Our Process

Upfront Services

Our standard upfront services are our way of conducting a Bookkeeping Health Check for your business and Xero file.

Our experience has proven that starting our relationship with new clients via our upfront processes allows us to gain greater insight into your existing Bookkeeping processes and offer valuable efficiency and process improvements in each of the 5 key areas below:

Ongoing Services

Once we have conducted our Upfront Services, we then offer our clients a structured, fixed fee, monthly or quarterly management accounting/bookkeeping solutions tailored for their specific business needs.

Our service offerings cover the following key areas: