Initial Consultation

Business Introduction and Background

• We start by learning about your business. This includes understanding your industry, business model, and the specific products or services you offer. We discuss your business's history, your growth trajectory, and your long-term goals.
• You provide us with an overview of your current financial management system, including the software you use and any internal processes you have in place.

Current Challenges and Pain Points

• We delve into the specific bookkeeping and financial challenges you are facing. This could include issues like inaccurate record-keeping, compliance problems, inefficient payroll processing, or a lack of timely financial reports.
• Understanding these pain points helps us tailor our services to address the most critical areas of concern for your business.

Assessment of Current Financial Health

• We conduct a full review of your financial package. This involves a review of your financial statements, cash flow, and any other relevant financial data.
• This assessment helps us identify immediate areas for improvement and provides a baseline from which we can measure progress.

Discussion of Services

• We explain the range of services Truecount Bookkeeping offers, including Payroll Solutions, BAS Reports, Expense Management, Software Training, and Monthly Reporting.
• For each service, we discuss how it can address your specific challenges and contribute to your business’s overall efficiency and growth.

Customisation of Services

• Based on our discussion, we suggest a customised package of services that aligns with your business needs. We prioritise services that will provide the most immediate benefit and outline a plan for implementing these services.
• We also discuss any additional needs or preferences you may have, ensuring that our approach is tailored to your specific requirements.

Implementation Plan

• We outline a step-by-step implementation plan, including timelines and milestones. This plan details how we will integrate our services into your business operations, ensuring a smooth transition and minimal disruption.
• We assign dedicated points of contact who will manage the implementation process and provide ongoing support.

Q&A Session

• We address any questions or concerns you may have about our services or the implementation process. This session ensures that you have a clear understanding of what to expect and how we will work together.

Next Steps and Agreement:

• If you decide to move forward, we discuss the formal agreement, including service terms, pricing, and any other contractual details.
• We set a date for the next meeting or follow-up actions, ensuring that we maintain momentum and begin working on your business’s financial management as soon as possible.

Next Steps and Agreement:

• If you decide to move forward, we discuss the formal agreement, including service terms, pricing, and any other contractual details.
• We set a date for the next meeting or follow-up actions, ensuring that we maintain momentum and begin working on your business’s financial management as soon as possible.

Xero Conversion:

• Change your current accounting software to Xero so you can experience the streamlined possibilities of using Xero as your accounting software.
• We then fully reconcile and balance your exisiting accounting software, ready to migrate to Xero. This includes employee records and leave balances, liabilities and any outstanding or open invoices.
• We bring across up to 2 years of historical data and also hook up all ATO integrations.

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