Getting to the heart of your business
When you partner with us, we focus on you, the business owner, first. We help you to get on track and gain clarity and control of your business. We provide the support and tools to set the direction of your business so it supports your goals and lifestyle. Our team supports your business with bookkeeping and accounting while you step up for yourself and your business.
HERE WHEN YOU NEED US
We work closely with our clients throughout the year. Some accounting practices are year-end only with a quick and cold request for information and an impersonal sign-out session. That’s not us. We work at the heart of your business keeping a close eye on your finances and supporting you how and when you need it. That doesn’t mean you get to check out on the numbers. We work with you so that you have a clear understanding of where your business is at, at any given time.
Level up when you are ready
Your business your rules. We know that one persons definition of success is not the same as others. When you own a business you get to create it based on your vision. We are here to support and guide you every step of the way. We all need accountability and when you are ready, we have the expertise to keep you on track.
TECHNOLOGY, WE LOVE IT.
We’re passionate about technology and continuous improvement. It’s easy for us to stay on top of tech trends because we’re obsessed about efficiency and customer experience. Our team are Xero-certified advisors and we use Xero as the hub of our business. We research and add apps to our system when we think they will add value for our clients.
NO SILLY QUESTIONS
We know that the more we talk with you, the more we understand about your business and the more we can help you get to where you want to go. We like talking with our clients so much that we don’t charge for a simple conversation. So whenever you have a question (even if you think it’s a silly one), pick up the phone or send us an email and we’ll help you sort it out. And when there are bigger things to discuss like planning and goal-setting, we’ll arrange a time to catch up. We’re firm believers in meetings with purpose!
WHERE DO WE START?
After an initial phone call, we schedule a meeting so that we can find out what your business is about and what you need. We like to find out what keeps you awake at night so that we have a deep understanding of how we can help you. We’ll prepare a proposal for you and if you’re happy, we’re good to go. Soon after, we schedule a complimentary client review to identify any burning issues, opportunities and challenges. It also helps us to work with you to set strategies and goals. Once you are onboard we schedule a complimentary review.
WHAT DO WE ASK OF YOU?
Our clients pay monthly by direct debit and in advance for our services. This assists everyone’s cash flow and also creates a mindset of working continuously throughout the year. We will set you up on systems that make it easy for you to provide us with documentation. We trust that you will send us what is required so we can keep you sorted and compliant with legal and tax requirements.
