Get started
Say yes to a call. We'll take it from there.
Book a Microsoft Teams call with our team. If we're a good fit, onboarding happens entirely online — no documents uploaded here, no passwords shared.
Step one
Book a Teams sales call
Pick a time that suits you. You'll receive a Microsoft Teams invitation by email.
In the meantime, email clients@everna.com or send an enquiry and we'll arrange a call.
Onboarding
What happens after the call
- 01
Teams call
A short video call to understand your business, software, volume and timelines.
- 02
Written proposal
Scope and fees set out in writing, individually quoted.
- 03
Sign online
Review and sign the engagement agreement digitally.
- 04
Authorize access
Invite Everna as a user or accountant inside your own QuickBooks or Sage — using the software's own permissions. You never share passwords with us.
- 05
Kick-off
Your named team head confirms the monthly rhythm and their direct line.
Software access
Give us access inside QuickBooks or Sage
Only after your agreement is signed. Your records stay in your own software; you control and can remove our access at any time.
Let's discuss what your books need.
Tell us about your volume, software, and timelines. We'll come back with a written scope and fee.