Simple, transparent, and built for you
From your first call to your monthly financial review, we've designed every step to be clear, friendly, and effortless.
Up and running in 3 easy steps
Discovery Call
Book a free 30-minute call. Tell us about your business, your current systems, and your goals. We'll assess what you need and recommend the right plan.
Onboarding
We set up your cloud accounting software, connect your bank feeds, and migrate any existing records. Our team handles all the technical setup — you don't lift a finger.
Ongoing Partnership
Relax and focus on your business. Each month we process your books, file your returns, and send you a plain-English financial summary — with a quick call to walk you through it.
Powered by the best cloud accounting tools
We're certified partners on all major platforms. You keep control — we do the work. Switch between tools anytime, or let us recommend the best fit for your business.
Xero
Our primary platform for most SME clients. Bank feeds, invoicing, payroll, and beautiful real-time dashboards. Ideal for product and service businesses.
- Real-time bank reconciliation
- Invoice and quote management
- Multi-currency support
- 100+ app integrations
QuickBooks Online
Best for businesses with complex inventory, e-commerce, or US-facing operations. Powerful reporting and project tracking built in.
- Inventory and COGS tracking
- Project profitability
- E-commerce integrations
- Advanced payroll module
Dext Prepare
Receipt and expense capture — no more shoeboxes of paper. Scan receipts on your phone and they land directly in your books. Auto-coded and ready.
- Mobile receipt scanning
- Automatic data extraction
- Supplier rule setup
- Direct Xero/QBO push
Hubdoc
Automated document collection. Hubdoc fetches your bank statements, supplier invoices, and bills so nothing ever gets missed.
- Auto-fetch from 700+ banks
- Organised cloud archive
- Audit trail for every document
- One-click publishing
What happens every month
Our workflow is designed around a monthly cadence — so you always know what to expect, when to expect it, and who's responsible for what.
Week 1
Your bank and card feeds auto-sync. Our team codes and categorises every transaction.
Week 2
We reconcile accounts, chase any missing documents, and prepare draft financials.
Week 3
Final review, quality check, and your monthly summary report is prepared.
Week 4
You receive your report and we hold a 20-minute review call to walk you through it.
Ready to experience a better way?
Book your free 30-minute discovery call and see exactly how we'd work with your business.
Book Discovery Call