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Our team of CPAs will get you started and help you on each step.
Requiring little to no formal training, FloQast users are up and running closing their books typically in the following month after licensing.
Our competitors’ solutions typically take months to implement, requiring expensive third party consultants. All too frequently implementations stall and are only partially implemented.
FloQast’s implementation process is painless and is done entirely over the phone. Our set-up team of CPAs speak the language of accounting and understand how to best get your team up and running before your next close. Here’s what our process looks like.
1
First thing’s first, we’ll need some information from you in order to get the set-up process started. Once we get what we need, the FloQast team can jump in.
FloQast reviews setup documents and prepares a “mapping” document to illustrate the FloQast setup. At this point, FloQast will contact you with any questions and schedule the mapping approval call.
2
3
With the mapping document in hand, we’ll walk through the document with you and get your final approval before we begin setting you up in FloQast.
With our team of CPAs on the job, you know you’re in good hands with FloQast. Once we have completed the setup, we’ll notify you that you’re ready to start owning your close with FloQast.
4
5
Don’t worry, we don’t abandon you there. We’ll conduct an on-boarding and training session with your entire team before your first close on FloQast. Of course, general Q&A and best practices will be discussed.
This is our favorite part. After your first close, we’ll connect again to review the engagement and address any questions, concerns, or feature requests you may have. You’re already on your way to a more streamlined month-end close process, and we’ll be here every step of the way.
6
97%
Quality of Support
96%
Ease of Use
96%
Ease of Doing Business
94%
Likely to Recommend
Source: G2 User Satisfaction Ratings, June 29, 2020