Getting Started Is Refreshingly Simple.
From first conversation to ongoing support, here's exactly what to expect when you work with us.
- 01
Initial consultation
A relaxed conversation about your business, your current setup and what you need.
- 02
Information gathering
We collect the essentials, usually your business bank statements and any previous accounts.
- 03
Proposal and fee agreement
You receive a clear proposal explaining the services and the annual fee.
- 04
Onboarding
We set up your secure QuickBooks dashboard and guide you through linking your business bank account.
- 05
Switching from your accountant
If you have an existing accountant, we request your records through professional clearance.
- 06
Ongoing support
Transactions flow in automatically; we reconcile, review and file on time, and you can reach us when you need us.
Changing Accountant, Without the Hassle.
It's completely hands-off for you. Here's how the handover works.
Once you've agreed our proposal, you simply confirm you'd like us to act for you. There's nothing you need to say to your previous accountant.
We write to your previous accountant to request your historical professional records. This is a standard process and they are legally obligated to hand them over.
We review your records, set up QuickBooks if needed and confirm your upcoming deadlines, so nothing is missed in the handover.
Bank-Grade Protection. Read-Only Access.
QuickBooks uses bank-grade, 128-bit encryption to protect your data. Connecting your bank feed gives us read-only access. We can categorise and analyse your transactions, but we can never move your money or authorise payments.
Better Accounting Starts With a Conversation.
Tell us about your business and discover how straightforward your accounting could be.