It's so Easy to Engage Our Services
We've made it easy to engage our services as easy as possible. After you contact us (or at the same time), we’ll speak over the phone to assess your business bookkeeping requirements.
We achieve this by going through our discovery analysis with you, so we know at least the following:
If we are the right bookkeeping company for you.
The scope of work you need us to focus on.
What software solutions you use or need to use.
Within this process, we learn your requirements, such as what reports you need weekly or monthly. Your GST compliance and BAS cycle or whether you need us to handle your payroll or not. The list goes on, but with this information we can present you with our letter of engagement. You then have all the information you need to decide if Positive Traction Bookkeeping is the right choice for you, and if you want to engage our services.
Officially Engage Our Services
Once you accept our letter of engagement, we provide you with any relevant legally required authority documents. These may include ATO or payroll authority for example. Once you electronically sign these, we will send you a list of logins etc (such as accounting software) we require. These would include any other software solutions you currently use and would like us to manage.
With all this completed, we can deliver professional bookkeeping services to you and strive to contribute to your business success.
It's that easy to engage our services. We guide you through the few simple steps to make it a quick and painless process.