It all starts with
a quick call.
Book a discovery call.
See how we can help you.
This discovery call is an opportunity for you to meet us, learn about our services and how we’ve helped other clients in your position.
It’s also a chance for us to get to know you and your business, to understand your goals, challenges and see if it’s a good fit.
During this short meeting we’ll discuss:
- Your business goals
- Financial challenges you're facing
- Our services
- How we've helped clients in a similar position
Let’s book your free discovery call now.
Choose a time in the calendar that suits you.
Business hours
Monday to Friday
8.00AM – 5.30PM
Your onboarding process
Thinking of partnering with us? This is what you can expect.
Day 1
The intro
Complimentary call:You tell us about yourself & your business.We show you how we work with clients.What are your goals & values?Are we a good fit?How can we tailor our support?
Month 1
The handover
Smooth transfer:You sign up.We complete the boring / necessary admin stuff.We request and receive what we need from your previous accountant.We set your expectations for delivery of compliance work.
Month 2
The check-in
Next steps:We get to know you, your team and your business.We iron out any historical creases.We get your books up to date.We answer your questions.Cashflow and profit improvement meeting.
Month 3
Strategy session
Business plan:Clarify your vision.Set a 12 month plan and quarterly goals and actions.Start with the end in mind.Establish training and support needs.Best practiced from the get go.
Month 4-8
The work begins
Supplementary work:Cash flow forecast.Systems review.Tax planning.Accountability coaching.Organisational review.Risk review.
Month 9+
Are we on track?
Performance reviews:How are the numbers stacking up?How's our service been?Online check-in.
Year 1+
Refine & repeat
Your revised business plan:Celebrate your wins.Reset key initiatives.Adjust goals and redefine what success looks like.Leverage your time effectively.We provide a sounding board.Revise training & support needs.
Helping the business and the people
Accounting and business advisory
emails that aren't "spammy"
Sign up here to only receive relevant advice for you and your business.
