Onboarding
Live in 7 days.
Once you sign, we're fully operational within 7 days of receiving your first payment:
1
Access
We'll need access to QuickBooks, Stripe, Gusto, your bank accounts, and any other relevant internal systems and documents.
2
QuickBooks Setup
We reorganize your chart of accounts into departments and rearrange transactions accordingly.
3
Gusto
All employees are placed into new departments that reflect the chart of accounts.
4
Stripe
We remove the default deposit-only recording and record revenue per customer, using a Stripe Clearing Account to reconcile fees and the bank account.