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Onboarding

What to send in week one

A complimentary call is short. A real start is a defined pack. This is the pack.

We can tell, in twenty minutes, whether a file is “keep current,” “wind down,” or “recover the books first.” We cannot file, change a director, or stand up 1C on a conversation. The week-one pack below is enough to screen, price a fixed scope, and open.

If pieces are missing — and they often are, because the local director left with the laptop — say so. A signed statement that “we do not have years 2022–2023” is more useful than waiting another month for a ghost.

After SDN screening and the engagement letter, tax and corporate onboarding is typically two to three weeks. Director and address changes run in one to two. IT stand-up is two to four. Those clocks start on the pack, not on the first call.

Takeaways

  • EGRUL extract, charter, last filings, 1C or a trial balance, director list, leftover FTS letters.
  • A one-paragraph objective: hold, liquidate, or recover data.
  • Missing documents are a workstream, not a reason to wait.

This is not legal advice. See the legal notice and the sanctions framework.

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