Send the basics
Complete the short guided enquiry. It captures the service, workload, current system, timing and preferred way to respond.
A clear process
From scattered records to a bookkeeping rhythm that works.
No jargon-heavy onboarding. Start with the real problem, agree the scope and use the safest handover method for your records.
Erica reviews the scope
The goal is to understand the real workload before quoting—especially for catch-up work or mixed bookkeeping and admin.
Agree the service
You receive a clear scope for once-off catch-up, recurring monthly support or focused admin work.
Share access safely
Invite Erica as an authorised user from inside your cloud-accounting platform. Never send your password.
Set the document rhythm
Agree what is needed, how often it is sent and who is responsible for each recurring item.
Keep communication clear
Questions, missing records and next actions stay visible so there are fewer last-minute surprises.
Cloud-accounting access
Your password stays private.
QuickBooks OnlineInvite an accounting firm or authorised user.
XeroInvite a user and choose the agreed permissions.
SageUse user management to grant the right level of access.
Zoho BooksInvite a user and select the appropriate role.
Excel or offlineUse the approved document handover process.
Not sureErica will explain the safest next step.
Never send passwords, PINs or one-time codes.An invitation from your own accounting platform is not the same as sharing your login. You keep ownership and control of access.
Ready when you are
Start with what is messy, behind or taking too much time.
Tell Erica what is happening. The guided enquiry turns it into a clear starting point.