Get in touch! Talk to us about your needs and what you want from the relationship with your bookkeeper. We can advise on the optimal time for a change over and can help you navigate the process of parting ways with your current bookkeeper.
- We will put together a no-obligation proposal that takes into account how much work is involved – things like the number of staff, number of bank accounts and your number of credit cards.
- Once you’ve approved the proposal, we set up a convenient start date for you and get ready for the show to begin.
- Our practice management software will send you a checklist with the information we require to ensure a smooth beginning; all the boring stuff like bank details, bank statements, phone numbers and your ABN. Once you provide all this information as quickly as you can and the software marks it as complete, the automated reminders will stop harassing you.
- We set up a time for our team to come and visit you on site, wherever you are in Australia.
- Our tech team will be in touch to install the required software prior to the on-site visit.
- The payroll team will also book a time with you to introduce themselves and walk you through the payroll procedures and software.
- Our team then comes and sets things up and provides on-site training for all required staff; answering any questions you may have so the process is clear.