This is the start of something great

Welcome to Switchfoot. It’s time to jump in.

On behalf of the whole team, we’re so excited to start working with you. Here’s a welcome video from Rebecca, Switchfoot’s founder and director.

Your onboarding journey

How the first year of our partnership will look

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The intro

  • Discovery call
  • Get to know each other
  • Goals and values
  • Are we a good fit?
  • How we work Proposal
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The handover

  • You sign up
  • We sort the boring bits
  • Previous accountant admin
  • Compliance work expectations set
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The check-in

  • We get to know your team and business
  • Iron out any historical creases
  • Get books up-to-date
  • We answer any questions
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Strategy session

  • Clarify your vision
  • Create a personal financial plan
  • Create a business plan
  • Set 12 month plan and quarterly goals and actions
  • Establish training and support needs
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The work begins

  • Cashflow forecast
  • Succession planning
  • Budgeting Systems review
  • Tax planning
  • Accountability coaching
  • Organisational review
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Are we on track?

  • How are the numbers stacking up?
  • How’s our service been?
  • Online check-in
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Refine & repeat

  • Celebrate your wins
  • Rest key initiatives
  • Adjust goals and redefine what success looks like
  • Revise training and support needs
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We highly recommend all clients consider a basic business strategy package

How we help you achieve your business goals with balance

Outstanding communication

No exclusionary jargon – Usually replying within 24h – Unparalleled transparency

Support to understand the numbers and plan ahead

Planning tax liabilities – Managing your accounting admin – Avoiding surprises

Always looking for different ways things can be done

Looking for alternative solutions – Encouragement to go outside your comfort zone – Actions backed up by experience

What we expect from you

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Honesty and transparency

Sharing your business and personal plans – Letting us know if you’re struggling – Asking questions via email, Loom or in meetings if you don’t understand something
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Responsive communication

Replying to emails within a week – Communicating with us at least once quarterly – Using Calendly to organise meetings
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Putting your best foot forward

Being open to new ideas – Having a positive outlook on tax – Doing your best to complete tasks within the agreed time – Following the advice we provide

Want to know more? Take a look at our onboarding blogs.

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Before we set off on the road to greatness, there are a few things we need from you.

Get started by completing your onboarding checklist.

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