Getting Started

With a Free Discovery Session Getting Started Is Easy

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After your free Discovery Session (similar to a free product tour) we’ll find a bookkeeper who has the skills and experience to take on your time-consuming, day-to- day bookkeeping tasks. You’re then free to work on your business, instead of in your business. Here’s how it works…

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Step 1 Free Discovery Session

We’ll talk to you about your business and the kind of skills you need from your new bookkeeper(s).
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Step 2 We’ll make some calls

Once we know what you’re looking for, we’ll leverage our network of highly-skilled and reliable bookkeepers. If your business provides specialty services or uses specific software, we’ll make sure that the bookkeepers we select are trained and ready to work within your system.
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Step 3 We’ll work together

With a bookkeeper chosen and ready to join your practice, we’ll work with you to ensure your processes and procedures are well-documented and easy to follow. This helps to ensure that any work performed by your new team member will meet the same standards your bookkeeping clients have come to expect.
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Step 4 Let’s get started!

Nice job, you now have a new, qualified team member to help you manage your day-to-day and client workload— congratulations! We’ll continue to work with you, providing ongoing support, advice, and helping out wherever we can.

Take the first step towards more free time, increased revenue, and a more successful bookkeeping business

Book your free discovery session today.

Ready to start outsourcing?

Outsourcing elements of your bookkeeping business can be scary. It’s a big leap. But at the end of the day, it’s one of those things you can’t fall in love with until you’ve tried it. Mulling it over, spending sleepless nights wondering if it’s right for you— stop.

Click below to book a quick chat (for free) with one of our outsourcing experts. There’s no obligation, you’ll still be able to change your mind, and you can get any burning questions off your chest. By the end of the call, you’ll know, definitively, whether or not you’re ready to start outsourcing.

Speak to one of our experts to learn if outsourcing is right for you. Click below to chat with us for free.

Frequently Asked Questions

Still curious about our process? Check out some of our most common questions and concerns below.
If you can’t see your question listed, contact us at contactus@upbooks.com.au

- Strong Affinity with Western Culture
- Fantastic English Proficiency
- Philippines produces over 3,000 CPAs each year
- Similar Time Zone to Australia (Team members can work to Australian time zone with no problems)

We like to give our clients a time frame of 3 - 5 weeks. This gives the client a perfect window for us to work with them to ensure their documentation & processes are perfected while we have our in house training going on with our bookkeeper in the background.

Did we miss something? Want to know? Speak to us.

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