Unlock business growth through teamwork
Becoming a Client
From initial enquiry through onboarding to continuous support, our process is designed to be straightforward and approachable. At Squid Bookkeeping we understand the importance of simplicity and efficiency when it comes to onboarding new clients. Rest assured, our process is designed to be straightforward and seamless, guiding you every step of the way, and ensuring that we chat regularly throughout the process. Below you'll find a roadmap outlining the easy steps involved in joining the Squid Bookkeeping community.
Schedule an intro call where we will delve into your business and explore ways we can provide support. Following our chat, a proposal fee will be presented via email for your consideration, accompanied by the next steps towards becoming a valued client.
When you are ready to join Squid Bookkeeping as a client, schedule an onboarding call . During this session, we'll clarify the service details, regularity of the support you need, confirm fees and kickstart the essential checks and paperwork required to commence our collabrative partnership.
Following the completion of checks and the signing of paperwork, we officially welcome you as a client. In the initial weeks, we schedule regular catch-up sessions allowing us both to ask questions, gain deeper insights into your business and gain access to all the relevant systems and apps to ensure a successful and collaborative client relationship.
Count on our ongoing support ! Beyond the numbers, our relaxed catch-ups not only decode your figures but also invite your questions, tackle worries and strategically plan for your business growth.