How we work
Your first 30 days.
You will always know what happens next. From the day you sign, every step has a date.
Day by day
Five dates that set the pace.
The Clarity Report on Day 30 is for clients with ongoing monthly support (a retainer, such as the Finance Office).
- Day 0Welcome, and your onboarding pack.The pack explains what happens next, what we need from you, and who to call.
- Days 1 to 3Kick-off meeting.We agree your goals, arrange access to your records, and set up your deadline calendar.
- Day 7Your first quick win.An early, visible result: for example, a tax calendar for your business or a plan to clear a backlog.
- Day 14A check-in call.How is it going so far? Anything to change?
- Day 30Your first Clarity Report, and a review meeting.One page on where you stand, and a meeting to agree the next steps.
After the first month
A steady rhythm.
- Every monthYour one-page Clarity Report, with next month’s deadlines already scheduled.
- Every quarterA review of results, plans and new needs.
- Every yearA planning session and an open review of fees.
Questions
Questions about getting started
Questions and answers
When do the first 30 days start?
On the day your engagement letter is signed: that is Day 0. Onboarding takes place within the first seven days.
What do you need from us?
Access to your records and a person we can work with. Your onboarding pack lists exactly what we need.
What happens after Day 30?
A Clarity Report every month, a review every quarter, and every year a planning session and an open review of fees.
Let’s begin
Start the conversation.
Book a 45-minute conversation, with no obligation. Or message us on WhatsApp and tell us what you need.
Telephone (main line)+233 558 488 771
Office line+233 303 982 606
WhatsApp+233 558 488 771
PostP.O. Box MD 1477, North Legon, Accra, Ghana