AI bookkeeping. VAT workflows. Human-verified accounting support. View pricing
Getting Started

Getting started: a structured approach

A discovery call, a short scoping exercise, then a staged handover — no risky big-bang cutover.

We know that handing off bookkeeping to an external team is a significant decision. There's no hurry and no pressure to do everything at once. We start with understanding what you do, what matters most, and what a safe handover looks like for your situation.

The Process

Four straightforward steps

01

Discovery Call

We listen to what you do, what's causing friction, and what success looks like. This is about understanding your business and your needs, not selling.

02

Scoping

You give us read access to your accounting software and a quick walkthrough of your team and workflow. We scope what bookkeeping looks like on your account.

03

Playbook

We write a playbook — a documented workflow specific to your business. It covers your chart of accounts, how you categorise transactions, how month-end works, and what we handle vs. what you retain.

04

Staged Handover

We don't switch everything over at once. First month runs in parallel — we process and you review. Once you're confident, we take full ownership of the recurring cycle.

Timeline

Typically 2-3 weeks from call to live

There's no fixed deadline. We schedule the discovery call around your calendar, scoping can flex depending on how straightforward your records are, and the handover timing is yours to decide. Most engagements from initial call to going live take 2-3 weeks, but we can move faster or slower depending on your readiness.

  • Discovery call: flexible timing
  • Scoping: 3-5 business days
  • Playbook review and sign-off: 2-3 days
  • Staged handover: 1-2 weeks parallel running
Staged implementation timeline
Ready to Start?

Book a discovery call

No commitment, no obligation — just a conversation about whether managed bookkeeping is right for you.

Book a Discovery Call
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