What the Discovery Call is all about

Our Discovery Process enables us to get an insight into your business needs


Tell us about your business

You can book your discovery call on our calendar, and then fill in a questionnaire to tell us more about your business and accounting needs. We need to see if we’re a good fit.

Attend Proposal Meeting

If we think we can work together, then we will arrange a proposal meeting where we invite you to view the services we feel your business requires.

Get Onboard

Once you’ve received our proposal email and are happy – simply click ‘approve’ and we will begin our easy-peasy onboarding journey.

Step 1. Discovery Call

Your free Discovery Call takes less than 15 minutes and is all about you and your business. We ask things like:

  • What prompted you to reach out to us?
  • What’s working well in your business?
  • What challenges are you facing?
  • What is your annual revenue?
  • How many employees do you have?
  • What current accounting software do you currently use?
  • On a scale of 1-10. How would you rate your current accountancy function?
  • What would make it a 10?
  • When is your year-end?
  • What questions can I answers of yours?

Step 2. Proposal Meeting with Transparent Pricing

We price via our proposal tool, GoProposal™ 

If we decide that we are a good fit, GoProposal is the digital pricing tool that we use to produce a quote quickly and collaboratively. When we’re in our proposal meeting, we can run you through the services we advise for you, and put together a quote right in front of your eyes. Doesn’t get more transparent than that!

Remember, your price is based on your circumstance, not on an estimation or your budget, and the beauty of GoProposal is that we can easily update the quote with you if the scope changes and we need to re-evaluate your requirements. Both yours and our data is fully encrypted, so you can be sure that you’re in safe hands too.

Step 3. Follow-up Meeting or Loom Video

Once we’ve sent our proposal, you can either accept the proposal (and sign the Letter of Engagement) or you can wait to find out more.

All our proposals are valid for 15 days and we follow-up on our proposals within a week of sending them, either by arranging another meeting or by sending a Loom link (video) that explains the great service offering and investment in First Accounts.

We will also guide you through your Finance function as it operates as an “app stack” using our AppsMap diagram. This gives you the overview you need to see how much value a robust financial processing system can add to your business.

Step 4. Proposal Acceptance

Once you have accepted our proposal, we will take you on our world-class onboarding journey, powered by Senta.
We have robust systems which have been configured to ensure that our workflow runs efficiently and effectively with the exchange of information between us and our clients acting seamlessly.
Our team is motivated to provide the creativity and expertise that other systems can’t deliver, to help you to build a more profitable agency with more predictable financial performance.

I need someone to do my bookkeeping

Move your books to the cloud and get technology to take care of all that data entry. Stay compliant and find out insights to your business using analytics.


I want to start a company

Register your company, get set up for VAT, collect PAYE from your employees and get ready to pay corporation taxes online.


I need help getting grants/investment

Find out about grants available to your business and how to apply for them; never miss a tax rebate again; and secure that investment with a rock solid pitch deck.


I need to sort my taxes

Once you’ve moved your books to us, preparing and filing your taxes will be easy. All you need to do is tell us which taxes you want us to prepare!


My staff need to be on payroll

Get your staff onto payroll and make sure that you never miss a payday again. We also promise to calculate PAYE/PRSI and remind you when it needs paying.


I need to file company returns

Get all the company secretarial services your business needs right here today, without getting off your seat! We have a range of services to avail of.