Accounting and financial reporting can become an ongoing challenge for many growing businesses, particularly when internal teams are stretched thin, processes are inconsistent, or turnover disrupts continuity. At Calvetti Ferguson, we recognize how critical a reliable finance function is to support long-term success. That’s why we’ve developed a structured onboarding process to ensure our clients receive seamless support from day one.
A Thorough and Collaborative Start
Our onboarding process begins with a comprehensive review of your current accounting structure, systems, and documentation. Whether your business relies on cloud-based solutions or legacy processes, our team evaluates the full picture to understand existing workflows, pain points, and areas of inefficiency.
From there, we:
- Identify gaps in your current processes
- Assess risk areas across the finance function
- Recommend opportunities to streamline and improve workflows
- Customize our services to your specific industry and operational needs
Historical Clean-Up and Reconciliation
Clients often come to us knowing their previous accounting team didn’t maintain clean or reliable records. As part of our onboarding support, we frequently assist with historical clean-up, reconciling balance sheet accounts, and ensuring your financial data is accurate and complete.
This critical first step:
- Establishes a solid foundation for ongoing monthly close work
- Ensures the accuracy of historical data and balance sheet integrity
- Provides trustworthy financials for strategic decision-making
- Helps meet compliance and reporting requirements with confidence
Establishing Structure and Process
Once the initial review is complete, we implement our proven accounting framework—a process refined through years of experience with small to middle-market companies. Our structured approach ensures transactions are recorded accurately and on time while providing a predictable monthly close schedule. Depending on your current setup:
If you have internal staff, we:
- Partner with them to guide and support the transition
- Provide clarity on process expectations and roles
If you don’t have an internal team, we:
- Fully manage daily accounting operations
- Deliver detailed documentation to ensure consistency and transparency
Leveraging Technology to Drive Efficiency
Technology plays a critical role in modernizing and optimizing your accounting operations. As part of our onboarding process, we assess your current tools and introduce enhancements where needed.
We help by:
- Evaluating whether your current accounting software meets your business needs
- Implementing best-fit solutions to automate accounts payable, invoicing, and financial reporting
- Managing software rollout and implementation, ongoing maintenance, and team training to ensure smooth adoption
Dedicated Team, Ongoing Partnership
Onboarding is just the beginning of your partnership with Calvetti Ferguson. Each client is assigned a dedicated team that gets to know your business in-depth and manages transactions on an ongoing basis.
What you can expect:
- Regular monthly review meetings to analyze financial results and discuss business updates
- Insight from directors and partners to align reporting with your strategic goals
- Reduced turnover risk, since our internal team structure provides stability and continuity
- A long-term relationship built on accountability, responsiveness, and trust
Let’s Simplify Your Accounting
If your business is struggling with delayed closes, staffing challenges, or inconsistent processes, Calvetti Ferguson can help. Our onboarding process is designed to bring clarity, structure, and efficiency to your accounting, so you can focus on what matters most.
Contact Our Team
We partner with companies, private equity firms, and family offices to provide bespoke solutions to address their complex accounting, tax, risk, and advisory needs. Complete the form below, and a team member will contact you within one business day to discuss your specific needs.