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 format confirmed. Ongoing work handed to the standing team.
Onboarding FAQ
What operators typically ask.
How long does onboarding take?
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.Do you require us to switch accounting software?
No. Institution works inside QuickBooks Online or Xero. If you need help selecting or migrating, we coordinate that during onboarding.What if our prior records are messy?
Historical cleanup is scoped separately after a review. We do not silently absorb prior-period issues into the live close.