Welcome to the “fill in the form” bit

01

WE'LL FIGURE OUT IF WE'RE WHAT YOU NEED

It’s important we’re a good fit. We’ll review your details and let you know either way!

02

WE’LL CHAT EVERYTHING THROUGH together

We’ll arrange a meet to discuss your business and life goals (and what you need to get there).

03

you’ll get A PROPOSAL THAT COVERS EVERYTHING YOU NEED

We’ll go through it together and lay out all your options.

04

YOU’ll SELECT THE OPTION THAT MATCHES YOUR NEEDS

We'll confirm proposal details and send an engagement letter and T&C's which you will need to sign before we kick off the on-boarding process.

05

you’ll be invited to AN ONBOARDING MEETING

We’ll get everything we need to start our work (documents, ATO, Xero and other app access).

06

MONTH 1 CHECK-IN

We’ll review past tax returns and books, find and fix any discrepancies, and implement a plan going forward.

07

AFTER MONTH 1 WE’LL HAVE QUARTERLY CHECK-INS

We’ll catch up, cover any issues, and start moving towards those goals!