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Potential new client - introduction meeting

If you’re thinking of joining us and making the most of our services as a potential new client, this is how to book your complementary initial consultation, to make sure we are a good fit for each other.

Duration: 45 minutes

Quick question

A quick checkin or questions & answers session. These are included in your package, 15 minutes per unique query. These sessions are for questions that can be dealt with quickly.

Duration: 15 minutes

Inclusive quarterly meeting

This is your included online quarterly meeting included in your price plan. More frequent meetings, meetings of longer duration or different locations are charged for separately.

Duration: 1 hour

Xero or HubDoc Training

Xero and HubDoc training is charged at £25 per session and is designed for those times you need personal one 2 one training. To help with this, we’ve included a lot of the most frequently asked questions around using these platforms on these support pages. If the answer isn’t here, let us know and we can add it.

Duration: 30 minutes

Intro to Cash Management

A free 30 minute session to discuss our Cash Management System and how you might implement it.

Duration: 30 minutes