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FAQ

1

Do I need to use Xero?

Not at all. While we specialise in Xero, we can help businesses using other accounting software and guide you through a transition if you're ready to switch.

2

Can you help if my books are behind?

Absolutely. Whether you're a few weeks or a few years behind, we can get everything back up to date and help you stay on track moving forward.

3

What size businesses do you work with?

We work with sole traders, partnerships, trusts and growing businesses across a range of industries. Whether you're just starting out or have an established business, we'll tailor our services to suit your needs.

4

How does the onboarding process work?

We'll start with a conversation to understand your business and what you need. From there, we'll gather the required information, set up secure access to your accounting software and create a plan that works for you.

5

Can you work with my accountant?

Absolutely. We regularly work alongside accountants to ensure your records are accurate and your end-of-year process is as smooth as possible.

6

I'm not sure what I need. Can we just have a chat?

Of course. Most clients don't know exactly what services they need when they first reach out. We'll have a no-pressure conversation about your business, where you're at and how we can help. If we're the right fit, we'll put together a plan tailored to you.

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