How We Work
A straightforward way to work with your accountant, from the first conversation through to ongoing support.
Our process
First conversation
We start with your business, what you need help with and what you want from your accountant.
Proposal and onboarding
If we're a good fit, we'll explain the service, the next steps and the information we need to get started.
Ongoing support
We keep the routine accounting work moving, keep you informed and raise anything that needs your attention. When you need more detailed advice, we can work through that with you.
How we communicate
You should not have to chase your accountant to understand what is happening. We keep communication straightforward, tell you what we need and make the next step clear.
The right level of contact
The right level of contact for the support you need, without meetings for the sake of meetings.
Responsive when it matters
Urgent and deadline-sensitive matters are prioritised so important issues do not get lost in routine work.
Deadline awareness
We keep track of key filing and payment deadlines and tell you when we need something from you.
Clear answers
We explain what matters in plain English and make the next step clear.
Systems that make the work easier
We use digital accounting tools where they help make the process quicker, clearer or more organised. The technology is there to support the work, not complicate it.
Access when you need it
Cloud accounting can give you and us access to the same up-to-date records without passing files back and forth.
Less manual admin
Bank feeds, receipt capture and sensible automation can reduce repetitive data entry and help keep records organised.
Connected records
Where useful, we can work with the systems your business already uses so information moves more cleanly between them.
Secure collaboration
Digital records and secure sharing make it easier to exchange information and keep the work moving.
Ready to see if we're a good fit?
Book a call and tell us a little about your business. We'll explain how we work and what the next step would be.