Onboarding
We will schedule meetings with you and visit you, we will mutually agree and sign-off non-disclosure agreement so that we are bound to protect all your sensitive information at our end and vice versa.
Our team works hard during onboarding to get caught up with your existing processes. We look at your past books, we build a forecasting model and set of KPIs, and we do an audit of your financial statements/chart of accounts to make sure we’re all on the same page and getting started on the right foot.
How the engagement continues after onboarding
We believe continuous communication and getting to know your team will be the key for a sustainable long term relationship with you. We ensure that your existing finance team is given the due respect and we will blend in as an extension of your own finance team, this way we ensure that there are no misunderstandings in our communications.
During the onboarding time we will typically do mapping of all financial processors, re-design of some processors, Identifying the internal control system and recommending improvements, development of management report formats, financial modeling of reports, etc