How to get started with Blendy
A structured onboarding program for SMEs with over €500K in revenue
Blendy exclusively supports established, structured and ambitious companies.
Our clients are SMEs in the digital, SaaS, eCommerce, IT services, or international sectors, with annual revenues exceeding €500,000. They already use several digital tools and want to structure their financial management to accelerate their growth.
Our onboarding process was designed for one thing:
to ensure a smooth, strategic start without any accounting disruptions.
STEP 1 : Initial strategic diagnosis
It all starts with a structured exchange.
During this initial meeting, we analyze:
-
Your stage of growth
-
Your current financial organization
-
Your short and medium term challenges
-
Your potential international dimension
-
Your existing tool stack
This exchange allows us to validate the alignment between your needs and our support method.
If we feel we are not the right partner, we will tell you immediately.
STEP 2 : Strategic Alignment & Vision
You then have a discussion with a senior chartered accountant from the Blendy team to better understand your vision.
Let's delve deeper:
-
Your growth objectives
-
Your cash flow problems
-
Your potential need for CFO management
-
Your international challenges (establishment, taxation, multi-entity)
-
Structuring your finance team
This meeting helps to identify areas for optimization and to clarify the scope of intervention.
STEP 3 : Audit of your finance stack
Blendy has historically been a pioneer in the use of digital tools (QuickBooks, Dext, Pennylane, Finthesis...).
During this step, we conduct a thorough audit of your application environment and analyze the consistency of your finance stack:
-
Accounting software
-
Billing tools
-
Expense Management
-
Payments
-
Reporting
-
eCommerce / SaaS Integrations
The objective is to be able to lay the foundations for effective and scalable financial management.
STEP 4 : Action plan & customized proposal
We present you with a clear strategic action plan.
This plan includes:
-
The exact scope of our mission
-
Respective responsibilities
-
Support options (accountant, CFO, international)
-
Transition times
-
Recommended tools
-
The intervention methods
Each proposal is structured to support growth, not simply to produce accounting.
We detail our fees with complete transparency, in line with the value created.
Why our method differs from a traditional accounting firm
Your Advantages
-
A seamless accounting transition
-
A secure data transfer
-
A clean recap of the historical record
-
A gradual increase in power
-
Quick visibility into your key indicators
The onboarding phase is usually completed in a few weeks, depending on the complexity of your organization.
Our Difference
-
We structure your finance stack from the outset
-
We work with high-performance digital tools.
-
We talk about growth before compliance
-
We are integrating the international dimension
-
We think like strategic partners
Our goal is to structure your financial management to support your expansion.
For whom
-
Digital companies
-
SaaS
-
eCommerce
-
ESN
-
international SMEs
-
Turnover exceeding €500K
If your company is in a structuring or acceleration phase, our method is designed for you.