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How it Works

Step by step process

How does it work?

Step

1

Initial Contact
You enter your contact details in the ‘Book A Free Chat’ 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.
Book A Free Chat

Step

2

Let’s Chat
We'll explain how you can run your business with a clear picture of your finances with Cotchy!

We'll answer all queries you may have and advise on the best pricing package to suit your needs.

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 Set Up
We set you up on a monthly subscription under our CPA approved engagement letter. No hidden fee surprises!

If you choose to move across to the software included in our service package, we will safely and seamlessly integrate the data from your current software to our platform. (You are more than welcome to stay with your current software if you prefer.)

We collect your bank feeds using our automated software and stay in touch constantly in this set up phase.

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.

Step

4

We’ll Do the Lot
We prepare and complete your book work, then send you the Monthly Financial Reports to review that are easy to understand.

Step

5

And Finally…
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!