Our Process

From first conversation to long-term partnership.

A clear, structured engagement that respects your time and your budget, starting with a free consultation.

The Process

Three Steps. Transparent Throughout.

01
Consultation & Assessment

We learn your business, your current setup, and what you're trying to achieve. Free of charge, no obligation.

02
Implementation & Setup

A scoped engagement with clear deliverables, agreed timelines, and fixed pricing wherever possible.

03
Ongoing Support

Continued advisory, monthly reporting, and proactive guidance as your business grows and changes.

What to Expect

A Closer Look at Each Stage

Consultation & Assessment

A 30–60 minute conversation, in person in Gaborone or on a video call, to understand your situation and identify priorities.

  • Free 30-minute discovery call
  • Review of current setup (if useful)
  • Clear written summary of recommendations
  • Scoped proposal with transparent pricing

Implementation & Setup

We deliver the agreed scope: whether that's a full accounting setup, a tax review, contract drafting, or a system migration, with a single point of contact throughout.

  • Single project manager assigned
  • Defined milestones and check-ins
  • Clear documentation of all deliverables
  • Handover with training where relevant

Ongoing Support

Most clients move into a continuing relationship, monthly bookkeeping and reporting, scheduled tax filings, and on-call advisory when decisions arise.

  • Predictable monthly retainer pricing
  • Regular reporting cadence (monthly or quarterly)
  • Direct access to your engagement lead
  • Annual review of scope and pricing

Responsive by Design

As a small firm, we don't have layered escalation chains. When you call, you reach the people who know your file.

  • Email and call response within one business day
  • Same team across every engagement
  • Clear escalation path for urgent matters
  • No surprises on scope or invoicing
Engagement Models

Three Ways to Work With Us

Different businesses need different rhythms. We offer three flexible engagement models, and we'll happily recommend the right one after our first conversation.

Not sure which model fits? Let's talk it through.

A 30-minute call is enough to figure out the right shape of engagement.

Request a Consultation