01
Choose the support
Tell us your trade, team size, administrative bottleneck and preferred cadence. For bookkeeping, include approximate transaction volume and whether the books are current.
Getting started
A clear start.
A working routine.
Know what to prepare, what we agree together and how the first handover works.
02
Agree the scope
Confirm deliverables, task and time limits, fees, turnaround targets, start date and exclusions in writing. Choose who approves work.
03
Prepare your information
Gather templates, job notes, approved rates and the records needed for your selected service. Use redacted examples for the initial discussion.
04
Arrange access
Agree the systems and document-sharing channel. Use named invitations and only the permissions needed. Do not send passwords through the website, email or WhatsApp.
05
Review the first batch
Check the initial drafts or records, answer open questions and confirm any corrections before customer-facing work is delivered.
06
Set your routine
Agree the next update, keep one task list and review the allowance before adding extra work.