OUR APPROACH
A clear beginning. A steady rhythm.
From your first conversation to your regular review, you should know what happens next, who is responsible and what you will receive.
A MORE CONSIDERED WAY
Good accounting is a conversation.
01 / Understand
First, we listen.
A short conversation about your business, the work you need help with and what a useful relationship would look like.
A recommended starting point.
02 / Agree
The scope comes first.
Review the services, responsibilities, exclusions, fee and working rhythm. Nothing starts until the engagement is agreed.
A written scope and fee.
03 / Organise
Make the handover clear.
Meet your point of contact and agree how records will be shared through your chosen secure systems.
An onboarding checklist.
04 / Review
Keep the conversation going.
Receive the agreed work, discuss what the figures mean and revisit the scope when your business changes.
A regular review rhythm.