New customer five-step process
| Book Call | Let us know some basic information about your business. |
| Discovery Call | On this call, we learn what keeps you awake at night. We will go through your existing process and see where we can help. |
| Pricing Call | The following Day: We discuss the service options available and finalise the price. |
| Engagement Letter | Signing the engagement letter is necessary before starting work, as it outlines the services, timeline, and responsible party. |
| On-Boarding | We can commence working together once the engagement letter has been signed. 🙂 Welcome on-Board |
Sales process Q&A
What services will you offer on the Call?
Our clients have access to a team of specialists equipped to help with taxes, advisory, bookkeeping, payroll, accounts payable, and other finance functions.
Do I have to go through this process?
If you’d like to work with us, yes.
This process is to get as much correct as possible from the start. There’s nothing worse than agreeing to a ‘standard price’ from another firm and then experiencing frustration later on when you both realize a lot of important information was missed.
How long does this process take?
After the first call, you’ll have a good idea of whether or not we can help you, along with a general idea of the scope of service we could provide and the relative price range. The process, from the initial discovery call to your pricing call, usually takes around three business days. This allows us to put together a plan for your unique situation.
What’s the worst part of this process?
We’ve heard that waiting a few days can sometimes feel like a long time if you’ve already got a quote from another firm. To combat this, we usually give you a price range on your first call after we get a feel for what a relationship could look like. Your business is unique, and we’d like to get this right!
A Virtual Chartered Accounting Team is just a call away
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“What is the point of having a business if it does not help you achieve your goals?”
Martin Brennan ACA