New Accountant Onboarding & Month-End Close Process Handover

April 01, 2026 at 10:02 AM|50 min
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Bottom Line

Speaker B is onboarding Speaker A as the new accountant, with a focus on transferring month-end close responsibilities from an outsourced firm. The handover timeline will be finalized in about a week, aiming for a 1.5-2 month transition.

Key Takeaways

Onboarding Status:: Speaker A is being granted access to key systems (bank accounts, Bill.com, email aliases) and introduced to main stakeholders (Michelle, Donna, Jessica) for daily operations.

Month-End Process:: The core immediate task is for Speaker A to review the existing month-end checklist and files in Google Drive to understand and potentially improve the closing workflow.

Tool Familiarization:: Speaker B demonstrated CloseBook's features for budgeting, variance analysis, and consolidated reporting, which will be a primary tool for management reporting.

Role & Responsibilities:: Speaker A will handle payment application, invoice processing, and AR/AP aging reviews, but will not contact customers directly for collections (handled by Michelle's team).
Action Items
Review the month-end checklist and related files in the shared Google Drive to understand the current close process and identify potential improvements. — Speaker A
Prepare questions for the call with the outsourced accounting firm (Crew) regarding daily tasks and the month-end close process. — Speaker A (due 2025-03-19)
Provide Speaker A with access to Bill.com, relevant email aliases, and bank accounts. — Speaker B
Send Speaker A an updated org chart and entity structure chart to clarify reporting lines and intercompany relationships. — Speaker B
Finalize the handover cutoff date with the outsourced firm within the next week, based on Speaker A's readiness assessment. — Speaker B
Decisions
To schedule a handover completion date with the outsourced accounting firm (Crew) in about a week, with a target transition period of 1.5-2 months. — Speaker B
To begin the search for a junior accountant to report to Speaker A, targeting a start date around April 15th. — Speaker B
Topics
Onboarding & System Access Month-End Close Process CloseBook Tool Demo Daily/Weekly Operational Tasks Handover Timeline from Outsourced Firm Stakeholder & Org Structure Budgeting & Variance Analysis

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