What your team should prepare before onboarding.
Prepare restaurant contacts, system names, reporting dates and the first priority for Ready Margin onboarding. Detailed records follow through the agreed process.
Book your free demoName the people involved
Identify who supplies statements, confirms deliveries and hours, answers accounting questions and authorizes payroll or payments. Include existing providers or advisers who need to join the handoff.
List systems and the current reporting position
Note the POS, accounting, payroll, scheduling and inventory tools used by each location. Identify the last completed close and recurring deadlines. System names are enough for the first discussion.
Choose the first priority
Explain whether the urgent issue is overdue books, a payroll cycle or a business decision. We use that information to agree the sequence and first review date; detailed files are shared after the access process is confirmed.
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Discuss the work your restaurant needs covered.
Tell us the work you need covered. Your first demo is free; a written proposal confirms the service, responsibilities and fees.
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