It outlines the onboarding sequence so no one is guessing what comes next.
By defining responsibilities and required documents upfront, it minimizes delays and rework.
It ensures the onboarding process aligns with regulatory, tax, audit, and internal control standards.
Clients receive a predictable, professional onboarding journey.
Accounting, bookkeeping, payroll, tax, audit, and advisory teams all follow the same structured workflow.
Improved margins, stronger compliance, better forecasting, and measurable operational efficiency.
WorkFlow Notice
RHI’s Workflow Notice is our internal communication tool used to inform our team members, clients, and stakeholders about the steps, expectations, responsibilities, and timelines associated with a new project onboarding process. It is our formal announcement and operational guide, ensuring that everyone involved understands what we need to do to get the job done.
Account MAINTENANCE
At this step we have our senior management put together an internal company profile into our system. We perform a due diligence check and request the company’s dossier (articles, certificates, EIN verification, org charts, etc.).
The SOW should outline all assigned personnel working on the account, an overview of the project expectations and findings, client and agency contact details, pricing details, and/or payment schedules.
If otherwise negotiated, we will need to ensure first month, last month, and R&R (research and review) fees are initially settled. We need to ensure an adequate amount of project funding is present in order to cover the large up-start costs incurred by the agency.
We’ll have a Project Accountant reach out and walk you through your RHI MyAccount. We have a credit card pre-authorization system in place to prevent late or missed billing from occurring. ACH and wire transfers are also available for preferred method of payment.
The RHI Workspace serves as the central nervous system to our business relationship. In this portal, you will have access to our secure Dropbox, task management, reporting, instant messaging, queries, timesheets, and deliverables. If you wish to use any external tools, there will be a licensing fee added to your bill monthly. Using our platform is free.
Alternatively, if you just wish to have access to just the secure dropbox, then you may pin this link to access your files in the cloud.This dropbox contains the same folders in the Workspace documents section. These platforms are linked.
Discovery
At this step we have our senior management put together an internal company profile into our system. We perform a due diligence check and request the company’s dossier (articles, certificates, EIN verification, org charts, etc.).
We simply have our CPA’s reverse-engineer the previous accounting methodologies previously used on the books. We have to review all past entries and establish a firm understanding of how we should be performing the bookkeeping and accounting duties moving forward.
Project Management
At this step we have our senior management put together an internal company profile into our system. We perform a due diligence check and request the company’s dossier (articles, certificates, EIN verification, org charts, etc.).
We set the deliverables for the remainder of the calendar year. All timesheets, reports, queries, and general tasks will be associated with each individual deliverable. We work in 45-day increments, not 30-day increments.
By now you should be able to access all portals and IM platforms. We do a quick systems diagnostics to ensure all is well with communications and access.
Please be advised that we only provide meetings with our Financial Advisory & Leadership services. End-of-Month meetings need to be negotiated into the original SOW.
FAQ
You can learn more from our FAQ’s
We support businesses worldwide. If you have a question that is quite specific to your region, please reach out to us directly at the emails provided below.
We support startups, scaling companies, and established enterprises across Canada, the U.S., and global markets. Our clients include SaaS and fintech companies, professional service firms, e‑commerce brands, retail groups, and cross‑border organizations that require accurate reporting, compliance, and strategic financial leadership.
Yes. We provide full‑service accounting, bookkeeping, corporate tax, and cross‑border tax solutions. This includes monthly financials, GST/HST/VAT and sales tax compliance, U.S.–Canada, & U.K structuring, and year‑end filings. Our goal is to keep your business compliant, audit‑ready, and optimized for tax efficiency.
Absolutely. Many clients come to us with outdated, incomplete, or inconsistent financial records. We perform a structured cleanup, rebuild your financials, and implement systems that keep everything accurate and up to date going forward.
Pricing is based on scope, complexity, and the level of support your business requires. We offer monthly packages, project‑based engagements, and fractional CFO retainers. Every proposal is customized to ensure you only pay for what you need.
Yes. While we have deep expertise in SaaS and fintech, we also support retail, hospitality, consulting, real estate, e‑commerce, and traditional service businesses. Our solutions are tailored to your industry and growth stage.
Yes. We provide audit‑ready financials, review engagements, internal controls assessments, and due‑diligence support for fundraising, acquisitions, and lender requirements. Our team ensures your financials are accurate, defensible, and professionally presented.
Absolutely. We collaborate with internal bookkeepers, controllers, and operations teams to strengthen reporting, improve controls, and streamline processes. We can also act as your full outsourced finance department if needed.
We work with leading cloud platforms including QuickBooks Online, Xero, Zoho, Stripe, Shopify, and modern FP&A tools. We also build custom dashboards, automation workflows, and integrated reporting systems tailored to your business.
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Yes. Our fractional CFO services include budgeting, forecasting, cash‑flow modelling, KPI dashboards, investor reporting, fundraising support, and financial strategy. You get executive‑level insight without the cost of a full‑time hire.
Your data is protected with encrypted systems, secure cloud platforms, and strict internal controls. We follow industry best practices for confidentiality, compliance, and data protection across all engagements.
Onboarding includes a discovery call, systems review, data migration (if needed), and setup of your accounting, reporting, and communication workflows. Most clients are fully onboarded within 1–2 weeks, depending on complexity.