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Your onboarding as a client at BOOKKEEPERS in 5 clear steps

As soon as you come on board with us, we go through a clear and well-thought-out flow together. A logical step-by-step plan that offers something to hold on to. This way we fully tailor our approach to your needs.

Onboarding process

When you come on board with us, this is the flow we follow. A logical step-by-step plan. This way we tailor our approach to all your needs.
step 1

Introductory meeting

Online or on site, you choose how we get to know each other... We listen to your story and look at your needs together.

Come for a chat
step 2

Quote & approval

A transparent, tailor-made quote. Once agreed, we get to work.

Come for a chat
Step 3

Internal setup

We set up the administration and task planning according to the agreements made and, where applicable, arrange the handover of your bookkeeping with your previous accountant.

Come for a chat
Step 4

Introduction of your team

We introduce you to our onboarding manager and permanent team members, along with their contact details.

Our onboarding manager explains our tools (Exact Online, Yuki, Silverfin, …) and ensures the remaining administrative tasks are sorted out together. They also make time to answer your first questions.

Come for a chat
Step 5

Handover to your dedicated team

After onboarding, your personal team takes over the file and you are assured of continuous support.

Come for a chat