A well-executed onboarding sets the foundation for everything that follows. When records, systems, and trust structures are established correctly from the outset, ongoing management becomes clearer, safer, and more efficient.
Our onboarding service is designed to help strata managers transition confidently, ensuring financial records and operational systems are set up accurately and in line with trust accounting requirements from day one.
Onboarding focuses on establishing a clean, reliable starting point. This includes:
Where needed, we also review incoming documentation and workflows to identify gaps or inconsistencies early.
Onboarding is typically engaged when:
Addressing issues at onboarding prevents compounding risk later.
We take a methodical, evidence-based approach. Rather than assuming data is correct, we verify it. Where discrepancies exist, they are resolved using supporting documentation and clear audit trails.
This ensures trust accounts, systems, and reports can be relied upon moving forward.
Onboarding is a dedicated, once-off service and is always charged separately.
It is not included in hourly or retainer arrangements.
Pricing is structured by scheme size and complexity, reflecting the volume of data and level of validation required. A tailored scope is provided following an initial review.
A structured, defensible starting position — with confidence that systems are configured correctly, balances are accurate, and ongoing work is built on solid foundations.
Complete the form and a member of our team will be in touch to discuss your enquiry. All information is treated confidentially.