Getting started
with my finance team
We know how starting a new journey can feel daunting. Our switching and onboarding process ensures the transition is simple and seamless.
Making the switch
Do you feel your accountant is holding you back? Do you have concerns over the time and effort it might take to move? We’ll manage the entire process for you; liaising directly with your previous provider to make sure we have your business setup efficiently and most importantly, with the least drain on your time. All you need to do is sit back, relax and get excited about working together on moving your business forward.
Starting your journey
01
Complimentary Meeting
Talk to one of our advisers. We’ll learn more about your business and the core finance support you need.
02
Your Vision
We’ll help you define what success looks like for you and your business by understanding your long term goals.
03
Proposal
Your electronic proposal will set out a bespoke finance team that provides the support you need to run a better business.
04
Accountant Notification
Once you have signed your proposal, use our template to send a quick note to your accountant letting them know you’re moving.
05
Handover
We’ll liaise directly with your previous accountants or bookkeepers so we can gather the information we need to take over and run your day to day finances.
06
Check-Ins
Your Client Manager holds weekly check-ins with you so we can provide one on one support and iron out any bumps in the road.
07
Goal Mapping
Now your finance team are up and running, we’ll prepare the budget so you have clear targets and a solid financial plan for the year ahead.
08
Review
We’ll produce your first performance review; comparing how your business has performed against your targets.
09
Improve
You’ll hold your first review meeting with your adviser to discuss the key issues and highlights from your report.
10
Unlimited Support
You’ll have easy access to your finance team to work whenever you need support; via email, instant messaging or conference call.