How Client Onboarding Works with Blue Fox: An Overview of our Philosophy, Team and Process
Have you ever considered outsourced accounting services for your nonprofit? It can seem overwhelming at first to tackle all the moving pieces: getting your board of directors on board, choosing a provider (firm), preparing data and software for a transition, and finally the transfer of responsibilities and information. That’s why our team at Blue Fox put together this helpful guide to ease your mind: How Client Onboarding Works with Blue Fox. It’s an overview of our philosophy, team, and onboarding process from the very start of our relationship.
We aim to make client onboarding as seamless (and stress-free) as possible. Our goal is to get your back office financial operations up and running in the most efficient way. Simple as that! Then you can focus your time on bigger and better tasks like fundraising, public relations, events, and strategic planning.
Take a look at our guide today! It will explain:
Questions to ask yourself to determine if it’s time to outsource
10 reasons to outsource your nonprofit accounting (see our infographic)
About our Founder and our philosophy on client relationships
The relationship between our team and yours
How the 4-week onboarding process unfolds
We would love to hear from you!
Feel free to contact us with questions about the onboarding process, for a pricing inquiry, or just to chat.
We exist to help nonprofits build stronger, more sustainable organizations. Now that’s fox-tastic!
