# Handover Planning for New Controller Veronica

**April 02, 2026 at 01:00 PM** · 28m 39s

### Bottom Line
Veronica, the new remote controller, is planning her onboarding and handover process with the existing finance team (led by Lottie) to take over accounting operations for three companies (Avon, HDR, VersaTal). The focus will start with daily operations like bank reconciliations and bill.com.

### Key Takeaways
- **Onboarding Plan:** Veronica outlined a three-phase handover process: understanding operations, shadowing the team, and then performing tasks under review before full ownership.
- **Team Structure:** The finance work is split between an India team handling daily reconciliations/AP, US-based managers for complex schedules/review, and Lottie as the final reviewer and main point of contact.
- **Access & Materials:** Veronica needs access to bill.com, bank accounts, and separate month-end checklists for HDR and VersaTal, which she initially lacked.
- **Starting Point:** Veronica will begin by learning daily bank reconciliations and bill.com processes to understand company operations, pending necessary system access.

### Action Items
- [ ] Provide Veronica with access to the separate month-end checklists/folders for HDR and VersaTal companies. — @Speaker B (Lottie) `high`
- [ ] Grant Veronica admin access to the bill.com instance. — @Speaker C (JD) `high`
- [ ] JD to provide Veronica with bank account logins for the relevant companies. — @Speaker C (JD) `high`
- [ ] Provide Veronica with a detailed team list including names, roles, seniority, and FTE allocation for each company to understand resource structure. — @Speaker B (Lottie) `medium`
- [ ] Veronica to send a proposed meeting schedule for handover topics, and Lottie to populate it with the best contacts and their available time zones. — @Speaker A (Veronica) and Speaker B (Lottie) `medium`

### Topics
Onboarding & Handover Plan, Team Structure & Roles, Month-End Close Process, System Access & Permissions, Daily Operations (Bank Rec, AP)

**Sentiment:** positive

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*Generated by Call Assistant on 2026-04-09 10:13*