Whenever we start working with a new client, we go through a 5-phase process to ensure a smooth transition from your current system to the Logistis for Designers Accounting Framework.
This onboarding process is a key piece to help us establish clear communication channels and set the foundation for a successful partnership.
What it looks like to work with us
Phase 1: Say “Yes!”
(1 day)
The first step is to sign your proposal through our billing software, Practice Ignition. This officially kicks off the onboarding process. Next, you’ll receive a welcome email introducing you to your Client Manager who will guide you through the rest of the process.
Phase 2: Complete Your Document Checklist
(1 week)
This is when we share with you our custom questionnaires designed maximize our ability to understand your needs! We’ll provide you with a simple checklist to follow so nothing gets missed. Once complete, it’s off your plate and onto ours.
While you’re busy with your checklist, we’ll begin working on ours.
Phase 3: Set Up & Team Up
(1-2 weeks)
This is when you get connected to the rest of the team! Your Onboarding Specialist will connect you with our Sales Tax Expert who will get access to your sales tax account, as well as our Integration Specialist who makes sure your project management software is mapped to your Quickbooks Online account properly.
Following setup, you’ll meet with your Client Manager to review setup, discuss your next steps, and schedule regular review calls.
Throughout this process, we can answer questions or schedule follow-up calls as needed.
Phase 4: Audit, Clean-up, & Review
(2-6 weeks)
We conduct an audit to review the status of your books, identifying problem areas or updates which might be needed. Five hours of back-work is included in onboarding. If additional time is needed to get your books fully-compliant and set up properly, we will scope it separately.
We also help you establish new best practices for your firm through cash-flow & profitability training with your dedicated Client Manager.
With a clean set of books, we will schedule a call to review your year to date financials and answer any questions you may have.
Phase 5: Hand-Off
(1 week)
With everything completed and approved by you, your Onboarding Specialist will make the full hand-off to your Client Manager to begin normal monthly accounting services.
With a clean slate and a fresh start, the future of your interior design business is now set up for growth and financial success.