Client Onboarding

We’re thrilled you are working with us 🎉 Let’s get started the right way.

What to Expect

Working with us is an investment in trust and time. Handing over payroll, HR, or bookkeeping isn’t easy — we get that. That’s why we put extra care into onboarding.

 

Our goal is simple: to ensure we have access to everything we need, so you can step back and breathe easily.

Before We Begin

  • ✅ Onboarding Fee must be paid in full.
  • ✅ First Month Retainer must be paid in full.
  • ✅ Access to your systems must be provided (view-only or actual statements, payroll systems like ADP/Gusto, QuickBooks, HR policies, donor systems, grant files, etc.).

We will get to work as soon as all three are complete.

Business Retainer Packages

Core Ops Partner

$1,500–$2,500/mo
Onboarding $750–$1,000

 

Fractional HR/Finance Manager

$3,500–$4,500/mo
Onboarding $1,500

 

Strategic Partner

$5,500–$7,000/mo
Onboarding $2,500

 

Fractional Back-Office Director

$7,500–$10,000+/mo
Onboarding $3,500–$5,000

 

Nonprofit Retainer Packages

Essential Nonprofit Partner

$2,500–$3,500/mo
Onboarding $1,500

 

Growth Partner

$4,500–$6,000/mo
Onboarding $2,500

 

Strategic Nonprofit Director

$7,000–$10,000+/mo
Onboarding $3,500–$5,000

 

Next Steps

  1. Fill out the onboarding form: Complete Form
  2. Pay both the onboarding fee and the first month’s retainer. (An invoice will be sent)
  3. Provide system access (payroll, bookkeeping, HR policies, donor systems, grant files).
  4. Book your kickoff call: Schedule Now

We honor your trust and your investment of time. Once you’ve completed these steps, we can roll up our sleeves and get to work.

Questions? Email me at womendostuff@gmail.com.