We don’t put every client on the same platform, because that would be solving our problem, not yours. Once your engagement letter is signed, we confirm your preferred tools as part of onboarding and work with whatever actually fits your business.
Platforms We Work With
Depending on your business and where you’re at, that’s usually one of these:
- Google Sheets: flexible, low-cost, and genuinely enough for a lot of simpler setups
- Xero
- QuickBooks
- Zoho
- Sage
Already on one of these? We work inside it, full stop. Not sure what to pick yet? We’ll recommend something based on where your business actually is, not what’s trending. See our comparison of online accounting software for the fuller breakdown.
Financial Statements
Whatever platform runs your day-to-day bookkeeping, we prepare your financial statements, Profit & Loss, Balance Sheet, Trial Balance, for internal use, lender or grant applications, or CRO filing where audit exemption applies. The platform changes. This part doesn’t.
How We Communicate
Documents go through your intake form. Everyday contact, check-ins, quick questions, happens over email or WhatsApp, whichever you’d actually use. We respond within one business day and schedule check-ins based on what you’ve signed up for.
Questions About This?
What if I’m not confident with spreadsheets or software? That’s genuinely fine. We’ll get you comfortable with clear, practical guidance, not a manual you’ll never open.
Do I need to switch platforms to work with RizFin? No. If what you’re using works for your business, we’ll work inside it.
Final Thoughts
We’re not trying to fit you into a system we prefer. We’re keeping your records accurate on whatever platform actually works for your business, and that’s the whole point.