We partner with accountants to elevate their advisory offering - to include systems and software implementation for their clients.

How we work with Accountants:

We firmly believe that chartered accountants should be the first point of call and trusted advisors for small business owners.

However, it’s impossible to do everything with excellence. There is a beautiful overlap between the core deliverables of a CA and an Operations Consultant - both are focused on setting up clients for growth, streamlining, getting great data and ensuring operational efficiency.

As an experienced Operations Consultant, ex-bookkeeping business owner and cloud software implementer with over a decade of experience, I’m well aware of how challenging it can be to deliver successful software implementation projects. That’s why I’ve developed a 7 step process (download here) and have chosen to be an expert in a bespoke selection of platforms.

If you have a client that needs support to work out which system(s) are best fit for their needs, we can help. From scope, research, testing, implementation, integration, training, documentation, SOPs and ongoing support - we can deliver the right dose to best fit the needs and budget of the business.

We will work alongside you and your team to your ideal involvement - keeping you in the loop, collaborating with you to ensure your client goals are achieved.

make sense to discuss further? Book a CALL

⭐⭐⭐⭐⭐

“Heidi is an absolute pleasure to work with. She really knows what she is talking about and is very accommodating and thorough. We highly recommend her services.”

- Go Graphics -

⭐⭐⭐⭐⭐

“Heidi was organised, on to it, and offered great support to myself and my team when onboarding and implementing the system. She dealt with our time restraints with ease, and nothing was ever too much of a problem. She took the reigns when implementing the software, which allowed me to focus on continuing to run our business. A real godsend when we are all so busy.”

- Sort My House -

⭐⭐⭐⭐⭐

“Heidi took a structured approach, which staged the software transition in a way that felt very safe and measured for the team and the organisation. She is very informative, and it was a pleasure working with her.”

- Ātihau-Whanganui -

Our Process

The typical way we work alongside accountants is as follows:

You identify their client needs systems/software support. Give us a call to bounce the problem and see if it’s the right next step….
We will have a complimentary discovery call with your client [entirely up to you if you want to attend]. If we can help, we present a fixed-price proposal for implementation and training!
You can set the level of input you would like to have in the project delivery.
We deliver the project and train your client in their new software platform, as well as integrate to Xero.
The result: a happy client, and a strengthened “trusted advisor” relationship with you, their CAs being available by phone and email.

We specialize in helping service based business, built manufacturing and fabrication businesses get job management systems implemented in under 30 days without losing any billable staff time or having any interruption to their business- even when large amounts of detailed data migration is required.

I know that’s a bold claim, but we’ve helped 50+ clients in different industries in just under 12 months to do this, and every business has had significant time savings, better transparency on their operations and huge improvements in their processes as a result.

The best part is your clients have an experienced Operations Consultant with a good dose of financial grounding on the case - so the data that matters to you as their trusted advisor will have integrity.

Does it make sense for us to hop on a quick 15 minute call to discuss this further?

Book a CALL