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?

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  • 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 your feedback is always more than welcome.

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 and our experienced small business accountants will answer all of your questions.

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