Accountants

Discovery Session (Free)

To begin your journey, we must first discuss the ROI. 

By understanding more about your accounting business and the technology you’re using, we can detect issues and work out solutions that save you time and money. In the long run, these technology upgrades won’t just free up time and optimise your services, but also use that time to increase revenue. 

We guarantee we can help you achieve your goals, and this journey together starts with a workshop.

Quick Wins:

Need assistance with smaller jobs? From Xero Rescue for your clients to inventory management, project management, workflow automation tools, or anything app-related - just give us a call!

We’ll help fix the specialist stuff and train your team to increase their skills. 

Leveraging your Technology Workshop:

For the first half of the workshop, we dive deeper into your business processes. Here, we look to gain a full understanding of your inputs, outputs, customer journey, constraints, issues, and needs before documenting options for your app stack, systems, and processes. 

Additionally, we’ll look into your team's skills and knowledge to determine the potential services that could increase your revenue. In fact, from this workshop, we guarantee to uncover revenue opportunities and internal efficiencies that will pay for the workshop.

Implementation and training:

The implementation of your chosen solution will see data configured and migrated into an updated app stack. We provide documented business processes, train your staff, and offer full-time support as you learn. 

Once we have your in-house operations sorted, it’s time to begin implementing sales, marketing, and operational services for any new services you’ve chosen to offer. With expertise across multiple industries and technology segments, we’re capable of bridging any gaps and coaching your team to the highest level possible.

Ongoing Support and Review:

With the ever-changing nature of technology, it can be difficult to stay updated with the continuous upgrades. But we won’t leave you behind. By offering ongoing support once the accounting operations are sorted, we can keep your systems up to date, ensure you’re always in control of your data, and continue to coach your team into the clouds.