Welcome
Thanks for choosing RizFin. We’re here to bring structure, clarity, and ongoing support to your financial operations—so you can focus on what matters most: running your business.
At RizFin, we understand how overwhelming finances can feel for many small business owners. That’s why our onboarding process for Irish business clients is designed to be clear, structured, and supportive. Whether you’re self-employed or managing a growing team, we ensure your financial setup starts right — giving you confidence, clarity, and peace of mind from the very beginning.
This guide explains exactly how our onboarding process for Irish business works — so you know what to expect, how to prepare, and how we’ll support you every step of the way.
📦 What to Expect During Your RizFin Onboarding
Our onboarding process for Irish business clients is designed to be simple, secure, and tailored to your unique needs. Here’s how we make it work for you:
1. Your Personalised Onboarding Pack
Within 2–3 business days of signing your proposal, you’ll receive your onboarding pack. This will include:
-
A clear checklist of information and documents we’ll need
-
Confirmation of your preferred platforms (Google Sheets, Xero, QuickBooks, Zoho, Sage)
-
A high-level timeline based on your agreed start date
Our goal is to ensure a smooth, organised transition to your new finance systems.
2. Timely Document Submission
To keep things moving efficiently:
-
Upload your documents within 7 days of receiving your onboarding pack
-
Or ensure documents are submitted at least 3 weeks before your start date
This allows us to begin setup promptly, so your services are ready to run on time. You can learn more about how we support small businesses through our services.
🔐 Secure Document Upload for Clients
Security is a priority throughout our onboarding process for Irish business clients. All documents are uploaded via your secure RizFin Client Portal, with your unique login details. This system ensures your sensitive information remains protected, organised, and easy to access.
Typical documents we request include:
-
CRO registration number
-
VAT, PAYE, or Corporation Tax details
-
Recent bank statements
-
Access to existing accounting software
-
Sample invoices, receipts, and payroll records
-
Year-to-date financial reports
💡 All document handling is fully digital and GDPR-compliant — no printing, no posting. For guidance on Irish business tax requirements, visit Revenue.ie.
💬 How Communication Works at RizFin
Communication is key to a smooth onboarding process for Irish business clients. We tailor our methods to suit your preferences and workflow:
| Purpose | Options (Your Choice) |
|---|---|
| Document submission | Secure RizFin Client Portal |
| Task management | Google Sheets, ClickUp, or Zoho |
| Meetings / Check-ins | Email, Zoom, Google Meet, or WhatsApp |
| Quick queries | Google Sheets, email, or WhatsApp |
We respond within 1 business day and schedule regular check-ins according to your service package.
🙋 Support Throughout Your Onboarding
We don’t just hand you a checklist and walk away. Our onboarding process for Irish business clients includes practical support, guidance, and flexibility. If something feels unclear or you’re facing delays, just let us know — we’ll work with you to keep things on track.
“Finance doesn’t need to feel overwhelming. With structured steps and clear tools, we’ll help you stay in control.”
✅ Why Our Onboarding Process Works
Here’s why our onboarding process for Irish business delivers results:
-
🔒 Secure & GDPR-compliant document handling
-
📊 Tailored tools matched to your business needs
-
🧾 Guided, structured onboarding with clear milestones
-
💬 Fast, reliable communication and support
At RizFin, we go beyond bookkeeping and payroll. We provide structured financial systems that bring clarity and confidence to your business. Visit our home page to learn more about how we support Irish businesses.
📅 Ready to Get Started?
Your personalised onboarding pack will be with you shortly. If you’d like to discuss any preferences — whether platforms, reporting frequency, or communication style — we’re happy to adapt to your workflow.
🔑 Why This Matters for Your Business
A clear, structured onboarding saves time, reduces errors, and ensures your financial foundations are solid from day one. With our onboarding process for Irish business, you’ll feel supported, organised, and ready to move forward with confidence.
