From first conversation to ongoing partnership, here’s how we become your finance function.
01
Initial Consultation
We start with a free consultation to understand your business, current setup, and pain points.
Understand your ecommerce operations
Review current finance processes
Identify gaps and opportunities
Discuss your growth plans
02
Tailored Proposal
We create a customised service package that fits your exact needs, meeting you where you are at.
Bespoke service selection
Transparent pricing
Clear deliverables
Timeline & milestones
03
Seamless Onboarding
Our team integrates quickly into your business with minimal disruption to your operations.
Platform connections (Xero, Shopify, etc.)
Historical data review
Team introductions
Slack/communication setup
04
Ongoing Management
We handle all day-to-day finance operations while providing strategic oversight.
Daily bookkeeping & reconciliation
Monthly management accounts
Review calls with finance manager
Proactive advice & planning
Why Our Process Works
We've refined our onboarding and ongoing service over 4 years to ensure seamless integration.
Fast Setup
Typically onboarded within 1-2 weeks
No Disruption
Seamless transition from your current setup
Dedicated Team
Your own bookkeeper, accountant/finance manager and CFO when needed.
The No-Downtime Finance Function
We integrate into your team structure – Slack channels, regular calls, and proactive communication. It is like having an in-house team, without the overhead.