Ninety minutes.
No laptop.
The first meeting is a discovery conversation, and it is free. We do not open a deck. We ask what actually happens in your practice, and we quantify it back to you in your own numbers.
What the first call actually covers
So you can decide whether it is worth ninety minutes before you book it.
What happens today
Walk us through one month, from the client sending documents to the return being filed. Who touches it, and how long does each step take.
The volumes
How many entities. How many monthly versus quarterly filers. What is in the ledger, and which system holds it.
The honest bit
What did you file late in the last twelve months, and what is stopping you taking on more work.
What we bring back
Your process, quantified in your own numbers — roughly how many hours a month go into data entry and reconciliation, and which of them are worth automating.
Bring real documents to the second meeting. Three bank statements and twenty invoices from one entity, under NDA and redacted if you prefer. Nothing we can say is as persuasive as showing you your own March reconciliation, done.
Otto is a mySmart Ltd product.
A Mauritian company, in the same small professional community as the firms it serves. Your contract, your data processing agreement and your due diligence are with us — a local, contracting, insured entity you can visit, not a product name and a support inbox in another time zone.