🧭 Client Onboarding Roadmap (60-Day Sprint)

Week 1: Kickoff Workshop

• Map current workflows

• Identify pain points

• Align on goals & reporting needs

Week 2–3: Full-Charge Cleanup

• General ledger cleanup

• AR/AP, payroll, and sales tax reconciliation

• Catch-up entries and error correction

Week 4–5: GAAP Reporting Setup

• Build month-end close process

• Deliver first GAAP-compliant financials

• Add variance analysis and commentary

Week 6–7: Dashboard Buildout

• Create Excel-based cash-flow dashboard

• Visualize burn rate, working capital, and key metrics

Week 8: Team Training & SOPs

• Document processes

• Train staff on workflows

• Final review and handoff

“By Day 60, you’ll have a clean system, trained team, and strategic visibility.”