The Journey to
Financial Clarity
Switching to Maven is seamless. We handle the heavy lifting, allowing you to focus on what you do best while we transform your finance function.
Initial Consultation
A 30-60 minute deep dive into your business goals, current challenges, and financial structure.
Bespoke Quote
Receive a transparent, fixed-fee proposal tailored exactly to your business requirements.
Letter of Engagement
Formalise our partnership with digital signing—no paper, no post, no hassle.
Professional Clearance
We handle the entire transition from your previous accountant, including historical data.
Software Setup
Configuration of Xero or QuickBooks, bank feeds, and automated receipt capture tools.
The Maven Cleanse
A comprehensive audit and cleanup of your historical records to ensure a perfect baseline.
Remuneration Strategy
Review of remuneration strategy to ensure the most tax-efficient way for you to extract profits from your company.
Proactive Reporting
Establishment of your monthly or quarterly management reporting to provide ongoing financial visibility.
Ongoing Support
Service delivery and ongoing support to keep your business on track.
