A good process
starts with clarity.
You should know what tasks we take on, what we need from you and what the next steps are. That's why we create a clear, common framework before we start.
Make a non-binding enquiry
01 / Getting to know each other and understanding needs
The first conversation will be about your company and the tasks for which you are looking for relief. You can tell us what is already working well and where documents or queries are backing up. Initial information about the desired services, the amount of documents or the number of employees is helpful.
We clarify whether your request fits our offer. Questions about tax returns, annual financial statements or legal advice are differentiated from the start.
02 / Coordinate services and offers
Based on the initial situation, we discuss the desired scope. Which tasks remain internal? What documents do we need? Which time periods should be processed? This creates an individually tailored offer. Remuneration and contractual conditions will be clarified before start.
03 / Prepare documents and handovers
Before ongoing processing begins, we determine the information channels. This includes responsibilities, the appropriate transmission method and, if applicable, handover dates. If a tax consultancy or another service provider is already involved, we will discuss the necessary organizational interfaces.
04 / Working together in everyday life
The agreed documents are provided and processed to the agreed extent. Missing information or unclear processes are collected as queries. An understandable routine helps to keep track of open points and to keep processing comprehensible.
05 / Re-vote if changes occur
Your company is changing. More receipts, additional employees or new ways of working may require different processes. If needs change, we talk about appropriate adjustments to the scope of services and collaboration.
This will help for our first conversation
- A short description of your company
- The tasks you would like help with
- An approximate amount of documents or staff
- Information on existing software and specialist consultants involved
- Your desired start time
Please only send confidential documents after agreeing on a suitable transmission method.
Frequently asked questions about getting started
How does a collaboration begin?
It starts with a personal conversation. You describe your situation and we discuss the scope, documents, responsibilities and the desired start. You will then receive an offer tailored to your needs. Only after the coordination do we start with the agreed tasks.
What documents are required for an offer?
For an initial assessment, information about the type of company, the approximate number of monthly receipts, the employees and the software used so far will help. You do not have to send us any confidential documents via an unsecured contact request.
How are the costs made up?
The effort depends, among other things, on the volume of documents, the number of employees, the condition of the documents and the agreed tasks. That's why we don't mention any flat-rate prices on the website. After getting to know each other, we will discuss an individual offer with a clearly defined scope of services.
How do you change from a previous service provider?
First, open tasks, available documents and contact persons are clarified. We then coordinate a structured handover. A binding start date can only be set once the required information and responsibilities are known.
Are there fixed package prices or a minimum term?
Scope, remuneration and contractual conditions are agreed individually. No specific terms or price promises are promised on the website. The conditions are discussed before the collaboration begins and recorded in the offer or contract.
More freedom begins
with a good conversation.
Tell us where you need support.
Together we will find out what suits you.