# New Accountant Onboarding & Month-End Close Process Handover

**April 01, 2026 at 10:02 AM** · 50m 31s

### 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 `high`
- [ ] Prepare questions for the call with the outsourced accounting firm (Crew) regarding daily tasks and the month-end close process. — @Speaker A `high` (due 2025-03-19)
- [ ] Provide Speaker A with access to Bill.com, relevant email aliases, and bank accounts. — @Speaker B `high`
- [ ] Send Speaker A an updated org chart and entity structure chart to clarify reporting lines and intercompany relationships. — @Speaker B `medium`
- [ ] Finalize the handover cutoff date with the outsourced firm within the next week, based on Speaker A's readiness assessment. — @Speaker B `medium`

### 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

**Sentiment:** positive

---
*Generated by Call Assistant on 2026-04-09 10:11*