Here's what you can expect from the moment you accept our quotation until your engagement is fully active.
Once you accept your quotation through Xero, we'll receive immediate notification and begin preparing your onboarding.
We'll send you a welcome email containing everything you need to begin onboarding.
Complete the online onboarding form, provide your business information and upload the required supporting documentation.
Sign the Engagement Letter and approve any required SARS or accounting software access requests.
Where applicable, we'll issue your first invoice or agreed deposit request in accordance with the accepted quotation.
We'll review your onboarding submission to ensure we've received everything required to commence your engagement.
Once all onboarding requirements have been satisfied, we'll formally commence the agreed services and begin working on your engagement.
We'll confirm that your engagement is active and provide your Client Welcome Guide containing everything you need to know about working with us.
