The way forward

We live in a fast-moving world where things can change at any moment. That’s why we believe your accountants should be a stable, dependable presence – one that provides certainty when everything else is uncertain.

Welcome to the new way of doing accounting. Our modern approach combines slick cloud-based systems, fully paperless processes and a knowledgeable, proactive team of professionals who help lift the burden of running a business.

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Get Started

1
Start a conversation

Let’s get to know each other – fill out a simple online questionnaire and we’ll schedule a free Zoom call. We’ll get to know your business better, and explore whether we’re the right fit for one another.

2
Showing you the way

If we decide to work together after our discovery call, we’ll have a second free call to walk you through our process, familiarize you with the apps we use, and discuss a plan that’s tailored to your company’s needs – both for the immediate and the future.

3
Kicking things off

Onboarding can be a little scary, but we’ll handle the process from A-Z for you. We’ll introduce you to your new team of dedicated accountants, then give you a little refresher on how the process works and how to use the different technologies. Now’s when things really take off: we start handling your day-to-day accounting so you can focus on growing your business.

4
Checking up

Our goal is to continually make improvements to our process to best meet your company’s needs. Over the first few months we’ll check up regularly to ensure you are fully comfortable with the new setup, and make any necessary tweaks to make sure things are as efficient and lean as possible.

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