How long does the on-boarding process typically take?

Typically, the first month or two will involve a lot of communication and gathering of information. During the on-boarding process we are trying to accomplish several things all at once:

Learn how your existing bookkeeping processes work and insert ourselves into these processes.

Identify areas in your processes that could be improved or more efficient.

Gain as much information and understanding about your business as possible.

After that initial learning period, we will have a much clearer definition of what duties we will be performing and which will need to remain in-house. The goal by month two to three is to be able to provide you with timely, accurate reporting and having minimal questions for you and your team so that you can focus on your business.