On-Boarding Success Guide

Welcome to the GBC Community! We are excited you have chosen to work with us. This is your welcome guide for everything you will need to begin working with us.

We will communicate with you via Slack hub, and Zoom throughout your on-boarding process. Please make sure to dedicate at least 2-3 weeks on your schedule to complete the below steps in order for us to begin work.

Complete many of the steps as you can before our on-boarding meeting.

Step #1 - Activate Your Sharefile Account

You will receive a separate email with your login credentials to activate your account and change your temporary password. Activate your account within 24 hours.

Step #2 - Activate Your Slack Account

You will receive an email invitation into the designated Slack workspace we have created for you. Activate your account and review the “Getting Started” channels.

Step #3 - Book Your Onboarding Meeting

Schedule your 1-hour onboarding meeting by clicking on the below button. During this meeting, we will discuss your required homework, our communication tools, and answer your questions.

Step #4 - Complete your Homework

Log into your Sharefile account by clicking the button below and review the homework checklist inside your Sharefile "Getting Started" folder. Upload the requested documents.

Step #6 - Quick Reference Sheet

Review the "Quick Reference Cheat Sheet" uploaded in the Getting Started Sharefile folder. Bookmark all of the links in your browser for easy access. We have also pinned a copy in your Slack "Getting Started" channel.

Step #7 - You made it!

Congraulations, you have successfully completed our onboarding process. We are ready to begin the process of setting up your accounting systems to update your books.