How It Works
A simple, transparent process designed to get you from chaos to clarity in four easy steps.
Discovery Call
We start with a 30-minute conversation to understand your business, your pain points, and your goals. No sales pitch, just listening.
Proposal & Strategy
We send a transparent, itemized proposal outlining exactly what we will do, how much it costs, and the timelines required.
Onboarding
Once approved, we set you up on our systems, request access to your data, and introduce you to your dedicated accountant.
Execution & Ongoing Support
We get to work. Whether it's a one-off project or monthly retainer, we deliver on time and keep you updated every step of the way.
Common Questions
Everything you need to know about getting started.
Do I need to change banks?
No. We work with all major South African banks. We simply set up read-only feeds or request statements to keep your books up to date without interfering with your banking relationships.
What software do you use?
We are Xero and Sage partners. If you don't have a preference, we'll recommend the best fit for your industry. If you already have a subscription, we can take it over or work within your existing setup.
How fast is the onboarding?
Typically 2-3 days. Once we have your documents and access, we can usually start processing your accounts within the same week. We prioritize speed so you don't lose momentum.
Can I upgrade my package later?
Absolutely. As you grow, your needs will change. You can switch from a compliance-only package to a full advisory retainer at any time with no penalties.