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What to Expect When Onboarding with a Property Accounting Outsourcing Company

his PDF provides a concise overview of the onboarding journey with a Property Accounting Outsourcing Company like EXO Edge. It outlines the structured transition process from initial meetings and data setup to the delivery of key financial reports within the first 90 days. The presentation highlights critical onboarding elements such as chart of accounts setup, AP/AR tracking, and compliance alignment.

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What to Expect When Onboarding with a Property Accounting Outsourcing Company

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  1. What to Expect When Onboarding with a Property Accounting Outsourcing Company Your Guide to a Seamless Transition and Long-Term Partnership Presented by EXO Edge

  2. Understanding the Onboarding Journey Partnering with a Property Accounting Outsourcing Company like EXO Edge begins with a structured onboarding plan designed to ensure clarity and continuity. Key steps include: ● Introductory strategy meetings ● Process mapping and documentation review ● Defining property-specific chart of accounts ● Data migration and access setup ● Identification of key contacts and communication protocols

  3. What You’ll Receive in the First 30–90 Days Your selected Property Accounting Outsourcing Company delivers tailored financial processes for your real estate portfolio. Deliverables typically include: ● Property-wise financial reports ● Accounts payable and receivable tracking ● Monthly close processes ● Budget alignment and forecasting inputs ● Compliance documentation and audit support All deliverables are aligned with your internal deadlines to avoid disruption and meet ownership expectations.

  4. Looking Beyond Onboarding A reliable Property Accounting Outsourcing Company like EXO Edge doesn’t just stop at onboarding. Ongoing support includes: ● Continuous improvement in financial workflows ● Dedicated account managers and CPAs ● Access to automated tools and dashboards ● Real-time reporting and financial insights ● Performance metrics and SLA adherence

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