Our Onboarding Process:
Simple. Clear. Stress-Free.
Getting started with Cook Solutions is easy.
We’ve streamlined our onboarding process so you can get organized and start seeing results quickly—without feeling overwhelmed.
6 Simple Steps
Fill out a New Client Form below.
Once we receive your completed form we will review the information within 48 hours. If anything is missing or needs clarification, we’ll reach out.
After review, you will be emailed a Welcome Letter to review and a Service Agreement to sign which will state your monthly total of services, based on your New Client Form. A deposit is required to secure services.
Upon receiving your signed Service Agreement and deposit, we will send you an email with a link to a secure Google Drive where you can upload the requested documents. Instructions for uploading documents can be found in the Welcome Letter.
Once everything is confirmed and documents collected, we’ll begin setting up your accounting file, systems access, and document structure. Work will officially begin on the start date agreed upon in the Service Agreement.
You will receive a monthly email which will include an invoice that details all services performed and any reports agreed upon in the Service Agreement.
Ready to Get Started?
Fill out the New Client Form below!