Overview
Great work completing your Pre-Go-Live Checklist — that’s a major milestone in getting your account ready.
The next step is ensuring your financial starting point is set up correctly. This includes entering the opening balances for your tenant ledgers and bank accounts so your system accurately reflects your current financial position.
Getting these balances right from the beginning is important because it:
Ensures your financial reports are accurate
Helps keep your tenant ledgers aligned with real balances
Makes monthly bank reconciliation much smoother
Prevents discrepancies later on
How This Step Works
To make this process simple and accurate, we typically complete it together during a short bookkeeping call with our team.
During the call, we will:
Review your bank accounts
Confirm tenant ledger balances
Enter the correct opening balances
Ensure everything is aligned before you begin daily operations
This collaborative session helps make sure everything is set up correctly the first time, so you can move forward with confidence.
Important Note
Tenant and owner invitations are also sent during this call if they have not already been sent. This ensures all parties have access to their respective portals once your account is ready to go live.
What to Expect Next
Your onboarding specialist will coordinate a brief bookkeeping setup call to finalize your setup. Once this step is complete, you’ll be fully prepared to begin managing transactions, tenants, and reporting within the system.
If you have questions before your session, feel free to reach out to your onboarding specialist — we’re here to help ensure your launch is smooth and successful.