Your Journey With Us | Our Process

Step one.

Discovery

In our initial consultation, we start by listening to understand your situation so we can develop solutions to match. We will review your historical information and analyse your current situation to identify key risk areas.

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Step Two.

Scope

With the information gathered from our Discovery, we will develop a scope of work. Whether you need simple bookkeeping or a more complex solution, we’ll assist you in developing the best result and incorporate your long-term goals in the process.

Step Three.

Solution

Next, you will receive a tailored proposal. In it we will develop an effective solution for any problems. We will also include all the information you need to make informed decisions on your taxation or accounting, including an outline of our fees and how we will work together.

If needed, we can refine our strategy to provide you with more clarity. Once you’re happy with our proposal, you simply need to sign off and we’ll get started.

Step Four.

Onboarding

We operate an efficient onboarding process to ensure that there is a smooth transition. In this phase, we will request any additional information and documentation to ensure our complete understanding of your processes.

We’ll also collaborate with you to determine the best way to work with you and your team on an ongoing basis.

Step Five.

Ongoing Relationship

Our ultimate goal is to build a long-term partnership with you that allows us to cater to your changing needs. We aim to help you through each stage of your journey and help you meet any challenges you face along the way.