HOW WE WORK

Professional support, without unnecessary complexity.

Our engagement process is designed to understand your needs, agree on appropriate deliverables and work towards practical outcomes with clear expectations.

OUR PROCESS

From first conversation to delivery.

The process may be simplified for smaller assignments and expanded for complex advisory work.

01

Initial enquiry

Tell us about your business, your goals and the support you are looking for.

02

Discovery conversation

We discuss your situation and clarify what information is needed.

03

Needs assessment

We identify priorities, options and an appropriate scope of support.

04

Proposal and engagement

We provide the agreed deliverables, fees, responsibilities, timing and terms in writing.

05

Onboarding and delivery

We request necessary information and begin the agreed work.

06

Review and ongoing support

We review deliverables and discuss any further support that may help.

ENGAGEMENT ARRANGEMENTS

Different needs. Different ways to work.

We explain the service scope and fees before work begins. Additional services or changes in scope are agreed separately.

01

Once-off Project Fees

For defined assignments such as a business plan, feasibility assessment, financial model or strategy project.

02

Monthly Retainers

For recurring bookkeeping, accounting, tax administration, management reporting and ongoing support.

03

Specialist Advisory Fees

For complex business improvement, restructuring, funding-readiness or expansion projects.

WORKING TOGETHER

Clear information. Clear expectations.

Effective support depends on an open working relationship. Accurate records, timely communication and access to relevant information help us provide meaningful analysis and deliver work on schedule.

We outline the client's responsibilities, our deliverables and any limitations in the agreed engagement terms.

What you can expect

  • Agreed scope and written deliverables
  • Clear fees and payment terms
  • Defined information requirements
  • Professional communication
  • Appropriate handling of client information
FREQUENTLY ASKED QUESTIONS

Before we get started.

Do you charge for the first consultation?

We will communicate whether a specific consultation is complimentary or paid before confirming the booking.

How are projects priced?

Once-off work is scoped and quoted based on deliverables, complexity and the effort involved.

Do I have to commit to a long-term contract?

Not necessarily. Once-off projects and monthly arrangements are available, subject to the specific engagement terms.

What documents do you need?

This depends on the service. We will provide a relevant information request after we understand the assignment.

LET’S TALK BUSINESS

Tell us what you need help with.

We’ll identify the right starting point and explain how we could work together.

Start an Enquiry