Understanding + Inventory
We’ll ask about your existing processes and controls, your team, the status of any accounting and reconciliation backlogs, and (perhaps most importantly) what success looks like to you.
Granting Access + Defining Roles
We’ll request access to your banking and accounting software and any relevant tools in connection with your cash receipts, disbursements, and closing processes. You’ll begin forwarding invoices to us to handle, and you’ll designate one person on your internal team to interface with your team at Proper.
Accounts Payable + Receivable
We’ll address any questions we may have with you before our team begins handling your AP, AR, and recording processes.
Reporting + Planning
We’ll review deliverables from previous months and develop a timetable and expectations for all reconciliations, reports, and month-end processes.
Refinement + Progress
Time to review refine all processes, and schedule our recurring team meetings at a pace that feels good to everyone.
Reconciliations + Reporting
Together we’ll walk through your first month of reconciliations and reporting!
Planning for a Happy Future
We’ll chat with you to make sure we have been meeting (or exceeding!) your expectations. We’ll get super clear on your unique pricing plan moving forward, and make sure you feel completely confident in your new team at Proper :)