Your journey to better bookkeeping
Embarking on a new journey can be exhilarating, and we're here to ensure that your onboarding experience with us is just that - a smooth, engaging, and enlightening adventure. Let's walk through the steps of this exciting journey, from the moment you sign up to the transition into our ongoing services.
The Journey Begins
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Sign Up & Warm Welcome: Your journey kicks off the moment you sign up. You'll be greeted with a welcome email, introducing you to our self-serve resources, including a knowledge base, an extensive library of articles, tips & tricks, and an introductory video, to quickly get familiar with our platform and services. These resources are designed to provide you with a comprehensive understanding of our platform's features, functionalities, and best practices. Whether you prefer reading written guides, watching videos, or a combination of both, our resources cater to different learning styles.
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Meet Your Accounting Expert: Within 72 hours of your first login to our platform, your personal accounting expert will contact you to schedule an intake call, reviewing your service needs. They will take the time to understand your specific financial goals, challenges, and requirements, ensuring that our services are matched well with your unique needs. During the intake call, you'll have the opportunity to discuss any questions or inquiries you may have, as well as provide additional information that will help us better serve you. During the initial three months, you can anticipate monthly calls with your dedicated accounting expert. After that, you'll be able to book time with your Accounting expert as needed.
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Task Assignments & Information Gathering: As part of our onboarding process, we will assign you specific tasks within our platform to gather all the necessary information needed to get things connected, and to tailor our services to your needs. During this phase, you can expect to be prompted to connect your financial institutions, upload relevant documentations, and/or provide access to other systems we'll be engaging with to service you. We understand that gathering all the necessary information can be time-consuming and overwhelming. However, our platform is designed to make this process as seamless and efficient as possible. You will have access to step-by-step instructions and guidelines to assist you in completing each task. Furthermore, if you have any questions or encounter any difficulties along the way, our accounting team is on standby to help!
Wrapping Up Your Onboarding Experience
As we wrap up this initial phase of our journey together, we want to emphasize that our commitment to your success is just beginning. We have carefully crafted this onboarding process to provide you with a seamless, engaging, and informative experience that sets the stage for a productive and long-lasting partnership. Welcome aboard – we are absolutely thrilled to have you with us!