How It Works »

Commencing Your Journey in Five Simple Steps:

1. Schedule Kick Off Call

In your initial consultation, the SecureCFO onboarding team will introduce your cloud-based project plan. This comprehensive plan outlines a step-by-step workflow and a clear timeline, guiding you from the onboarding phase to ongoing services. Additionally, we will supply you with a checklist detailing the necessary materials to initiate the process. This checklist typically encompasses items such as bank and loan statements, income tax returns, sales and payroll tax returns, equity schedules, fixed asset schedules, and more. In some cases, we may also need to request information from your CPA, bank, or lawyer.

2. Prepare for Implementation

We acknowledge that collecting the required information may require a few days to weeks. Therefore, your onboarding team will commence preparations by organizing software and integrating with third-party applications to ensure everything is set up and ready for a prompt start.

3. System Design Phase

Our onboarding specialists will implement accounting and industry best practices while constructing your system and devising reporting capabilities. Initially, we’ll conduct a thorough assessment of your current processes and roles to pinpoint any inefficiencies swiftly. Subsequently, we’ll create a flowchart outlining the desired Smart Back Office and create weekly and monthly checklists to ensure a consistent and disciplined month-end closing process.

Additionally, we’ll furnish you with a set of questions to consider, including your preferences for weekly, monthly, and quarterly reports. Some clients have specific requests, while others may be uncertain about where to start. In such cases, our team will provide expert guidance to determine the appropriate starting point. Regardless of your situation, you can anticipate a meticulous process that guarantees your system’s flexibility, scalability, and resilience to accommodate your growing business’s evolving needs.

4. Liaison Training

Whether you entrust us with managing your complete accounting department or maintain an in-house bookkeeper for specific tasks, your dedicated SecureCFO service team will offer comprehensive liaison training. During this training, we will cover various features and functions of your Smart Back Office, including data entry, information retrieval, and automated report generation. Moreover, we will address any initial queries, guide you through the onboarding process, and discuss your preferred methods of communication.

5. Begin Recurring Services

Upon the successful completion of the system design, implementation, and training phases, we will commence processing your accounting tasks. After your service team generates the preliminary financials for the first month, we will arrange a call with you for a thorough review. If any adjustments are needed, they will be made before rerunning the financials.

Typically, it takes approximately 90 days for everything to be fully established, including the training of your dedicated team and liaison. During this period, your entire system and team will start operating smoothly and efficiently. We understand that every client has unique requirements, so we will tailor the timeline to align with your specific needs and accommodate any urgent requests whenever possible.