A simple process — from first call to ongoing support
Getting started doesn’t involve complicated procedures. At every stage you know what is happening and who is responsible.
Five stages to getting started
- 1
Book
Book a consultation online, call us or send an email.
- 2
Intro meeting
We learn about your business, your books and your goals.
- 3
Proposal
We propose the service format, scope and terms.
- 4
Onboarding
We take over your documents, check them and set up your books.
- 5
Ongoing work
We keep your books and prepare reports and tax returns.
What to expect in the first meeting
The goal of the first meeting is to get to know each other and understand how we can help.
- You tell us briefly about your business
- We discuss the current state of your accounting
- We answer your questions
- Then we prepare a proposal for you
Questions about working together
How do we exchange documents?
We agree on how documents will be shared during onboarding — in whatever way is most convenient for you.
How is my financial information protected?
Confidentiality of financial information is fundamental to our work. We agree on confidentiality terms together when we start working with you.
How much do your services cost?
The price depends on transaction volume, type of business and the services you need. We prepare an exact proposal after the consultation.
Hand over your accounting — and focus on your business
Book a consultation: we’ll learn about your needs and suggest a solution tailored to your business.