
1
Basic Info
2
Book Your Call
3
Confirmation
Your meeting has been reserved! Here's what's next:
Meet Alasdair Milroy
How it works
1
Book a Discovery Call
This is where we determine if we are a good fit to help you succeed.
2
Your Financial Healthcheck
Step 2 assesses the quality of your finance system and benchmarks your business on 8 key drivers of company value.
3
Book Your Proposal Meeting
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.
4
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

Blog: Yacht Accounting Simplified
Want to know more about what to expect when working with us? Click below to learn more.

YouTube channel
Want to know more about what to expect when working with us? Click below to learn more.
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