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Our
Onboarding
Process

We know that switching or setting up financial support can feel overwhelming, so we’ve designed a simple, hassle-free onboarding process to get you up and running smoothly. Our goal is to integrate seamlessly into your business, providing clarity, efficiency, and strategic financial support from day one.

Meet Up

It's simple and seamless.

01

Initial Consultation: 

Getting To Know Each Other 

  • Learn about your business – Your goals, challenges and financial setup 

  • Discuss your finance needs – from bookkeeping to strategic financial planning. 

  • Ensure value alignment – We believe in strong, long-term partnerships, so we take this opportunity to make sure our values align and that we’re the right fit for each other. 

02

Bespoke Finance Plan

After our consultation, we’ll create a customised finance solution that aligns with your business needs, which includes:

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  • The scope of services that best support your needs. 

  • A clear roadmap outlining how we’ll work together. 

  • Recommendations for system integrations and automation to enhance efficiency. 

03

Smooth Onboarding & Setup

Once we agree on the approach, we handle all the setup for you! Our team will: 

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  • Gain secure access to relevant financial systems & data. 

  • Implement automated processes to reduce admin work. 

  • Conduct an initial financial review to identify priorities and quick wins. 

  • Establish a clear communication plan, so you always know how to reach us and what to expect. 

04

First Review & Check-In

Within the first few weeks, we schedule a progress review to: 

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  • Ensure everything is running smoothly. 

  • Make any necessary adjustments to optimise efficiency. 

  • Provide initial insights to help you start making informed financial decisions.

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This helps fine-tune our approach, so you get the best possible value from our services. 

05

Ongoing Partnership & Growth

Once everything is in place, we become your trusted finance partner, helping you: 

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  • Stay on top of cash flow, budgeting, and forecasting. 

  • Navigate growth opportunities & financial risks. 

  • Gain real-time financial insights to make smarter business decisions. 

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We’re not just here for compliance: we’re here to support your long-term success with expert financial guidance. 

Read our Latest Insights

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