How we work
What a month with Accuvio Accounting looks like.
1
Books closed
Your transactions reconciled in Xero by the 10th working day.
2
Management pack
Income statement, balance sheet, cash flow and your KPIs, with commentary in plain language.
3
Monthly meeting
We walk you through the numbers and agree the actions that matter.
4
Cash-flow update
A rolling forecast so you see cash pressure before it arrives.
Getting started
From first call to first month-end.
1
Free consultation
A 30-minute call to learn about your business, your numbers and what you need. No charge, no obligation.
2
Scoped proposal
A proposal that sets out what's included, what's excluded, and your fixed monthly fee.
3
Engagement letter
A formal letter defines scope, fees, response times and any pre-agreed escalation as your business grows.
4
Onboarding
Xero set up properly and a clean handover from your current accountant, handled by us, not you.