How It Works

    A structured, transparent process—from first call to ongoing partnership. Here's what to expect when you work with us.

    The Onboarding Process

    Five steps from alignment call to ongoing financial partnership.

    01
    Step 01

    Discovery & Alignment Call

    Understanding your goals and complexity

    A focused conversation to understand your business, financial pain points, and goals. We assess complexity, discuss fit, and determine the right level of support.

    • Review current financial setup and pain points
    • Understand business model and entity structure
    • Discuss goals and timeline expectations
    • Determine appropriate service tier
    02
    Step 02

    Onboarding & Systems Access

    Setting up for success

    We collect access to your systems and documentation, set up our workflows, and establish communication channels for a smooth working relationship.

    • QuickBooks Online access and review
    • Bank and credit card feed connections
    • Historical document collection
    • Communication and reporting preferences
    03
    Step 03

    Cleanup & Baseline Close

    Your first clean month

    We stabilize your books, clean up any backlog, and deliver your first accurate, complete monthly close—establishing the baseline for everything that follows.

    • Historical cleanup and catch-up (if needed)
    • Chart of accounts optimization
    • Reconciliation of all accounts
    • First complete monthly close delivered
    04
    Step 04

    Monthly Close Rhythm

    Consistent, reliable financials

    With your books stabilized, we establish a predictable monthly cadence—delivering management-ready financial statements on time, every month.

    • Close calendar with clear deadlines
    • Monthly P&L, balance sheet, cash flow
    • Reconciliations and journal entries
    • Consistent delivery by agreed date
    05
    Step 05

    Advisory Cadence

    Strategic financial partnership

    Beyond the books, we provide ongoing strategic insight—monthly or quarterly calls to review performance, discuss forecasts, and support key decisions.

    • Monthly or quarterly strategy sessions
    • KPI review and trend analysis
    • Cash flow forecasting updates
    • Decision support as needs arise

    Typical Timeline

    Most clients reach their first clean monthly close within 30–60 days.

    01Week 1–2

    Kickoff & Access

    • Alignment call completed
    • Systems access granted
    • Document collection begins
    02Week 2–4

    Cleanup & Stabilization

    • Historical cleanup (if needed)
    • Chart of accounts review
    • Initial reconciliations
    03Week 4–6

    First Clean Close

    • First complete monthly close
    • Management statements delivered
    • Close calendar established
    04Ongoing

    Monthly Rhythm

    • Consistent monthly deliverables
    • Advisory cadence begins
    • Continuous improvement

    What We Need From You

    To get started quickly and efficiently, please have the following ready.

    QuickBooks Online Access

    Admin-level access to your QBO account

    Bank Statements

    Last 12 months of bank and credit card statements (or read-only access)

    Prior Financial Records

    Prior-period financials, tax returns, and any existing reports

    Key Contacts

    Contact info for your CPA, attorney, or other advisors we'll coordinate with

    Time for Kickoff

    30-minute kickoff call to align on priorities and communication preferences

    Don't have everything ready? No problem. We'll guide you through document collection during onboarding.

    Ready to get started?

    Schedule a Financial Alignment Call to discuss your needs and see if we're the right fit.

    Schedule a Call