30 minutes where we:

• Understand your business and current setup

• Show you exactly how we'd handle your situation

• Give you a fixed-fee quote

• Answer your questions

• Let you decide

No pressure. No hard sell. Just clarity.

Typical onboarding: 2-4 weeks.

Why not faster? Because we build your automation properly. Rush jobs create problems. We'd rather take an extra week to do it right.

Current capacity? We're usually at or near capacity. If there's a waitlist, we'll tell you upfront.

Perfect timing to upgrade.

We'll:

• Review what they were doing

• Identify what was manual that should be automated

• Find better ways to handle things

• Make sure nothing falls through cracks

Often, clients are relieved to discover their old bookkeeper's "that's just how it's done" was actually "that's the only way I knew how."

Opposite.

Right now you probably: ❌ Don't fully trust your numbers ❌ Can't easily access reports ❌ Make decisions on gut feel ❌ Wonder if things are coded right

With us you get: ✅ Real-time dashboard from your phone ✅ Reports day 10, every month ✅ Complete Xero access (it's YOUR file) ✅ Direct line to your bookkeeper ✅ More visibility than ever before

You're not losing control. You're gaining clarity.

Doesn't affect you.

Solo bookkeeper leaves? You're screwed. Your Diverse bookkeeper leaves? You don't notice.

Because: ✅ Team Leader knows your file ✅ Systems are standardized ✅ Seamless handover process ✅ No single point of failure

This is why team > solo.

To Xero: Advisor access (full access to manage your file) To banks: Read-only access via bank feeds (we can't move money) To payroll: Access to process pays To other systems: Credentials for POS, practice management, etc. for integration

Security: We follow best practices and bank-level security protocols. We'll walk you through everything in discovery call.

Absolutely.

Most accountants love us because we give them clean, organized files that make their job easier (and faster, which saves you money).

Many accountants refer clients to us specifically because they trust our work.

If your accountant is good, we'll make them look great. If your accountant isn't good, we'll quietly suggest you might want to upgrade that too.

Three-month satisfaction guarantee.

Not working? We'll fix it, or we'll part ways professionally, or we'll help you find someone better.

No lock-in contracts. No cancellation fees. No hard feelings.

We want clients who love working with us. If that's not you, we'd rather know early.

Most bookkeepers use Xero. Cool.

What they don't have: ❌ 13 years of automation refinement ❌ $500K+ invested in technology infrastructure ❌ Team structure that provides coverage ❌ Industry-specific specialization ❌ Real-time dashboards ❌ Processes that deliver reports in 10 days

It's the difference between someone with a hammer and someone with a factory.

Tools are the same. Systems are completely different.

Yes. Daily.

Your real-time dashboard is accessible from your phone 24/7. Updated daily.

No more waiting for month-end reports to know where you stand.

Your Xero file is always yours.

If you outgrow us or want to hire internally, we'll do a professional handover:

• Clean, documented file structure

• Training for your new person

• Transition support

• No hostage-taking of data

We're confident enough in our service that we don't need to trap you.