How we work with clients

Engaging The Bookkeeping Collective starts with a simple phone call and results in complete business clarity

phone consultation

1. Phone consultation

When you partner with us for your bookkeeping, the relationship begins with a phone call where one of our bookkeeping experts will ask you a series of questions about your business. This is how we get a feel for your requirements and tailor a solution to suit.

document on laptop screen

2. Detailed proposal

From there, we create a complete proposal that includes an overview of your package, your recommended Xero plan + add-ons, troubleshooting and an agreed-upon fixed fee than can be structured with a payment plan to suit your cash flow needs.

setup training

3. Set-up & training

Once you’ve accepted our proposal, the process for establishing and maintaining your books can begin. All Bookkeeping Collective plans are flexible to accommodate your evolving business requirements.

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4. Ongoing service

We manage your books on a weekly basis based on your tailored requirements. The complete bookkeeping service we offer is fixed price, so you know what to expect and how to budget each month.

For a tailored solution that's just
right for your business