It starts with a conversation. Not a contract.
First we understand where you are, where you're trying to get, and what's currently in the way. We bring finance as a tool to unblock your business — to get you where you want to be.
From discovery call to steady cadence.
No high-pressure sales. No 40-page contracts. Just an honest conversation, a defined scope, and a relationship that starts properly.
- 01.Day 0 · 30 min
Discovery call
No pitch, no pressure. We ask about your business, where you are now, what you're trying to build, and where the finances currently fit (or don't).
- Where the business sits today
- What's keeping you up at night
- What "good" looks like in 12 months
- If we're not the right fit — we'll say so
- 02.Week 1
Scope & proposal
A written proposal — defined scope, defined cadence, fixed monthly fee. One-page summary, not a 40-page contract. You see exactly what's included.
- Tier and inclusions, written down
- Fixed monthly fee, no surprises
- Cadence and deliverables agreed
- Engagement letter, signed clean
- 03.Week 2-4
Onboarding
We review your current stack, patch the gaps, take handover from your previous accountant, and tidy the books — so we're starting from a clean, documented baseline.
- Xero, bank feeds and workflows reviewed
- Historic books reviewed & corrected
- Documentation handed back to you
- First meeting set, cadence agreed
- 04.Ongoing
Steady cadence
Once we agree to work together, you get a defined scope with defined deliverables and a clear monthly fee. No hourly billing, no surprise invoices, no charging by the phone call.
- Monthly close to agreed timeframes
- Quarterly strategic review
- Annual scope review
- Direct line — email, phone, WhatsApp
What you'll always get from us. Stated upfront.
We make a small number of promises, and we keep them. These are the standards you can expect from the start.
- PROMISE · 01
Fixed fees, no hourly billing.
You get a defined scope and a clear monthly fee. No hourly billing, no surprise invoices, no charging by the phone call.
- PROMISE · 02
One point of contact.
You don't get bounced between staff. The person who knows your business is the one who answers your call.
- PROMISE · 03
A clear delivery cadence.
You know what's coming, and when. Monthly, quarterly, annually — written down and stuck to.
- PROMISE · 04
Quick, proper responses.
When you need us, we respond — properly and quickly. Less than one working day, on average.
- PROMISE · 05
Honest answers.
If something's risky, we'll say so. If we don't know, we'll find out. If we can't help, we'll tell you.
- PROMISE · 06
No quarterly silence.
We don't disappear between year-ends. We stay close. We flag what needs flagging. We pick up the phone.
Let's start with a conversation.
30 minutes. No pitch. We'll spend the time understanding where you are, and where you're trying to get to.