Our Process. How it works.

A free, no-pressure chat to hear about your goals, gripes, and what you are planning for the future. You talk. We’ll ask questions, listen, and start sketching out where we can help.

After our chat, we go away and do our thing - digging into your setup, spotting the gaps, and mapping out a smarter way forward. You'll get a tailored plan, a few bold suggestions, and a peek at what your numbers could look like with the right systems and reports in place.

We’ll walk you through the plan, the reports, and the fixed fees (no mystery math, promise). Even if you say no, you still walk away with a mini blueprint to upgrade your finance function - no strings, no sulking.

Say yes, and we’ll send over your engagement letter plus a request for those all-important AML checks and a few key docs. It’s all digital, it’s legally required, and no - we don’t enjoy the paperwork either.

Review, sign, click, done. No drama. Just like that, the start of a trusted relationship (without the awkward small talk).

Next, we connect your current systems (or help you ditch them if they suck), and connect the dots behind the scenes. If your setup needs some TLC, we’ll sort that too - no judgment, just solutions. Better workflows, smarter tools.

Then it’s training time for your team. Whether it’s Xero, Dext, or some other snazzy tool, we’ll walk you through the essentials, fast. It’s short, sweet, and what you need to feel in control without the tech-splaining.

You’re already impressed; now we prove you right.

We dive into the numbers and get to work. You get monthly reports that actually make sense, insights that spark smart decisions, and your time back to run your business.

We don’t vanish after setup - that’s amateur hour. We're your finance team now, which means quick questions get quick answers, and small issues don’t snowball.

Each month, we check in, talk numbers, flag what matters, and keep everything running like clockwork. It’s proactive, personal, and part of the package.