during onboarding.
If you find a package that works for you, we'll begin those services upon the completion of your onboarding. If you'd rather stick with our foundational services, that's great too! We'll be happy to continue providing them and will be available to discuss package options in the future if you ever change your mind.
Taking the long view
We’ve designed our onboarding around the idea that we’ll be working together for many months and years to come, which means it makes sense to get to know each other beforehand. We want to see what types of value we can bring while also making sure it’s a good, strong fit for the long-term.
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