First and foremost, our sales process starts with a conversation. We want to learn more about your business and what your bookkeeping needs are. We will then tell you how Ozlop is doing things a little differently from other bookkeepers out there.
Once we’ve got to know each other better then we promise that we will only work with you and your business if we are certain that we can provide the services you need. What’s more is that we’ll also be sure to quote the right fee for the service we provide and then review it periodically so it keeps pace with your business needs and ensures you’re never paying more than you should.

Sales Process

  1. Quick Chat to find out if there’s an opportunity to work together
  2. Meeting to get to know as much as we can about your business, explain if and how we can help you and then provide a quote for the service tailored for you
  3. Provide any extra information needed to help us reach a decision together before a final meeting
  4. If you decide to move forward then we set up the Direct Debit Payment facility and book your Kick off Call to get things moving
  5. We have a proven on-boarding process to get you up and running quickly and efficiently