Seamless Remote Onboarding & Support for Busy Business Owners
Starting with a new bookkeeping team shouldn’t be stressful. Our remote onboarding process is designed to make your transition smooth, simple, and totally supported. From software setup to process walkthroughs, Ledger & Wage ensures you’re fully equipped from day one, and we’re here to support you every step of the way.
What’s Included in Onboarding:
- Discovery meeting to understand your systems & goals
- Checklist of documents and logins needed
- Software and app setup (QuickBooks, Gusto, etc.)
- Review of past records and open questions
- Custom workflows for monthly communication
- Training sessions with screen recordings
Who It’s For:
- New clients onboarding with Ledger & Wage
- Business owners switching from in-house to remote
- Teams looking for clear processes and reliable communication
- Entrepreneurs who need ongoing expert backup
Ongoing Support Includes:
- Email and video support for questions
- Monthly check-ins (optional)
- Troubleshooting & tech help
- Guidance on financial reports and processes
- Flexibility to grow with your business
Why It Works:
We don’t just drop you into a system: we guide you through it. Our onboarding makes sure you understand what’s happening, how we’re helping, and where your business is headed financially.
Start strong and stay supported.
Schedule your free consultation and learn how remote onboarding with Ledger & Wage can set you up for success.