Your First 90 days with Corridor Consulting
From Financial Chaos to Complete Clarity
A structured, proven process that transforms your business finances from overwhelming to organized in just three months.
What Happens After You Sign On?
As a business owner, you’ve likely felt drowning in financial paperwork and uncertainty. Maybe you don’t fully understand your accounting systems, can’t make sense of your financial statements, or worry about potential tax issues lurking beneath the surface.
When you partner with Corridor Consulting, you’re not just hiring accountants—you’re gaining a team dedicated to bringing order to your financial chaos through a methodical, transparent 90-day onboarding process.
We don’t just process your numbers. We build the foundation for your financial confidence and strategic decision-making.
The 90-Day Journey
Day - 0
Initial Strategy Session
Setting the Foundation
Your first operational interaction with our team after signing on. This is where we lay the groundwork for everything that follows.
What Happens:
- Meet your dedicated client manager
- Review expectations established during our sales process and align on goals
- Discuss your current processes for invoicing, payments, bills, and banking
- Gather comprehensive information about all financial accounts and systems
- Uncover additional details that inform our approach
- Establish best practices and communication protocols
Common Concern:
“I feel uneasy about handing over all my financial details—it feels overwhelming and a bit intrusive.”
That feeling is completely normal. Many clients share the same worry at first. Our questions aren’t about judgment; they’re about seeing the full picture so we can design solutions that truly fit your needs. A little discomfort now builds the foundation for lasting clarity, confidence, and relief.
How You’ll Feel: Clients often tell us it feels like a burden has been lifted. For the first time, someone is sitting beside them, sorting through the financial details they’ve been stressing over—or putting off. It’s the first step toward turning uncertainty into clarity and bringing structure to the chaos.
Days 1 - 45
Organizing & Deep Cleanup
Building Your Financial Foundation
While our team works behind the scenes organizing and making sense of your financial information, you’ll notice the financial weight beginning to shift from your shoulders to ours.
What We’re Doing:
- Reviewing past tax returns to identify opportunities and potential issues
- Organizing and cleaning up your chart of accounts
- Setting up systems and routines for future financial management
- Reconciling bank accounts (sometimes going back several years if necessary)
- Developing a comprehensive picture of your business finances
- Providing weekly updates on progress and what we need from you
Common Concern:
“What if my books are a mess when I start?”
That’s exactly why our onboarding process exists. We’re experts at untangling disorganized records, reconciling accounts, and building systems that actually work. What feels like a “mess” to you is simply the starting point for us—not a roadblock.
Your Role: This stage works best as a collaboration. We’ll occasionally need additional details or documents from you, and timely responses help us keep everything moving without delay. Think of it as a team effort—together we’re laying the groundwork for a strong and reliable financial foundation.
Day - 45
Second Strategy Session
Revealing the Complete Picture
This is an exciting milestone where you see the first fruits of our work together. For many clients, this is the first time they’ve seen real, reliable numbers that tell their business’s financial story.
What We’ll Cover:
- Present your first organized financial statements
- Explain how we’ve structured and cleaned up your financial information
- Address any tax issues discovered and present a resolution plan
- Gather your feedback and make necessary adjustments
- Begin discussing basic metrics and goals for your business
- Transition from cleanup mode to establishing ongoing systems
Common Concern:
“What if you discover my business is in worse shape than I thought?”
Clarity—even if it’s not what you were hoping for—is always better than the stress of uncertainty. If we do find challenges, we’ll pair them with clear, actionable solutions to move things forward. Many clients actually feel a sense of relief once everything is on the table, because knowing exactly where you stand is the first step toward meaningful improvement.
What You’ll Experience: Clients often describe this session as both comforting and eye-opening. Some discover their business is healthier than expected, while others gain insight into areas that need attention. Either way, the uncertainty is gone—you leave with a clear, accurate picture of where things stand.
Days 45 - 90
Building Ongoing Systems
From Setup to Strategic Partnership
We focus on implementing the routines and rhythms that will support your business long-term. This is where the real transformation begins to take hold.
What Happens:
- You start receiving regular, accurate financial statements
- Sales tax gets paid on time, every time
- Required filings are processed efficiently
- Cash management systems are fully implemented
- We begin asking strategic questions about business performance
- Education component begins—learning to read and use your financial data
Common Concern:
“After all this setup, will I really understand my finances—or just end up with more confusing reports?”
Our goal goes far beyond producing reports. We want you to feel confident reading them and applying what they show. That means teaching you how to interpret your financial statements, focus on the key metrics that matter, and use those insights to make smarter, more informed business decisions.
The Shift: By day 90, we transition from cleanup to strategy. With accurate financial data in hand, we can start discussing how to optimize your business—adjusting prices, managing costs more effectively, or planning for growth. You become part of a financial partnership that provides both peace of mind and strategic advantage.