Onboarding with Gaby

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[/vc_column_text][vc_column_text el_class=”subtext centertext”]Your support starts here[/vc_column_text][ultimate_spacer height=”90″][/vc_column_inner][vc_column_inner width=”1/2″][/vc_column_inner][/vc_row_inner][ultimate_spacer height=”150″ height_on_tabs=”120″ height_on_tabs_portrait=”120″][/vc_column][/vc_row][vc_row bg_type=”bg_color” el_class=”gap50″ bg_color_value=”#ece6e0″][vc_column][vc_row_inner el_class=”container”][vc_column_inner width=”1/12″][/vc_column_inner][vc_column_inner width=”10/12″][vc_column_text el_class=”largeheading paddedboth”]

We’re so excited you’ve chosen Encurio to help you improve and grow your business. The whole team is excited to get to know you better.

Here you’ll see what’s going to happen in the upcoming weeks and months and what you can expect from this partnership.

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What happens next

Your first few months with Encurio

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Schedule your onboarding call

Get the ball rolling in the first week.

  • Your advisor will reach out to schedule and get the ball rolling.
  • Keep an eye out for scheduling from your advisor
  • This call will be 1 hour.

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Give us access to your systems before your onboarding call

Watch the video from your Advisor on how to do this.

  • Add us to QuickBooks Online.
  • Add us to your bank accounts, payroll processor, credit cards, Square, Shopify, your POS, Etsy, Amazon, PayPal, etc.
  • Tutorials are at the bottom of this page.
  • If you’re able to complete this before the onboarding call, we’ll be able to use your onboarding call more strategically.

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We’ll take care of initial project work

Our first priority is to take care of project work that was identified during the discovery process.

  • This could take anywhere from 2 weeks to a couple of months, depending what work needs to be done.
  • We’ll present results and deliverables via email or schedule an additional call if necessary.

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Then, we’ll switch over to monthly work

Once initial projects and clean ups have been taken care of, we’ll move into monthly services.

  • You’ll hear from the Encurio team by the 13th of the month to ask questions.
  • Your financials will be delivered by the 20th of the month to your accounting portal.

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How we’ll work together

[/vc_column_text][ultimate_spacer height=”30″ height_on_mob_landscape=”0″ height_on_mob=”0″][vc_column_text el_class=”largeheading centertext”]When you choose Encurio, you get a partner in your corner. We see great partnership as a two-way street. There are some concrete things we can expect of each other.[/vc_column_text][ultimate_spacer height=”30″ height_on_mob_landscape=”0″ height_on_mob=”0″][vc_column_text el_class=”largeheading arrow-after”]

Together we agree to be:

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  • Any questions we have will be in your portal by the 13th.
  • Your financials will be delivered by the 20th of your time period (either the month of the quarter or each month).


  • You’ll receive questions about your last month’s transactions by the 13th, you have until the 20th to respond. If you don’t respond we deliver financials by the 20th, as is.
  • Provide us with answers and input so that you don’t have to search for the answers months later.
  • Best practice: Schedule fifteen minutes a week to review your transactions to save yourself the headache of doing it all at once.

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  • We’ll respond to questions within 48 hours or so.
  • We’ll communicate about changes in the accounting world that effect your taxes or business. We’ll filter out the bullshit for you.


  • If you have an emergency, call our office. Don’t panic. Someone on the team will be able to help you find a solution.
  • Keep us up-to-date with what’s going on with you and your business.
  • Try not to give us info last minute – that’s the best way to avoid emergencies.

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  • If we see something, we’ll say something. If anything seems off, we’ll point it out.
  • We’ll reach out well before a deadline.
  • We’ll look ahead when it comes to your planning and strategy.


  • Keep us up to date ahead of any changes you are planning in your business so we can help you be strategic and proactive, particularly during your tax planning session.

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  • When your business grows, you’ll need more. You can expect a notification ahead of time if something out of scope comes up and we need to change billing. You can expect approximately a 7-10% increase per year as your business grows. We’ll give you at least a 30 days notice.
  • You can expect a holistic approach. We’ll want to get to know you and understand your full situation, so we’ll ask a lot of questions.
  • You’ll get collaboration directly from your advisor.


  • If you’re confused, ask! Let us know when you have questions and when you need to make a change or decision.
  • Be curious about how things can be better and what you can do better.
  • Tell us how we’re doing. We’ll periodically send a survey to fill in. We’re open to your ideas; if something we’re doing isn’t working for you, let us know.

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Start by scheduling your kick-off call

The faster you get this call booked, the faster we can take care of the initial project work agreed on in the discovery process. Look for an email from your advisor. Let’s get moving![/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″][vc_btn title=”Book a call with Gaby” style=”custom” custom_background=”#f78f37″ custom_text=”#ffffff” align=”center” link=”url:https%3A%2F%2Fencuriohq.com%2F%3Fs%3Donboarding|target:_blank” el_class=”generalbtn orangebtn centerbtn”][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row el_class=”gap50″][vc_column][vc_row_inner el_class=”container”][vc_column_inner][vc_column_text el_class=”largeheading paddedboth”]

Helpful resources for new clients

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