When you subscribe to Concierge, you are matched with a real person. A licensed accountant who learns your business and takes care of your books every month.
What your accountant does for you
Records every sale, purchase and payment your business makes
Matches your transactions against your bank statements
Makes sure everything is sorted into the right categories
Closes your books each month so your records are always current
Prepares and files all your tax returns and government reports
Runs your payroll and handles employee-related filings
How to reach your accountant
You can contact your accountant directly. No ticket systems, no waiting in a queue.
Chat - Send a message from inside cybooks
Email - Write to your accountant's direct email address
Video call - Book a call through the Concierge page in cybooks
Tip: Your accountant usually replies within 1 business day.
What happens each month
Your accountant follows the same process every month to keep your books accurate and up to date:
Collecting your data - We pull in transactions from your connected bank accounts and any documents you have uploaded.
Sorting and checking - Each transaction is reviewed and put in the right category. Your accountant makes sure the VAT is handled correctly for each one.
Making adjustments - If anything needs correcting, or if there are amounts that belong to a different period, your accountant sorts it out.
Final review - A second person on the team checks the work before your books are marked as done for the month.
How to check progress
The Concierge page in cybooks shows a timeline for each month of the year. Each month shows one of these statuses:
Tax-Ready - Done. Your books for this month are finalised and approved.
Books Reviewed - Your accountant has finished. A second person is checking the work.
In Progress - Your accountant is working on it.
Your Input Needed - We need something from you before we can continue. Check your requests for details.
Click on any month to see exactly what is happening.
What if my accountant is away
Your accountant is backed by a team lead and a quality reviewer. If your accountant is unavailable, someone on the team picks up where they left off. Your books are never left waiting.