How we work:
1. Discovery Call
We’ll learn about your business, team, and current financial setup. You’ll share your goals and pain points, and we’ll highlight where we can help — from bookkeeping to cash flow and reporting. We’ll also answer your questions and outline the next steps.
2. Initial File Review
We’ll review your current accounting system (or lack thereof), financials, and any prior reports. This helps us assess the state of your books and identify what needs cleanup, migration, or improvement.
3. Proposal & Onboarding
We’ll send over a proposal covering the scope of work, timeline, and pricing. Once approved, we’ll walk you through onboarding — including system access, bank and credit-card connections, and a kickoff checklist.
4. Cleanup & Setup
We’ll clean up your books (if needed), catch up on any missing months, and organise your chart of accounts. We’ll also set up or optimise your accounting systems to make sure everything runs smoothly going forward.
5. Ongoing Service & Support
We handle your monthly bookkeeping and deliver reliable financials on time. Depending on your service level, we also provide detailed financial analysis, performance insights, and strategic support — all tailored to your business.
