Getting Started
We know the sensitive nature of changing the way you do business. That’s why we designed our onboarding process to leave no stone unturned.
Kickoff
Meet Your Onboarding Team
Your Onboarding team will review all expectations for your onboarding process with you, including your detailed timeline and responsibilities. We’ll get aligned on communication practices and points of contact for each step, define action items for all parties, and you’ll begin granting us access to relevant information.
Documentation
Documenting & Establishing Procedures
We’ll have an intake session where we’ll ask you questions to better understand your AP, AR, bank reconciliations, financial reporting, and close processes. We’ll ensure your procedures and software flows are calibrated properly so we can efficiently streamline your accounting processes to fit the needs of your business.
Stabilizing
Practice Makes Perfect
Once we have gathered as much information as possible pertaining to your company’s daily, weekly, and monthly procedures, we will perform our agreed-upon duties and meet with you for feedback on production. If updates are needed we will make adjustments to ensure your expectations are met.
Hand-Off
A Smooth Transition
Once onboarding has proved successful and we are stabilized, your accounting operations will be handed over to your Processing team. To ensure a smooth transition, you will retain ownership of AP processing, bank reconciliation, and close procedures until your billing start date, and your Onboarding team will stay on until onboarding is fully complete.
Start Date
Let The Processing Begin!
We’ll work in unison to ensure your new team at Proper has a complete understanding of all your processes. Then, before you know it, we’ll be seamlessly integrated into your business!