Getting the most from your accountant’s onboarding process

We’re going to start this blog with a quote from Benjamin Franklin “For every minute spent organizing, an hour is earned” 

Think about that for a minute – not enough hours in the day to do everything you need to? 

This is the premise of our accountant’s onboarding process.

We spend time with you getting you (and us!) organised – setting up a personalised system to create a smooth workflow that can give you the best customer experience.

Moving forward, your personalised system means your Sleek accountant gets all the information from you they need to do your work, accurately, effortlessly and on time. 

Plus, we’ll be able to provide you and your business with the information you need to grow and develop your business.

What is onboarding?

Basically, it’s a fancy name for ‘meet your Sleek team’!

But, it has so much more than just the niceties. This is how your new accounting team welcomes you to Sleek and processing your service needs as efficiently as possible with the goal of creating a strong working relationship.

  • From our point of view:

We want to get a clear view and understanding of you and your business, and any concerns you may have. 

During this time, we will find out how you would like to work, collaborate and communicate with our team.

  • From your point of view:

You’ll be looking at your Sleek team to seek clarity as to how we will be reducing your burden and stress. 

You’ll find out how we will provide the information and reports you need to grow and develop your business, enjoy your business, and spend more time with family for a better quality of life.

Why is onboarding so important?

Sleek’s main aim of our onboarding process is to streamline the workflow, to save you time and effort.

  • Communication – communication is key to any relationship. And your relationship with your accountant is no different. 

If Sleek can understand your communication style, we can provide you with a personalised service and foster a long term relationship with you. 

  • Make expectations clear – we all enter relationships with expectations. 

We use the onboarding process to set the expectations, so both sides know and understand what is expected of them.

  • Gather all necessary information – we will need information from you to begin helping you. 

The onboarding process establishes what we need from you to set up easy-to-follow workflows to achieve this.

  • Offer training – we check if you need any training on any of the Sleek processes – we have quick and easy-to-follow modules to get you skilled up.

All you have to do is think of Sleek’s onboarding process as a way to get back more of your time. Our sleek onboarding process creates an easy-to-follow collaboration portal through which to send and receive files, and to service your tax, accounting and tax planning needs.

Trying to outsource for accounting services? Leave your accounting needs to us! We will handle the migration, put your books in order, do the accounting, timely reporting, taxes and more.

Call Sleek now on +61 2 9100 0481 to get started working with a friendly team, who’s on your side to make your business life easier. 

Do you need help from our accounting team?

Start a business in less than 3 hours with us. Talk to our experts today.

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Disclaimer: The information on this website is intended for general informational purposes only and may not be specifically relevant to everyone’s personal situation. It should not be considered financial advice or a substitute for professional tax or accounting advice. Each individual’s circumstances are unique, and laws can vary. For tailored advice, please consult a qualified professional. Contact Sleek for further information on how we can help you.

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