Your consultant will take you through a proposal tailored to you to give you a clear list of services to meet the personalised outcomes we’ve agreed.
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Sign your Proposal
Once your Proposal and Letter of Engagement is signed, you’re welcomed into our community. Next is our simple onboarding process so you know what to expect and when.
To make the most of our time together, review these resources before our call
Review Your Pre-call Protocol
Confirm the invite. Check your inbox and accept the calendar invitation to lock in the secure video link. Protect 25 minutes. Ensure you join the call from a quiet private location with your camera turned on so we can discuss sensitive numbers openly.
Want to skip the basic introductions and dive straight into data? Take 15 minutes to complete the Value Builder Questionnaire right now. By submitting your score before we connect, Alasdair will have a direct gap-analysis of your 8 core value drivers ready for your call.
Hear from business owners like you who unlock the finest advisory services
Alasdair has been supporting She of the Sea for over a year with all things accounting. Setting up and keeping on top of accounts beyond that of budgeting was not my area of strength and the peace of mind that came from knowing that this was in good hands freed up my time and mind to focus on important day-to-day tasks.
