We have a 3 phase approach for every client. Our implementation will cover every part of your business and setup a system that meets all your needs and wants. They will work with you, your team, our tax group, as well as our accountants and advisors to ensure nothing is overlooked during the design and implementation of your efficient back-office solution. This enables us to provide a seamless transition to your long term dedicated HPC team members too.
Once you are formed and registered, our experienced implementation team will work through the following 3 phases with you.
Phase 1 of Setup
Gather all necessary documentation, information, accesses, etc with our onboarding team
Do initial review and kick-off call with your team and ours
Review reporting requirements, current systems and procedures
Phase 2 of back-office setup
Review historical transactions, and/or foreign accounting system and workflow
Discuss who’s involved, when and how things should be done, involvement and detail you need
Evaluate add-ons to best manage your back office and streamline accounting and operations
Phase 3 of 3
Setup Xero file – customized for your needs and structured for proper US compliance
Setup and integrate any applicable add-ons
Provide training for you and your team
Hand off to an ongoing, dedicated accounting resource at HPC to support you
Every business is different, so the timing, fees, and exact scope of these 3 phases will vary. We will ensure you know exactly what will be covered and what to expect before we begin.
We will have a flat fee for each phase, and can evaluate your needs, how we can help, as well as applicable scope and fees, before wrapping up our first free consultation call.