You've already ticked off the first step in starting working with Trio simply by signing the proposal. The next steps are pretty quick and painless too.
STEP 2 – We'll get you to send through Xero access so that we can have visibility of your financial position. This is essential for us to be able to assist developing your future plans and strategies.
STEP 3 – We'll book in a time for our first meeting.
STEP 4 – You'll get in touch with your current accountant and let them know that we are working with you to provide additional support. If you could provide an email introduction to your accountant, we will touch base with them both as a professional courtesy and to ensure that we aren't providing you with conflicting advice or information.
If at any point in your on-boarding processes you're unsure what's happening, what to do, or why we need this information just let us know - we'll be happy to explain things to you in more detail.