How to get started with Southbourne Accountancy
I have created this page as I know if the process is not clear, it can be a little daunting deciding to work with an accountant, what questions will I ask, will I ask things you don’t know and what happens next! I am excited that you are exploring working with me and the below makes the process clearer for you.
The reason I go through this process is so that you can understand how we get to know each other and so you can decide if you would like to work with us.
Before you become a client, here is the “How to get started” process:
More details on “How to get started”
Step 1: Initial contact: You will book in a call via my calendar (here), this is so you select a time that suits you.
Step 2: Discovery call – after your initial enquiry, you can select a time that suits you to attend a discovery call. The discovery call is an opportunity for you to help me understand your personal and business goals and for us both to see if we are a good fit and could potentially work together.
We will walk through questions such as:
What are your business goals?
Who does your business help?
What problems does your business solve?
Where is the business with profit/cashflow?
What is missing with your current accounting solution?
If we both think that we could work together, we will book a longer strategy call which is 45 minutes long and will go deeper into your business aims and provide insight into the support you would like and where I can best help you. There is no obligation at any point in the discovery or strategy call to sign up, this is a free service to ensure we can work together. The reason I have a separate Discovery and Strategy call is because you don’t want to waste 45 mins + on a call with me, if in the first 10-15 minutes you decide that I am not the best fit for your business.
Step 3: Strategy call: If we both think we are a good fit. We will book a longer call at a time that suits you. This call will go through your business goals, personal goals, what help and support you need. You will again be able to select a time that suits you, this will be via zoom. We will go deep about your business.
We will walk through questions such as:
What is the businesses level of turnover, gross profit, number of employees etc.
What are your business goals/personal goals?
What are your projections for the next 12 months?
Understand any obstacles of what you are trying to achieve.
The solution to those challenges.
After the meeting if you are happy to proceed I will review your Xero to establish bookkeeping requirements and understand how clean the accounts are
I can then provide a proposal based on these levels
Talk through the services that I believe will help you with.
No pressure to sign the proposal, it will be sent across via a digital platform.
Step 4: Scope: We agree what services and support will be right for your business, this is completed in the Strategy call. If I am undertaking the bookkeeping or completing any clean-up work, I will access a read only version of your Xero accounts and review the data. This will help me to create a bespoke proposal based on your data.
When you decide you would like to understand the investment.
I will send you a proposal containing the investment, services and terms for e-signing. It will outline which services are suitable for your business now and a summary of services you may consider in the future.
Step 5: Review and sign: You will review the proposal and then you can sign-up to start getting a greater understanding of your business.
When you decide to work with me:
Service Delivery: I will start the onboarding process and look forward to working with your business going forward.
Book a free discovery call: Start now
Would like to understand more about moving accountants, read this blog: Read more
Would like to understand more about what it costs to work with an accountant, read this blog: Read here