A STRUCTURED PROCESS A SMOOTH TRANSITION
Onboarding with Kaizen: A Look at Your First 90 Days
The 5 Stages of Onboarding
Usually, when you have a new accountant, they employ the SALY (Same As Last Year) method — they look at what was done in the past and try to replicate that as closely as possible without asking “why?” The problem is that what was done in the past may not be what’s best for your business.
We do things a little differently. We want to understand you and your business and apply our knowledge and expertise to come up with the best solutions going forward.
Our 90-day onboarding process is designed to help us get to know each other in the most efficient way. To provide the best service, with proactive advice, it’s important that we understand you and your business. It’s equally as important that you are comfortable with your accounting team and that you feel confident that we are here to help you make informed decisions and develop strategies for long-term growth.
We want to hear your story – what’s happened in the past, where you are today, and what your goals are for the future, so we can effectively design a plan that will help you reach your goals.
The Kickoff Call
The Kickoff Call begins the process of building the foundation for moving forward.
The Business Solutions Director—whom you will already have met—will introduce you to your Onboarding Team. This team will be with you to guide and train you throughout the onboarding process.
Next, we’ll get you set up in our client communication portal that will allow you to securely upload, view, and download documents. This portal connects you to our entire team to ensure communication is streamlined and efficient.
We review The Kaizen Difference, set up follow up meetings, identify existing accounts, and answer any questions you have about anything we have talked about to date.
Enhancing communication is critical to providing the partnership we have entered into together. We want you to feel empowered by the Kaizen team that’s behind you.
Onboarding Deliverables following the Kickoff Call:
- Third party bank/credit card account access
- Point of Sale and merchant account(s) access, if applicable
- Department of Revenue access, if applicable
- Existing payroll reports
- Fixed Asset documentation
- Originating loan documents to verify the accounts are properly setup in your books
- Customized Chart of Accounts
- Ensure your QBO subscription fits your business needs (we don’t want you to be overpaying!)
- Set up of a comprehensive management reporting package with business insights
The Kickoff Call
The Kickoff Call begins the process of building the foundation for moving forward.
The Business Solutions Director—whom you will already have met—will introduce you to your Onboarding Team. This team will be with you to guide and train you throughout the onboarding process.
Next, we’ll get you set up in our client communication portal that will allow you to securely upload, view, and download documents. This portal connects you to our entire team to ensure communication is streamlined and efficient.
We review The Kaizen Difference, set up follow up meetings, identify existing accounts, and answer any questions you have about anything we have talked about to date.
Enhancing communication is critical to providing the partnership we have entered into together. We want you to feel empowered by the Kaizen team that’s behind you.
Onboarding Deliverables following the Kickoff Call:
- Third party bank/credit card account access
- Point of Sale and merchant account(s) access, if applicable
- Department of Revenue access, if applicable
- Existing payroll reports
- Fixed Asset documentation
- Originating loan documents to verify the accounts are properly setup in your books
- Customized Chart of Accounts
- Ensure your QBO subscription fits your business needs (we don’t want you to be overpaying!)
- Set up of a comprehensive management reporting package with business insights
The Kickoff Call
The Kickoff Call begins the process of building the foundation for moving forward.
The Business Solutions Director—whom you will already have met—will introduce you to your Onboarding Team. This team will be with you to guide and train you throughout the onboarding process.
Next, we’ll get you set up in our client communication portal that will allow you to securely upload, view, and download documents. This portal connects you to our entire team to ensure communication is streamlined and efficient.
We review The Kaizen Difference, set up follow up meetings, identify existing accounts, and answer any questions you have about anything we have talked about to date.
Enhancing communication is critical to providing the partnership we have entered into together. We want you to feel empowered by the Kaizen team that’s behind you.
Onboarding Deliverables following the Kickoff Call:
- Third party bank/credit card account access
- Point of Sale and merchant account(s) access, if applicable
- Department of Revenue access, if applicable
- Existing payroll reports
- Fixed Asset documentation
- Originating loan documents to verify the accounts are properly setup in your books
- Customized Chart of Accounts
- Ensure your QBO subscription fits your business needs (we don’t want you to be overpaying!)
- Set up of a comprehensive management reporting package with business insights
Backwork — Our Work Behind the Scenes
During these first 90 days, we’ll also be doing some intensive work on our end to make sure that your financials are in order. It is very rare that a client comes to us and their books are what we would call “squeaky clean”. It’s probably one of the main reasons you’ve engaged us in the first place.
This is a sprint behind the scenes and usually requires significant assistance from you. We cannot do our job without all the necessary financial information. And we need your help to get it. The #1 reason clients may not get through to the final step in 90 days is missing information. Things like: deposit/expense inconsistencies, loan documents, bank and credit card statements and even prior tax returns are critical to creating that solid foundation.
Next, we’ll have the final meeting of the 90-day integration: the financial statement review.
The Kickoff Call
The Kickoff Call begins the process of building the foundation for moving forward.
The Business Solutions Director—whom you will already have met—will introduce you to your Onboarding Team. This team will be with you to guide and train you throughout the onboarding process.
Next, we’ll get you set up in our client communication portal that will allow you to securely upload, view, and download documents. This portal connects you to our entire team to ensure communication is streamlined and efficient.
We review The Kaizen Difference, set up follow up meetings, identify existing accounts, and answer any questions you have about anything we have talked about to date.
Enhancing communication is critical to providing the partnership we have entered into together. We want you to feel empowered by the Kaizen team that’s behind you.
Onboarding Deliverables following the Kickoff Call:
- Third party bank/credit card account access
- Point of Sale and merchant account(s) access, if applicable
- Department of Revenue access, if applicable
- Existing payroll reports
- Fixed Asset documentation
- Originating loan documents to verify the accounts are properly setup in your books
- Customized Chart of Accounts
- Ensure your QBO subscription fits your business needs (we don’t want you to be overpaying!)
- Set up of a comprehensive management reporting package with business insights
Address: 53 State Street Suite 500, Boston MA 02109
Phone: (781) 309-6778