A clear process, week by week
What happens after you say yes: the first month, how we communicate and what you receive every month.
your first month
Onboarding timeline
Most engagements follow this rhythm. The exact plan is agreed during the discovery call.
Week 1
Kickoff & access
- Kickoff call with the founders
- Shared channel and point of contact set up
- Access to tools and accounts granted
- Key company documents collected
Week 2
Audit & map
- Review of books, compliance status and tools
- Map of recurring tasks and owners
- List of gaps and risks, ranked by priority
Week 3
Set up
- Compliance calendar created
- Reporting format and payment approval rules agreed
- Access cleaned up and two-factor authentication enabled
Week 4
Run & report
- Agreed routines start running
- First monthly report delivered
- Review call to adjust priorities
staying in touch
How we communicate
One shared channel
Email or your team's messaging tool, agreed during onboarding.
Reply within one business day
New requests are acknowledged within one business day.
Named point of contact
One person who knows your company and owns the relationship.
Monthly review call
A regular call to review the report and set priorities.
every month
What a monthly report looks like
One page, plain language. What happened, what is coming up and what needs a decision from you.
noteThe report on the right is an illustration of the format with example data, not a real client's figures.
Monthly operations reportExample
Books closedDone
Cash position vs. last month+4%
Runway at current spend14 months
Upcoming deadlines (30 days)2
New hires onboarded1
Access changes3
Needs your decision: approve the new payroll provider; confirm Q3 hiring budget.
What we need from you
- Access to the relevant tools and accounts
- Key company documents
- One decision-maker on your side
- A short monthly review call
What we never do
- Move money from your accounts on our own
- Sign documents on your behalf without approval
- Share your information outside the engagement
- Give legal or tax opinions reserved for licensed professionals
ready when you are
Let's take operations off your plate.
Tell us about your startup and the areas you want covered. We reply within one business day.