Welcome, Let’s Get You Onboard

Thank you for choosing Ascendant. We’re excited to take you on your business’ growth journey and to help deliver its full potential.

Next Steps: 3 Key Actions

Thanks for accepting our proposal! We’re thrilled to have you onboard and even more excited to help you reach your goals. To get started, we first need you to complete a few key actions outlined below.

Key Action 1: Set Up Payment

Invoices will be for the 1st of each month and direct debits for the month will go out just after.

Setup Direct Debit

Key Action 2: Bookmark Launchpad (Coming Soon)

Launchpad is a place to access all your finance software, services, and team in one place. We recommend creating a bookmark to Launchpad on your device.

Launchpad

Introducing… Launchpad

We have created a handy business Launchpad for you to use to get lots of business tasks done whenever you like, quickly and easily. Think of it like a remote control for your business where you can book a call with the team, check your business post, tell us about business updates and a whole lot more.

Go to Launchpad
24 Hour Access

Access Launchpad 24/7 by clicking the top sign-in button on the website.

Works

On desktop, mobile and tablet (the more complex stuff is better on desktop)

Password

Coming Soon.

Helps

You book calls, update payroll, share information, pay taxes, and more.

Key Action 3: Complete the Onboarding Questionnaire Below

Complete the online form so we can get to know you and your business even better. We may request additional information from you to help get you set up.

Questionnaire

What to Expect? Our Onboarding Process

We’re thrilled to have you on board and look forward to supporting you in achieving your business goals. Our aim during the onboarding process is to get you set up quickly and smoothly so you see the value of our partnership straight away.

To ensure everything is up and running as efficiently as possible, we’ll guide you through each step and make sure your accounts, systems, and records are aligned with our processes. Along the way, we might uncover areas that need attention—this is completely normal and part of ensuring your business finances are in the best possible shape. If we identify any issues, we’ll discuss them with you promptly and work together to address them.

Your dedicated onboarding team is here to answer any questions, keep things on track, and ensure the process is straightforward. We’re committed to making the transition seamless so you can focus on growing your business with confidence, knowing your finances are in safe hands.

We’re excited to get started and will be in touch shortly to begin the process!

Onboarding Steps for Accounting Services

  • We’ll gather key information about your business, including financial records, tax filings, and compliance needs.
  • If you don’t have systems in place, we’ll recommend tools to get started.
  • We’ll review your current processes and identify areas for improvement.
  • A clear plan will be created to transition your accounting smoothly to our team.
  • We’ll set up or update your accounting systems for efficiency.
  • Data migration will be handled if needed, ensuring everything is accurate and ready.
  • Your accounting services will officially start, including transaction processing, compliance reporting, and basic management reporting.
  • Communication channels will be established for ongoing support.
  • We’ll gather your feedback and make adjustments to ensure everything works perfectly for your business.
  • Ongoing support will be provided for compliance, reporting, and any advisory needs.

Onboarding Steps for Your Smart Finance Function

  • We will set up an onboarding call which will be a detailed session to get to know your business as well as gather key information for the transition.
  • This call will be a key knowledge transfer session, and we will review your existing finance systems and processes.
  • We will discuss your reporting needs and align them with your business goals.
  • We’ll create detailed designs for new processes and finance data structures as well as creating a tailored management information framework to meet your needs.
  • A comprehensive transition plan will be agreed upon, including registering for HMRC agent access.
  • By the end of this phase, you’ll have better-controlled and more efficient processes ready for implementation.
  • We’ll set up any new systems that have been identified in earlier stages to enhance your processes.
  • We will cleanse data and improve finance systems and data flows.
  • Data migration will be handled if needed, ensuring everything is accurate and ready.
  • New processes will be implemented, and services such as transaction processing, period-end close, reporting, and CFO support will go live.
  • We’ll ensure the new processes and ways of working are embedded into your operations.
  • Your finance function will be aligned and working seamlessly with your business.
  • During this phase, we provide additional support to ensure a smooth transition to business as usual.
  • Feedback will be gathered to refine and improve processes further.
  • You’ll gain greater insight and a fully operational smart finance function.

By the end of this transition phase, your finance function will be efficient, well-controlled, and equipped to provide the insights you need to grow your business confidently. We’re here to support you every step of the way.

Your First 50 Days with Smart Finance Function

  • Mobilise team & schedule knowledge transfer session
  • Hold management information requirements session
  • Review finance system
  • Gather initial requirements
  • Hold knowledge transfer session
  • Detailed design of new processes
  • Design new finance chart of accounts/data structures
  • Design management information
  • Agree detailed transition plan
  • Register for HMRC agent access
  • Move and improve processes
  • Improve finance system, data flow and ways of working
  • Cleanse data
  • Build managment information reporting
  • Cutover to new processes
  • Embed new ways of working
  • Services go live (transaction processing, period-end-close, reporting, CFO support)
  • Hypercare
  • Business as usual
  • Feedback & continuous improvement