Taking the First Step: The Introductory Meeting
So you’ve decided to take the leap into financial clarity with Actuarius and CORE. Awesome! Your first step involves providing us with your historical financial statements and general ledger detail. And then we do something magical—we vanish. But not to worry! We’re diving deep into your financial universe, examining every transaction and number to truly understand the essence of your business.
And guess what? After this deep dive, we actually know your business better than any other financial advisor you’ve worked with—yes, even your CPA.
The Second Coming: The Reveal Meeting
We reappear, but we’re not empty-handed. We come bearing gifts: newly restructured charts of accounts and revolutionary end-user reporting tailored for you. We’ll walk you through how these new tools make business easier, clearer, and far more manageable. And believe us, this is where the excitement kicks in. Clients can’t help but be fully engaged when they see what CORE can do for them.
Setting Expectations: What We Will and Won’t Do
Your Time is Gold: We won’t ask you to carve out extra hours from your busy schedule. We get that you’re already juggling plenty.
Parallel Universes: Initially, CORE runs parallel to your existing systems. We don’t disrupt your workflow until you’re ready and confident to make the switch.
Empower Your Team: Our focus isn’t just on numbers; it’s on making your team smarter and more efficient. We’re so good at this that your existing team can mature into financial pros who understand your business inside and out.
ERP-Adjacent: Transferring from QuickBooks to CORE is more than a platform change; it’s a conceptual shift toward an Enterprise Resource Planning (ERP) mindset. As your team grows accustomed to CORE, they’ll start thinking like the major players in big business.
Don’t Fix What’s Not Broken: If your existing processes—like payroll or bill payments—are working fine, we leave them alone. These become additional points of integration into CORE, keeping the focus on refining your general ledger system.
So, there you have it. Our onboarding process is designed to not only ease the transition but to also make it an enlightening and empowering experience. With Actuarius, you’re not just getting a service; you’re acquiring a whole new vantage point—a viewpoint so advanced, we can’t even see the box from here.
