We've organized the onboarding process into four clear phases to make it simple. Throughout each phase, we'll keep you updated and informed, ensuring you always know where we are in the process. Our goal is to maintain complete transparency and keep everything running smoothly so you can feel confident every step of the way.
💡 Client Portal Tracking: You can track your current phase in the client portal with a blue status tag (as seen in image below)
⭐ YOU ARE HERE**
Onboarding Tasks - Complete initial questionnaire and provide access
Review Tasks - We review all provided information
Begin Xero Setup - Initialize your Xero bookkeeping account
Kick Off Call - Schedule initial consultation call (we will send you link once we review everything)
Xero Setup & Catchup Complete - Import historical data and transactions
Compliance Review - Ensure all systems meet requirements
Account Reconciliation - Verify all accounts are properly connected
Wrap Up Call - Final walkthrough and Q&A session
Onboarding Survey - Share your feedback on the process