Onboarding
Four weeks from kickoff to a reviewed close.
A fixed sequence with named owners on both sides. No open-ended discovery, no ambiguous handoff, no surprise cleanup absorbed into your first close.
The four-week sequence
Week 1
Kickoff & access
Named owners on both sides. Provider and software access established. Prior-period position captured.
Week 2
Chart of accounts + calendar
Chart of accounts baselined. Compliance calendar populated. Responsibility map agreed.
Week 3
First close in motion
Reconciliations underway. Exceptions surfaced and routed to the right owner.
Week 4
First reviewed close
Reviewed monthly close delivered. Reporting-pack shape confirmed. Cadence handed to the standing team.
Onboarding FAQ
What operators typically ask.
- Standard onboarding is scoped to four weeks. Historical cleanup, when needed, runs on a separate agreed track and does not delay the first live close.