Welcome to the team!
F irst, let me say we are excited to have you as a part of the company name team. Note that though our
teams are made up of freelancers, we are all in this together.
I am Andrew Viteri. I manage the team and help where needed. I am NOT an accountant so please
don’t expect me to answer technical questions. xxxxxxxxxxxxxxxxxxxxxxx. Consistency. Accuracy.
Simplicity. Keep these in mind and your work should run smoothly.
Notes about clients and your access:
●
●
●
●
●
●
●
●
●
●
e have regular meetings with many of our clients and when we have these meetings, we
W
try to record them. If ever these meetings pertain to you, we will be sure to let you know
otherwise you are welcome to review them whenever you like.
You will be granted access to the client folder for each client you are assigned. We utilize
GSuites so these are located in Google Drive. Click the shared with me tab and you will see
all client information.
We will also be granting you access to each system you will need for these clients. If you are
missing access to a system, please feel free to touch base with me or Andrew email. Please
be sure to keep all passwords and logins safe
All work is to be completed in either the client systems or in the Client folder in Google
Drive. Please do NOT save anything on your personal system.
We also utilize Google Chats and use both email and chats for communication.
We utilize TSheets. You will receive an invite shortly if you have not already received this.
Be sure to utilize this program while working on any client.
Please be innovative, responsive and helpful to your clients. Do not implement new ideas
without discussing them with your team lead but we want to hear about them because you
are the expert for your area of responsibility.
We have very clear instructions for your clients and policies and procedures for your area of
responsibility. Please read these very carefully and implement them as instructed. My
clients get nervous about talking to anyone other than me, so when anything is sent via
email, they are structured and scheduled as noted in your instructions.
A non-compete has been included in this email. Please complete and return.
There is a folder that has been shared with you that includes orientation videos. Please be
sure to watch these as they will shine light on clients, procedures, systems, etc.
T hank you for joining our team and I wish you success. Again, if you need anything, please contact me
directly.