Welcome to Ocelot onboarding
Our onboarding process ensures a smooth process and account handover. Going through our onboarding process allows the Ocelot accounting team to provide you with full accounting support based on you and your business’ needs. Throughout your onboarding journey, we want to make sure that we are supporting your goals as well as your finances.
Thank you for choosing Ocelot accounting to support you, we’re looking forward to starting this journey. Our onboarding hub will help to prepare you for everything coming up in the next few weeks and during your first year with us.
What happens next?
day 1
Admin & legal
On day one, we will organise all the admin and legal setup, such as ID checks and HMRC registration.
week 1
Software set-up
Within your first week, we will introduce you to some of our brilliant tech that helps you record your expenses easily.
month 1
Goal setting
In our first call, we will give you some guidance and get to know your goals as well as your financial plans.
month 3
Catch-up
After spending some time with us, we will have a call to see how you’re getting on and if you have any questions.
month 6
Data check-in
We’ll check the data we’ve gathered to make sure everything is looking good, and you can see how we monitor performance.
month 9
End of year review
At the end of the year, we make sure we’re ready to review our objectives and create new goals for the upcoming year.
