Onboarding Process
Our Onboarding Process
What to Expect When You Join Finafaze
We make getting started simple and stress-free. Here’s how we welcome you on board — with clear steps, expert support, and a smooth transition from day one:
Step 1
Discovery Call / Initial Consultation
We begin with a free, no-obligation call to learn more about your business, your current setup, and how we can help. We’ll talk through your pain points, goals, and the services you’re interested in.
Step 2
Proposal & Engagement
After our chat, we’ll send you a tailored proposal outlining your service package, pricing, and how we’ll work together. Once agreed, you’ll receive a digital engagement letter to review and sign.
Step 3
AML Checks
As part of our compliance process, we’ll carry out Anti-Money Laundering (AML) checks. This includes identity verification and collecting a few key documents — it’s quick, secure, and required by law for all new clients.
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Step 4
Onboarding & System Setup
We’ll get access to your existing software (set up new tools if needed), gather any initial documents, and connect everything we need to get started. If your systems need improving, we’ll guide you through the best options.
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Step 5
Optional Software Training
If you’re unfamiliar with any of the tools we use, we’ll provide a short, tailored training session — helping you feel confident uploading receipts, accessing reports, and staying in the loop.
Step 6
We Get
to Work
With everything in place, we’ll begin handling your bookkeeping, payroll, VAT, or CIS — keeping everything up to date and fully compliant. You’ll receive regular updates, reports, and real-time insights into your business performance.
Step 7
Ongoing Support
​You’ll have ongoing access to us via email, WhatsApp, and phone. We actively monitor your accounts inbox (if required), chase suppliers for missing invoices, and offer day-to-day support — acting as a true extension of your business.
Onboarding that works for you — clear, secure, and designed to get you off to the best start.