Launches & Transactions · Pricing
Vendor & Portal Cutover
Starting at$1,250one-time
What the price covers
25 vendor account/portal updates; verification and change log
What we do
- Establish the vendor/portal cutover checklist and change-control record
- Update authorized vendor/portal records; independently verify bank-detail changes
- Resolve rejected changes and missing confirmation records
- Review the cutover log and unresolved ownership
What you get
Verified vendor/portal change register and remaining-action list.
Not included
Ongoing accounts payable after the cutover.
Included in
Every Step. All 14.
- 01List the 25 vendor accounts and portals to changeCutover planning · Operations
- 02Confirm approved entity and payment detailsCutover planning · Operations
- 03Create the change and verification registerCutover planning · Operations
- 04Prepare each vendor or portal's requested details25 updates · Operations
- 05Submit the authorized account-change request25 updates · Operations
- 06Call each vendor on an independently sourced number to verify changed payment details25 updates · Operations
- 07Check that the accepted change matches the approved request25 updates · Operations
- 08Save confirmations in the cutover register25 updates · Operations
- 09Read rejected-change or missing-information requests5 difficult updates · Operations
- 10Obtain the specific correction from its owner5 difficult updates · Operations
- 11Resubmit and record the final status5 difficult updates · Operations
- 12Review unconfirmed or sensitive changesCutover review · Project lead
- 13Assign remaining vendor or portal actionsCutover review · Project lead
- 14Hand off the accepted records to ongoing operationsCutover review · Project lead
More In Launches & Transactions
All 8 servicesTransition Project Management$3,075 one-time1 transition workplan; 4 weekly status meetings; up to 16 coordination hoursCustomer Communications & Remittance Cutover$750 one-timeUp to 50 customer notices; 1 approved message; up to 3 standard portalsBank & Card Account Setup Coordination$325 one-time1 bank; up to 2 accounts and 1 card program; approved signersOpening Balances & Acquisition Accounting Handoff$2,000 one-time1 entity; approved opening balance sheet and up to 10 adviser-approved closing entries