Before we send a quote, we run a session.
Two hours with a chartered accountant. $900 + GST. A written strategy document delivered within 48 hours — whether you proceed with us or not.
2 hours
With a chartered accountant
12–16 pages
Written strategy document
48 hours
Delivered after the session
Yours to keep
Whether you proceed or not
Two hours. Eight inclusions.
Not a sales call. A working session — a chartered accountant goes through the eight things that make or break a set of books.
Chart of accounts
Rebuilt around your business — service line, site, or product family.
AR rules
Reminder cadence, aged debtors view, 60-day escalation rule.
AP rules
Weekly Ignition batch, accounts@ inbox triaged daily, remittances out automatically.
Balance sheet recon
Every account, every line, every month. No suspense. No undeposited funds.
P&L interpretation
Margin by service, fixed vs variable, one-off line items isolated.
Software stack
Audit of what’s running. Pruned. AI tools that actually save hours added.
Bank access
View-only or transactional. You keep the keys to anything transactional.
Existing setup audit
An arm’s-length look at what your previous people have been doing. Named issues, fixes, timelines.
From booking to blueprint in 48 hours.
Book and pay
Secure your session in under a minute. Pick a time that suits you straight after checkout.
Two-hour session
A chartered accountant works through your numbers, your setup and the eight inclusions with you.
Document in 48 hours
A written strategy document lands in your inbox — findings, scope and fixed-fee pricing.
What you walk away with.
Every session ends with something in your hands — not a follow-up call, not a proposal that never lands. A document you can act on, with us or without us.
Written strategy document
Twelve to sixteen pages. Findings, the eight inclusions we’d run on your accounts, scope and pricing for ongoing work. Delivered within 48 hours of the session.
Fixed-fee proposal
Monthly retainer locked at sign. Unit prices in your proposal are the unit prices on your invoice — no surprise increases between BAS quarters.
Honest feedback
On what your accountant should be doing, that they may not be. On the software you’re paying for and don’t use. On the bookkeeper you have — without finger-pointing.
Sense of where you sit
Benchmarked against businesses in your bracket. You leave the session knowing more about your numbers than you walked in with — even if you don’t proceed with us.
Two ways to get started.
Ready to move? Book and pay now. Want to talk first? Grab a free discovery call — no obligation either way.
Strategy session
One-off · $900 + GST
- Led by a chartered accountant
- All eight inclusions worked through live
- Written strategy document in 48 hours
- Fixed-fee proposal — no hourly billing
- Yours to keep, whether you proceed or not
Secure checkout via Stripe · Pick your time straight after
Not ready to commit?
Book a free 20-minute discovery call first. Talk it through with the team and see whether a strategy session is right for your business — before you pay a cent.
Free 20-minute call
No sales pressure
Honest read on whether we’re a fit
Things people ask
Is the strategy session deducted from ongoing fees?
No. The $900 is for the thinking. It’s a standalone deliverable. You keep the document either way — including if we decide we’re not a fit.
Can I keep my current bookkeeper and just use iKeep for advice?
Yes. Many strategy session clients stay where they are and use the document to improve their existing setup.
What if you decide we’re not a fit?
We tell you that, and where appropriate we point you toward someone who is. The strategy document is yours either way.
Do I have to change accountants?
No. We work with whichever accountant you have. Most of our best work comes from accountants referring their bookkeeping clients to us.
100+100+ accountants trust iKeep
Ready to get the full story?
Tell us about your business and we’ll show you what complete, current and accurate books really feel like.