Onboarding Process
At BusAcTa Advisors, we understand that every client is unique and requires a personalized approach to their onboarding process. Whether you are a direct B2B client or an accounting or tax firm outsourcing work to us, we strive to make the onboarding process as smooth as possible. Our goal is to ensure that you are set up for success and can focus on growing your business.
Step 1
Consultation and Needs Assessment
The first step in our onboarding process is a consultation and needs assessment. We will work with you to understand your business, your goals, and your specific accounting and tax outsourcing needs. This step is critical in ensuring that we provide you with the right services and support.
Step 2
Proposal and Contract
Based on the needs assessment, we will provide you with a detailed proposal outlining the scope of work, timelines, and pricing. Once you approve the proposal, we will send you a contract for review and signature.
Step 3
Data Sharing and System Set Up
After the contract is signed, we will work with you to set up our systems for data sharing and communication. We use various tools like OneDrive, Dropbox, and more to ensure secure and seamless data sharing.
Step 4
Team Assignment and Kickoff Meeting
Once the systems are set up, we will assign a dedicated team to your account. Your team will include a project manager, a tax specialist, and an accounting specialist. We will schedule a kickoff meeting where you can meet your team and discuss the details of your project.
Step 5
Project Execution and Reporting
With the team in place and the project details finalized, we will begin the execution phase. Your team will keep you informed throughout the project and provide regular reporting. We pride ourselves on our transparent and timely communication and strive to keep you up-to-date at all times.
