Engagement begins with a consultation to understand your business model, reporting needs, and operational complexity. Following that discussion, a customized engagement agreement outlining scope and billing is issued. Work begins once the agreement is signed and onboarding documentation is received.
We review your accounting system, reconcile key accounts, evaluate chart of accounts structure, and assess reporting accuracy. If cleanup or restructuring is required, a defined plan is provided before ongoing services begin.
Most onboarding processes take between two and four weeks, depending on record condition and complexity.
No. Many businesses require adjustments or cleanup when transitioning providers. We establish a clean baseline before moving forward with ongoing reporting.
Yes. All services and deliverables are clearly defined within your engagement agreement before work begins.
