Utilise our blend of knowledge and expertise to run your practice on your behalf with our white-labelled solutions
The Switching Procedure
1. Discovery Call
We will have a conversation to discover everything about your organization and clients
We will review your practice and how you presently work with your clients at the moment. We will also indicate how we may add value to your company by providing services you do not already provide, resulting in a boost in revenue.
2. Acceptance and Agreement
A custom quotation is forwarded resulting in a mutual agreement
Every month, we will charge you a tailored fee or a percentage to handle your complete practice. Once this has been agreed upon, we will determine a timeframe for the handover process (usually a few months) to ensure that both your practice and your individual customers have a smooth transition.
Internally, we set up your brand
It is pivotal that we represent your organisation with your branding. Consequently, we will set up all of your brand image, mailboxes, and phone numbers on an internal level. Our marketing staff will also search for ideas to help you improve your marketing in the future
Each client will always have a handover meeting
We will arrange a conference call between the new accountant (who you will also meet) and your current point of contact to onboard your clients. If you intend to retain your current employees they can easily transfer to our team and there is no need for a handover (for the clients they manage).
5. The Long-term
Meetings once a month to keep you up to date on your practice
We will provide you with a monthly report explaining how successfully your accounting practice has performed, as well as any new clients onboarded, marketing campaigns started or of any compliance renewals for your firm etc.