How It Works

Here’s a quick explanation of the process required to pivot your business!

Book a Digital Consultation

Book Consultation or speak with our business development managers.

Fact Find

During your consultation you provide us with a quick outlook of your business finances. (i.e. Number of accounts, example of a monthly transaction statement, Gross revenue, etc.)

Quote

After analysing your data, we provide you with an exact cost for your monthly subscription.

Engagement

You’ll receive an engagement letter to sign digitally. Our onboarding specialist will quickly train you on linking your accounts, downloading apps and answer any questions.

The Pivot

Take your hands off the wheel… figuratively speaking, of course! Our team has everything they need to get working on your business finances. Now you can start concentrating more time towards growing your business and adding precious time to your personal life!

Unlimited Support

Oh, and we’re here when you need us — with unlimited support!

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