fbpx

How it Works

Step by step process

How does it work?

Step

1

Initial Contact
You enter your contact details in the ‘Start a Free Trial’ Contact form.
A friendly Cotchy team member will be in touch with you to book in a consultation Zoom appointment with one of our CPA Accountants.
Start Free Trial

Step

2

Let’s Chat
We'll explain how you can run your business with a clear picture of your finances with Cotchy!
Once you have had your consult and are happy to commence using our services, we will introduce you to your dedicated Account Manager.

Step

3

Time to Get You Set Up On Our Free Trial
We will safely and seamlessly integrate the data from your current software to our platform.
You will always have full access to all of your accounts, we can assist in setting up the software for easy access on your devices.
We then collect your bank feeds for the first free month trial using our automated software. We stay in touch constantly in this first trial month.

Step

4

We’ll Do the Lot
We prepare and complete your free month’s trial then send you the Monthly Financial Reports to review that are easy to understand.

Step

5

And Finally…
If you are still happy we set you up on a monthly subscription under our CPA approved engagement letter. No hidden fee surprises!
Time for you to relax, stop stressing about your books and start focusing on growing your business!

Have any burning questions?

Check out our Frequently Asked Questions to find the answer you may be looking for!