The Clever Bean Process & Onboarding

Our Process

Your Seamless Path to Financial Clarity Starts Here

Onboarding with Clever Bean Bookkeeping Solutions

At Clever Bean Bookkeeping Solutions, we understand that smooth onboarding sets the tone for a productive partnership. Our tailored onboarding process ensures that we start off on the right foot, getting all the details in place so we can help your business achieve its financial goals. Here's what you can expect when you join Clever Bean.

Step 1 – Welcome Email and Welcome Package

We kick off our partnership by sending a warm welcome email, thanking you for choosing Clever Bean Bookkeeping Solutions. This email includes:

• A detailed welcome package with an engagement letter, proposal, project description, executive summary, company overview, and cost summary.
• A clear contract outlining the services, confidentiality terms, involved parties, timelines, and approval/signature requirements.
• An attached invoice for any agreed-upon services.

This ensures that expectations are clear from the start and that we’re ready to hit the ground running.

Step 2 – Client Onboarding Questionnaire

To streamline our work, we’ll send you a client onboarding questionnaire that collects all the key information we need. This form will ask for:

• Business name, address, and contact details
• Bank account numbers and vendor logins
• Payroll information and banker contacts
• Tax ID numbers (federal, state, local)
• Business goals and your preferred method of communication

Filling out this questionnaire allows us to quickly get started on your bookkeeping needs.

Step 3 – Signed Documents and Payments

Before beginning any work, we’ll follow up to make sure we’ve received your signed contract and initial payment. This guarantees everything is in place and we can begin executing your project without delay.

Step 4 – Client Kickoff Meeting

We then schedule a team meeting with you to go over all the relevant business information. This kickoff meeting includes:

• A discussion of what we need from your side to meet timelines
• Explanation of the workflow process and next steps
• Open Q&A to ensure full alignment

We want to make sure you’re comfortable with the plan and know exactly what to expect.

Step 5 – Follow-Up and Next Steps

After our kickoff meeting, we send a follow-up ‘thank you’ email to acknowledge the meeting and reiterate the next steps in the process. You’ll always know what comes next, and we’re here to answer any questions as they arise.

Step 6 – Written Summary and Plan

Following the initial meeting, we provide a detailed write-up summarizing the meeting and outlining the plan we’ll use to meet your financial goals. This document includes clear expectations, turnaround times, and the processes we’ll follow moving forward. You’ll have everything in writing to refer back to at any time.

Step 7 – Ongoing Monthly Check-In

Our commitment doesn’t end after onboarding. We schedule monthly check-in calls to ensure everything is on track and answer any questions that may have come up. While we keep these check-ins consistent, we’re always available to assist you anytime in between.

Ready to Simplify Your Bookkeeping? Contact Clever Bean Today!

Our onboarding process ensures you get started on the right foot with no hassle. Let Clever Bean handle your financial details so you can focus on running your restaurant or small business. Contact us today to begin your journey toward financial clarity!

Onboarding FAQ

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