LETS GET STARTED
We're excited to join your team! Where do we go from here?
01
Initial Inquiry
Enquire via our website, email or give us a call.
Elevate will get back to you as soon as possible to schedule a 15 to 20 minute discovery call, where we will go over any pre-shared information.
02
Discovery call and consultation
We'll run through some high-level questions about your business operations, pain points, and current systems.
Identify & discuss which services you need (e.g. bookkeeping, management reporting, payroll, forecasting, etc).
Elevate will note current volumes and complexity indicators.
03
Evaluate scope
The Elevate Team work on quantifying the estimated time for each service based on the discussed:
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transaction volume
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frequency of deliverables (monthly, quarterly, weekly)
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number of employees/payroll cycles
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reporting complexity
Identify any setup or catch-up work required (e.g. cleaning prior accounts, transitioning from another system).
04
Pricing & Proposal
Based on the estimated hours required, Elevate will convert this into a pricing range or fixed package (which ever option your prefer).​
This will Include assumptions (e.g., based on current transaction volume and timely information).​
We will send a formal proposal for you to review prior to engagement.
05
Follow Up
​Elevate will contact you to discuss the quote, adjust if needed, and finalise scope before signing agreement and onboarding.​
06
System Access
With your assistance & permission, Elevate will gain access to current finance systems and any other integrated software.
07
Go Live
The Elevate Team will fly into action, creating a schedule of dates dedicated to your business ​and share with you so you know what to expect and when.