Start with what
isn't working.
You do not need to arrive with a solution, a specification or the right terminology. Tell us what is taking too long, creating unnecessary work or simply not working as well as it should.
Tell us the problem.
Maybe Xero has become difficult to manage. Maybe two pieces of software should be communicating but are not. Maybe your team spends hours completing a process that feels like it should take minutes. Or perhaps you can see an opportunity for AI but are not sure where it would genuinely help.
That is enough to start with. We can understand how the business currently works, identify what is creating the friction and work out whether there is a sensible improvement worth making.
There is no assumption that every problem needs new software, a large project or an ongoing commitment. The right answer is the one that makes the business work better.
Send over a short explanation of what is happening and any context you think might be useful.
harvee@39financials.com39 Financials is designed to support businesses remotely across the UK.
Some problems need one focused piece of work. Others benefit from continued support.
What's the problem?
A few details are enough. You do not need to prepare a full brief. Tell us what is happening now, what is frustrating you and what you would like to work better.