Rubino uses a precise onboarding process to introduce every one of our new clients to our accounting processes.
There are three major components to delivering services that are customized, responsive, and aligned with each of our client’s specific business needs.
The first phase is to develop, refine, and maintain an extensive understanding of each client. We start our research into some background documents about your organization, including your prior year’s financial statements. We take the time to learn your goals and objectives and tailor our approach to what would best help you succeed.
The second phase of our onboarding efforts is to ensure a highly customized and responsive accounting and tax advisory service. This involves the completion of research and other thought-leadership projects relevant to each client—and bringing the knowledge gained through such efforts to our clients.
The third phase involves assembling our team and performing internal training on the client’s organization, financial statements, and important ongoing operations and activities. We’ll work with the client’s management to refine our knowledge about their organization: its structure, practices, and operations. We staff each job in a way that ensures a constant depth of knowledge. In following years, we’ll continue to develop the staff to make sure that institutional knowledge of the client is not lost.
This onboarding experience allows Rubino to provide not only insight but personalized services in areas such as:
- Board governance matters
- Operating policies and procedures
- Strategic vision
- Financial projections
Focus on your business; leave the organization and planning to us.
With the Rubino Team, Anything Is Possible
With Rubino, there truly is strength in numbers. We are a nationally recognized leader in public accounting, financial services, tax advisory services, and regulatory consulting.