How it works
Four steps to books you don't have to think about.
From your first call to a monthly routine, here's exactly what happens and what we need from you.
The process
From first call to monthly routine.
01Health check
A free 20-minute call to look at your books, software and what you need.
02Quote
A fixed monthly price and a simple engagement letter.
03Onboarding
ID checks (required by anti-money laundering law), software access and any catch-up work.
04Monthly routine
Books reconciled every month, with a plain-English summary.
01 / 04 — Health check
02 / 04 — Quote
03 / 04 — Onboarding
04 / 04 — Monthly routineYour part
What we need from you each month.
01
Upload as you go
Receipts and invoices into Xero or our shared folder.
02
Answer quick queries
Usually a few short questions a month.
03
Keep bank feeds connected
So transactions flow in automatically.
04
Tell us about big changes
New bank accounts, staff, or VAT registration.
Why we check ID.
As a bookkeeping firm supervised for anti-money laundering, we're required by law to verify the identity of every client before we start work.
