For accounting firms
For accounting firms
For accounting firms
You're booked. Here's what happens next.
You're booked. Here's what happens next.
You're booked. Here's what happens next.
We've sent a confirmation to your email with the time and a video link. If you need to move it, the link in that email does that too.
We've sent a confirmation to your email with the time and a video link. If you need to move it, the link in that email does that too.
Add to Google Calendar
Add to Google Calendar
Add to Outlook
Add to Outlook
Add to Apple Calendar
Add to Apple Calendar
What happens on the call
What happens on the call
01
01
We ask how your firm runs day to day: your team, your software, where the week goes. No slides, no pitch.
We ask how your firm runs day to day: your team, your software, where the week goes. No slides, no pitch.
02
02
We tell you straight whether the 20 hours are there. If they aren't, we'll say so.
We tell you straight whether the 20 hours are there. If they aren't, we'll say so.
03
03
If they are, we explain what the first 14 days look like, what it costs, and you decide. Nothing is signed on the call.
If they are, we explain what the first 14 days look like, what it costs, and you decide. Nothing is signed on the call.
Worth having to hand (optional)
Worth having to hand (optional)
01
01
How many staff do client work (bookkeepers, accountants, seniors)
How many staff do client work (bookkeepers, accountants, seniors)
02
02
Which software the firm runs on (Xero, MYOB, practice management, document tools)
Which software the firm runs on (Xero, MYOB, practice management, document tools)
03
03
The one job your team complains about most
The one job your team complains about most
Don't prepare anything. If you know roughly how many people you have and what software you use, that's enough for twenty minutes.
Don't prepare anything. If you know roughly how many people you have and what software you use, that's enough for twenty minutes.
Don't prepare anything. If you know roughly how many people you have and what software you use, that's enough for twenty minutes.
What we usually find
What we usually find
Most firms we look at are losing 20 to 30 hours a week to chasing documents, coding transactions, building BAS packs and answering "where's my return?". None of it needs an accountant. On the call we'll tell you which of those is biggest in your firm.
Most firms we look at are losing 20 to 30 hours a week to chasing documents, coding transactions, building BAS packs and answering "where's my return?". None of it needs an accountant. On the call we'll tell you which of those is biggest in your firm.
20 hours of admin a week saved, or we work for free until we do.
The same promise you saw on the page. It applies from day one of the engagement, not from the call.
The same promise you saw on the page. It applies from day one of the engagement, not from the call.
© Shipfast · shipfast.agency
Melbourne, Australia