We’d love to have a quick chat to understand more about you, your business and show you how we can help.
We have a series of simple questions to see if we are a good fit for your business and its needs.
Click on the button below to book your call today.
FAQ’s
What is a discovery call?
The discovery call is designed to get all the information we need about you, your company and your current setup.
We then take a look at any areas that need improvement or updating so that we can give you the best service possible.
We also take the opportunity to make suggestions that may save you time and ultimately money.
The is the first step in building a trust partnership for both of us.
We cant wait to meet you.
Do I need to prepare anything?
Not really, we’re going to ask you a few questions about your current finance setup and how you rate it out of 10. (Obviously we’re going to make it a 10)
We’ll also offer suggestions, where we think we can add value, save time and overall, save money.
Just come in to the meeting with an open mind and we’ll help you through the process.
Its nice and easy.
Will I get a quote in the meeting?
The short answer is no.
The aim of the meeting is to ensure we have everything we need to be able to understand how we can best help you and ensure we can add value.
We can then book in your proposal meeting, where a client manager will guide you through the next steps and provide you with a detailed quotation for the work you need us to undertake.
We can’t wait to start working with you.