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How to Onboard an Outsourced Accounting Team

This presentation by EXO Edge outlines a 3-step process to onboard an outsourced accounting team: prepare internally, execute structured onboarding, and monitor performance for continuous improvement. It ensures smooth integration, clear communication, and long-term success.

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How to Onboard an Outsourced Accounting Team

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  1. How to Onboard an Outsourced Accounting Team Presented by: EXO Edge

  2. Step 1: Prepare Internally Before Bringing in the Team Define scope of work and responsibilities Gather key documentation: SOPs, chart of accounts, reporting templates Identify internal points of contact Set clear timelines and onboarding schedule

  3. Step 2: Structured Onboarding for Seamless Integration Introduce team members and roles on both sides Provide system access, software credentials, and workflow orientation Conduct training sessions on company processes and expectations Schedule frequent check-ins during the first 30–60 days

  4. Step 3: Evaluate, Adapt, and Optimize Monitor KPIs and track deliverables Gather feedback from both internal and outsourced teams Address gaps quickly and adjust processes as needed Document learnings to improve future onboarding cycles

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