How it works
Six steps, handled entirely online
Sales and onboarding happen online from first enquiry to signed agreement. Nothing is left to be sorted out informally later.
- 01
Enquire
Send us the basics: who you are, the software you use, approximate transaction volume, whether the books are current, and what you need. No documents, no credentials.
- 02
Assess scope
We review what the work actually involves and come back with questions. If something falls outside what we do, we say so at this stage.
- 03
Written proposal
You receive a written proposal setting out the scope, what is excluded, the service rhythm and the fee. Fees are individual to the engagement.
- 04
Sign the agreement online
The engagement agreement is reviewed and signed digitally. Nothing starts before it is signed by both sides.
- 05
Authorized software access
You grant authorized user access within your own Sage or QuickBooks environment, subject to that software's permission settings. You can revoke it at any time.
- 06
Ongoing service
Work runs on the agreed monthly rhythm with a named team head on a direct phone number. Changes to scope are quoted before they start.
What we never ask for
Boundaries set before the first conversation
No financial document uploads
This site has no upload facility. Records stay in your accounting platform.
No accounting passwords
We never ask for your software passwords. Access is granted as an authorized user by you.
No software connections
This website is not connected to Sage, QuickBooks or any accounting API.
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.