The 30-Day Onboarding Checklist

Exactly what happens in your first 30 days with a bookkeeping and fractional CFO partner — from your first call to your first clean monthly close. A week-by-week checklist so you know what to expect and what to prepare.

What's inside

• Week-by-week checklist across all 30 days
• What to gather and grant access to before day one
• The milestones that lead to your first clean monthly close
• Print-ready PDF you can track against