Getting Started is Easy.
We will discuss your specific needs with you, and gain a clear understanding of your current process, challenges and desired outcomes. We will :
a) specify and agree a detailed scope of services to be provided,
b) send you an agreement outlining these scope of works,
c) ask you to review and sign our engagement letter – which enable us to get started.
We then move into the more operational and process aspects of getting under way, which include :
- Gaining access to your accounting file(s)
- Collecting all relevant information about your employees, awards etc
- Get copies of all unpaid invoices,
- Review bank statement and reconciliations, and
- Many other items.
We will send you a check-list of items and we will work with you to collect and deliver this information in the most efficient and relevant format for both parties.
It’s important we start out on the best possible footing, and with the best possible information.
Contact Smarter Accounts today to discuss your Bookkeeping needs and to understand how we can help you grow your business.