Welcome

We’re delighted to be working with you

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Step 1
Watch the video
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Step 2
Review graphic
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Step 3
Fill in the form
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Step 4
We’ll take over

STEP 1

Let’s get up and running!

Watch our official welcome video to see what happens now you’ve signed your proposal.

STEP 2

What to expect from the onboarding process

See what it’s store for the coming months.

Onboarding
Kick Off!

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    You’ll notify your previous accountant and get professional clearance.

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    We’ll begin all the new client setup tasks.

Training
Begins

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    We provide the training you need to use them.

Getting
Stuck In

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    We are working hard to get your bookkeeping right and nail the foundations.

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    We constantly review as we go!

Check In

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    Time for a temperature check. How is everything going?

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    We’ll take a look at any additional services to turbo charge your bookkeeping process.

Focus On You

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    We’ll sit down together to review your personal wealth and help you plan for the future.

STEP 3

Complete your onboarding form

We’ve compiled all the information we need from you into one form. Completing this new client form allows us to begin working together securely and seamlessly. If we get these details squared away now, we have everything we need to set you up on our systems and kick start your services.

STEP 4

We'll take over

Your account manager will be in contact soon to start working for you.
Let’s get you excited about the switch to Xero.

LEARN ABOUT CLOUD ACCOUNTING AND WHY IS IT GOOD FOR BUSINESS

HOW XERO WILL CHANGE YOUR WHOLE LIFE?

If you’re already set up on Xero, it’s nice and easy to give us access to your Xero.