We’re a small business too! And we’re not so far through our journey that we don’t remember the fear and stress that comes with not REALLY knowing what you’re doing. We’re all just winging it a bit, so you’re not alone and talking to someone else who truly gets it is always a relief. We know you just want to feel heard, and our ears are wide open!

Have you been using the same software for years (and love it!)? Is there a certain feature that makes your job easier? Do you have budget constraints? Do you want to try something new or different? Good news! We won’t force you into switching to our preferred software (but we can help with recommendations if needed)! Technology doesn’t scare us, and even if you use one that we don’t know, we are more than comfortable learning it for you. On the plus side, we have also undergone training with the 3 biggest names in accounting software so if it’s one of those? You’re in very safe hands.

Has your record-keeping method up until now been just to chuck everything in a shoebox (either physical or electronic)?  We do love a good shoebox. And organising that shoebox? Even better. We all know that best practice is to have paperwork attached to every single transaction in your accounting file (saving heaps of time and stress if you are ever audited, plus it means we don’t have to guess anything), but we also know that not everyone gets excited (like we do) about paperwork. If all you can manage is to toss all of your receipts in a shoebox, we can absolutely bring order to that chaos and do a happy dance about it.