Do you work with businesses and accounting firms?
Yes. We support businesses directly and work with accounting firms that need additional accounting support. We agree responsibilities, communication, and deliverables around each relationship.
Can you work with our existing accounting software?
Our experience includes QuickBooks, Xero, Sage, Spire, and Zoho Books. Tell us about your current setup so we can discuss a workflow that fits.
How do we collaborate across time zones?
We agree communication channels, meeting times, and delivery expectations during onboarding, based on your location and the support you need.
What does getting started look like?
Start with a conversation about your business or firm, your current processes, and the services you need. We then discuss scope, fees, access requirements, and next steps before work begins.
How is pricing determined?
Pricing depends on the scope, transaction volume, complexity, and frequency of support. Contact us to discuss a proposal tailored to your requirements.
Can we keep our current accountant?
Yes, we can discuss preparation and bookkeeping support alongside your existing accountant. We agree who provides instructions, handles questions and retains professional review responsibilities.
Can we start with a catch-up project or a busy period?
We can discuss a defined assignment before considering recurring support. Share the periods involved, record quality and target dates so scope, availability and fees can be confirmed.
How are queries and approvals handled?
We agree a point of contact, a way to track open questions and the review steps before work begins. Proposed adjustments and missing records are brought forward for the appropriate decision. Explore the review arrangements.