Four steps. That's it.
Switching accountants sounds like a hassle. It is one signature and a couple of conversations — the rest is our job.
We talk.
A free half-hour call about your business, your goals and how things are set up today. We will tell you straight whether we are a good fit — sometimes the answer is no, and that is fine.
- No preparation needed from you
- We ask about the business, not just the books
- You get a fixed monthly price by the end of it
- No obligation, no follow-up pestering
We set you up.
If you decide to go ahead, the switch is our job, not yours. We contact your current accountant, get your records across, set up Xero and make sure everything is clean before we start.
- One letter for you to sign — that is your part
- We handle professional clearance with your old accountant
- Xero configured around how your business actually runs
- Historic data migrated and checked
You get a human.
One named accountant who knows your business, answers their phone and replies the same day. Not a ticket queue, not a different person every time you call.
- A dedicated accountant, by name
- Phone and email, answered by the person who knows you
- No charge for asking a question
- Same-day replies as standard
We stay ahead.
Your books stay current, your deadlines get hit early, and we tell you about things before they become urgent. Advice you did not have to ask for is the whole point.
- Monthly management reports in plain English
- Quarterly planning conversations
- Tax liabilities flagged months in advance
- Proactive advice when we spot something
Start with a conversation.
Thirty minutes, free, no obligation. Worst case you get a second opinion on how your books are set up.