Personal Onboarding
A guided session to understand how the business earns, spends, bills, stores records, and prepares for important deadlines.
Included on
Finance Concierge and Complete Business Back Office
Services
Guided setup for businesses that want more than software access.
Empire implementation services help turn existing records, responsibilities, and workflows into a configured Empire workspace.
What an engagement actually involves
Most businesses arrive with records that exist but are spread across spreadsheets, inboxes, payment platforms, and folders. The work is not data entry for its own sake. It is deciding how income, expenses, clients, documents, and recurring responsibilities should be structured so the workspace stays accurate once you are running it yourself.
Every service below is scoped in writing before it starts, so you know what will be configured, what you need to supply, and where the engagement ends.
Workspace Configuration
Set up relevant financial categories, clients, document structures, recurring tasks, and operational views.
Included on
Finance Concierge and Complete Business Back Office
Existing-Record Organization
Bring invoices, receipts, contracts, statements, and other business records into a clearer structure.
Included on
Business Setup System and above, expanded on guided plans
Custom Workflows
Configure invoice follow-ups, document collection, monthly reviews, tax preparation, and recurring business processes.
Included on
Finance Concierge and Complete Business Back Office
Tax-Readiness Review
Review whether the records needed for professional review have been organized and identify missing information.
Included on
Complete Business Back Office
Priority Assistance
Receive higher-priority help with setup, records, exports, configuration, and platform workflows.
Included on
Finance Concierge and Complete Business Back Office
What is outside scope
- Professional accounting, tax, legal, or financial advice
- Filing, submission, or representation before any authority
- Verification of the accuracy of the figures you supply
- Reconstruction of records that do not exist
- Guaranteed compliance or guaranteed outcomes of any kind
What you provide
- A description of how your business earns and spends
- Access to the records you want organized
- Your priorities for the first month of the workspace
- The people who should hold each recurring responsibility
Professional accounting, tax, legal, and financial advice is not included unless separately supplied by a qualified third party.
How an engagement runs
Step 1
Scope
We agree what will be configured, which records are in scope, and what success looks like at the end of the engagement.
Step 2
Structure
Your workspace is set up: categories, clients, invoice patterns, document organization, and recurring responsibilities.
Step 3
Transfer
You are walked through the workspace as it now stands, so the structure is understood by the people who will maintain it.
Step 4
Review
A follow-up check confirms the workspace is being used as intended and adjusts anything that does not fit how you work.