You tell us about yourself/business. We show you how we work with our clients. What are your goals and 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 our expectations for delivery of compliance work.
Month 2
The Work Begins
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.
Month 3
Strategy Session
Your Business Plan
Clarify your vision. Set a 12-month plan and quarterly goals and actions. Start with the end in mind. Establish training & support needs. Best practices from the get-go.
Month 4
Are We On Track?
3-Months Check-In
We get feedback on how our services have been? We will discuss any extra support that you may benefit from such as annual cashflow forecast, tax planning, accountability coaching, attending our workshops and training sessions.
Month 9
How Are You Doing?
Performance Review
How are the numbers Stacking up?, we will have a pre-year end check-in with you looking at what your year end look like and how much needs to be paid including discussing potentially tax savings opportunities where possible.
Year 1+
Refine & Repeat
Your Revised Business Plan
Celebrate your wins. Reset key initiatives. Adjust goals and redefine what success looks like. Leverage on your time effectively. We provide a sounding board. Revise training & support needs.
