How it works
A predictable operating cadence, not a chase.
Institution runs on a fixed rhythm: onboarding sets responsibilities, monthly close produces the reviewed record, quarterly reviews translate that record into decisions, and year-end lands cleanly instead of scrambled.
The cadence
Five moments that anchor the engagement.
Step 01 of 05
Intro
- What the client provides
- Your entity + provider snapshot
- Where responsibility sits
- Institution advisor
- What continues forward
- Package fit and sequencing recommendation
What onboarding actually covers
Access
Bank, card, payroll, invoicing, and accounting-software access established with the right permission level.
Baseline
Chart of accounts reviewed and standardized to match reporting expectations.
Responsibility map
Named owner for every recurring finance responsibility, on both sides.
Compliance calendar
Filings, franchise tax, annual reports, and payroll obligations placed on a shared calendar.
Reporting pack shape
Agreement on the statements and views that will land every month.
Historical position
Prior-period cleanup scoped when needed, on a separate agreed track.