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New Client Onboarding Information

Key Contacts

Bill Vydra, CPA – Senior Manager
bill.vydra@cohesionba.com
Rachana Black, CPA – Client Liaison
rblack@cohesionba.com

John Mark Prewitt, CPA – Partner
jmprewitt@prewittcpa.com
Matthew Bonadona – Business Development
matt@cohesionba.com

 

Client Action Items

  • Signed Engagement Letter
  • Direct Debit Information
  • QBO Accountant Access (jmprewitt@prewittcpa.com)

Access Required

  • Accept ShareFile Access Invitation
  • Log-in VIEW ONLY Access and/or Statements for ALL:
    • Bank Accounts
    • Company Investment Accounts
    • Credit Card Accounts
    • Loans/Leasing Agreements
      • Equipment
      • Vehicles
      • Etc
    • Loans/Leasing Agreements
    • Lines of Credit
  • Payroll System Access (View only)

Documents and Information Needed

  • Operating Agreements
  • Previous 2 Years Tax Returns (Inclusive of Depreciation Schedules)
    • Entity
    • Personal
  • Contact Information for Existing Client Team Members

 

Onboarding Schedule

Discovery Phase

  • Weeks 1 & 2
    • Onboarding Kick-Off Meeting
      • Introduction to Cohesion Team
      • Define Roles & Responsibilities of all parties
      • Define Expectations
    • Conversion to QBO (if necessary)
    • Access Gained to Requested Info (see Client Action Items)
    • Learn Client Procedures
  • Weeks 3 & 4
    • Analysis of previous books
    • Working Progress Meeting
      • Deliver Findings
      • Request Additional Data
      • Answer Questions

Implementation Phase

  • Weeks 5 – 8
    • Weekly or Twice Weekly Call with Client Internal Staff
      • Guidance on New Procedures
      • Data Clarification
    • Complete Clean Up Work
    • First Monthly Financial Review Meeting

 

Ongoing Monthly Support

ALL Month

  • Consultative Calls, As Needed
  • A/P Management (If Applicable)

First 2 Weeks of Each Month

  • Data Entry for Prior Month
  • Adjusting Journal Entries Posted
  • Reconciliations Completed
  • KPI Generation (If Applicable)
  • Review/Oversight of Data
  • Variance Analysis Completed
  • Financial Reporting Package Produced

Last 2 Weeks of Each Month

  • Monthly Financial Review Meeting
  • Follow Up Items From Meeting Completed

 
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Cohesion Wealth Advisors, LLC offers securities through SCF Securities, Inc. • Member FINRA/SIPC • Investment advisory services offered through SCF Investment Advisors Inc. 155 E. Shaw Ave., Suite 102, Fresno, CA 93710 • 800.955.2517 • 559.456.6109 FAX. SCF Securities, Inc. and Cohesion Wealth Advisors, LLC or any other entity on this site are independently owned and operated.