Onboarding
handled for you

the process

We know switching accountants or upgrading your finance function can feel daunting. We've designed a streamlined, four-step e-commerce onboarding process to get full visibility of your numbers — without interrupting your daily operations.

Here's the exact timeline of how we get you up and running:

1
Days 1–3

Sign-off, clearance and access

Once you sign the proposal, we immediately get to work.

◆Professional clearance. If you're moving from a previous accountant, we handle 100% of the communication to acquire your historical data and clearance records. You don't need to have any awkward conversations.
◆Tech access. We send you a secure Karbon link to grant us "View-Only" or "Accountant" access to your entire ecosystem: Xero, Dext, Shopify/Amazon, your core bank feeds, and any multi-currency or spend platforms (Wise, Payoneer, Pleo or Airwallex).
2
Weeks 1–3

We verify the data flows

Before we start processing live data, we make sure your financial "pipes" are clean.

◆Mapping review. We audit your integration settings (A2X, Link My Books or Unleashed) to ensure VAT rates, merchant fees and SKU categories are mapping correctly to your Xero ledger.
◆Tech access. We run a high-level diagnostic of your last quarter to flag any obvious data errors or broken bank feeds. If we find significant historical errors that need extensive retroactive fixing, we'll pause and quote that separately as a Data Clean-Up Project before proceeding.
3
Weeks 1–3 · Growth Engine & Virtual CFO

We wire up payments and receivables

For Growth Engine and Virtual CFO clients, we set up the money-movement workflows.

◆Payment & spend workflow. We integrate your accounts payable system (Apron or Modulr) and review your corporate card setup (Pleo or Airwallex). We agree your weekly "Payment Day" and establish the digital approval process for supplier bills.
◆Accounts receivable handoff. If applicable, we take over your B2B/wholesale debtor list, integrating automated credit-control software (Chaser or Satago) to politely chase unpaid invoices while preserving your brand's tone of voice.
4
Week 4

The kick-off call

Once the data is flowing cleanly, we jump on a high-impact 30-minute kick-off call to:

◆Confirm your monthly reporting deadlines and data upload days.
◆Walk you through your new Xero dashboard and our reporting format.
◆Virtual CFO only. Begin the initial data collection for your cashflow forecasting and proactive tax-planning review.

Our guarantee

Provided you grant the requested system access promptly, we aim to have your entire e-commerce finance function fully migrated, integrated and operational within 30 days of signing.

Ready to qualify for a Discovery Call?

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