How we work
Clear from the start.
Practical from there.
A straightforward process, from the first conversation to ongoing support.
Tell us what needs attention.
A short conversation about your business, current finance setup and the tasks taking up your time. Tell us about your software, records and any important deadlines.
Agree the work.
We define the services, responsibilities, timing and fees. If a new tool or subscription is needed, that is discussed before we proceed.
Get things organised.
We agree access and document-sharing arrangements, organise the records and plan any handover from your existing provider.
Settle into a routine.
We agree how often records are updated, what reports are needed and how questions and approvals will be handled.
Adapt as your business changes.
If the workload grows or a repetitive task could be improved, we discuss changes to the process and scope with you.
Your first conversation
No need to have
everything figured out.
A brief outline of your business and the help you’re looking for is enough. It is useful to know:
- Who handles your accounts today
- Which accounting software you use
- What is falling behind or taking too long
- Any deadlines we should know about
What would you like
off your to-do list?
Tell us about your business. We’ll work out where we can help.