Before we send you a proposal to officially bring you on board as a Starfish client (woohoo!), we’ll ask you for access to your Xero account. If it’s your first time working with an accountant, we don’t blame you if it comes as a bit of a surprise!
Your financial information is sensitive, private data, and should always stay that way. We ask for access to your Xero account to set the most accurate expectations from the jump, so you know exactly what to expect when you come on board as a client.
It allows us to identify where we can support you
Seeing what’s going on in your Xero account enables us to be as precise as possible with the services we recommend. Once we’ve looked at your financial data, we then have a clear picture of what’s going on in your business, the areas you need help with and which services will benefit you and your business. We’ll only ever recommend the services we think you truly need, so looking at your Xero data lets us gauge just how and where we can help you.
It lets us give you the most accurate quote possible
When we provide services for our clients, we don’t work on a one-size-fits-all pricing model. That’s because small startups will probably have a rather different amount of transactions to a business that’s been operating for 10 years, and the amount of time we need to dedicate to it differs accordingly.
For example, by taking a look at your records in Xero, we get a precise idea of just how many transactions you have and the scale of bookkeeping we’d need to provide. From that data we can give you an accurate quote that breaks down exactly how we can help you and what’s involved.
We spot where you can secure easy wins
Before we start working together, we want to give you full confidence in what you can expect from us. It’s why we like to dive in and do a quick scan of your Xero account to identify any easy wins.
Perhaps you’ve been overpaying VAT; we’ll flag it up before you sign the proposal, so you know how we’ll save you money from day one. We want you to feel as positive and confident as possible while you run your business, so we’ll show you exactly how you can hold on to more of your hard-earned profits.
Our Xero health check kicks things up a notch
While our pre-proposal scan of your Xero account spots quick wins, our Xero health check service goes over your data with a fine-tooth comb. We make sure nothing slips through the net, finding ways for you to claim back overpaid tax, get paid faster and make your systems work for you instead of against you. To get started, book your Xero health check today.
