Getting Started: What to Expect

Our Goal: Getting You Set Up Quickly & Thoroughly

We understand that each business is unique, and a one-size-fits-all approach does not work here. Therefore, when we begin a new client relationship, we invest the time up front to get to know you, your business, and your accounting needs. What are your pain points? What are your goals? Once we have gathered all pertinent resources and get a firm understanding of the infrastructure, the onboarding process begins.

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What does the process look like if I decide to hire H&M for outsourced accounting services?

  • First, we have a strategic planning meeting together to discuss a transition plan and timeline that everyone is comfortable with.
  • Next, we implement the transition plan with one of our dedicated onboarding specialists. The onboarding phase is critical to provide you with a seamless transition and to ensure the long-term success in the new relationship.
  • Once the onboarding phase is complete, our team is ready to provide you with the agreed upon proactive and efficient accounting solutions, and work begins.
  • We revisit the services frequently through the engagement to confirm we are meeting expectations and to see if there is anything else that we can help you with. Communication is frequent and we invite your feedback every step of the way.

Never worked with an accounting firm before? Not to worry, we will walk you through each step and answer any questions you have along the way. Coming to us from another accounting relationship? We will help make the process seamless for you. Reach out to get started today!

Seamless, Painless & Effective for All Parties Involved

Have questions about the Holbrook & Manter onboarding process?  We’re here to help! Get in touch with Holbrook & Manter today.

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