Discovery

A conversation, not a sales pitch

Booking a call with a new supplier can feel like opening the door to a hard sell. Here is exactly what actually happens, so you can book with confidence.

Book Your Discovery Call

1. Discovery call

30 minutes on your business, your books and your bugbears. We listen more than we talk.

2. Proposal meeting

We show you exactly what we would run, how, and for what fixed monthly fee. Questions welcome, pressure absent.

3. Implementation

We set up the cloud stack, migrate cleanly and take over the books with no gap in your records.

Before you book

What is a discovery call?

A relaxed 30-minute conversation about your business, your current bookkeeping and what is not working. We listen, we ask sensible questions, and we tell you honestly whether and how we can help. No slides, no hard sell.

Will I get a quote in the meeting?

The short answer is no, and that is deliberate. A quote guessed in a meeting is a quote that changes later. We take what we learn, look at your volumes properly, and come back with a fixed price you can rely on.

What happens after the call?

Three stages: the discovery call, a proposal meeting where we walk you through exactly what we would do and what it costs, and then implementation, where we set up the tech and take over the books with no gap in your records.

Who will I speak to?

An Ookkee adviser, a real member of our UK team, not a salesperson. If we are not the right fit, we will say so and point you somewhere better.