This is the cornerstone of our transparency, both to our team and clients. It’s within this space that we confidently unveil the essence of our operations.
Who are we?
We are Zetique. We empower small businesses to stay on top of their finances. We pride ourselves on being an innovative boutique bookkeeping company, always evolving and pushing into new dimensions.
We consider ourselves saviours of small businesses. Far too often, our clients are overlooked by larger firms, dismissed as merely pursuing ‘hobbies’, and left feeling neglected and unworthy of financial assistance. We are here to guide them, answer their questions, put their numbers in order, and become a part of their team.
Timeline of Zetique’s History
Officially registered in Ontario, Canada as JnH Bookkeeping. We had only three referred clients and Kozmos was just four months old. Jayne was the doer and Hassan the planner/assistant. Jayne, the initial bookkeeper, and Hassan, who served as the assistant bookkeeper/administrator while also researching business operation strategies, together navigated through the unfamiliar terrains of entrepreneurship. Our motivation was to develop a digital business model that could operate remotely, affording us the flexibility to relocate to Puebla, Mexico, on October 30th, 2016, along with our newborn child and the nascent business. We were keen to test the viability of this business model.
Apr 30 – Nov 30 2017
Back to Toronto. Number of clients had grown through word of mouth because of high quality service. We started with a clear vision – to build a brand synonymous with quality and reliability, and one that could empower our clients. We identified a niche in serving small business owners who were being overlooked by larger bookkeeping companies. Caroline and Lorraine joined our team.
Our guiding principles have always centered on fostering a collaborative and inclusive work environment. We decided to offer flexible work arrangements that empower our team members to work from anywhere and set their own schedules.
Sept 06 – 2019
We decided to change the name to “Fewer Hats Bookkeeping”. and officially registered in Ontario. No website, no Social media, no logo – nothing just loyal clients. Team: Jayne, Hassan, Lorraine, Caroline and new member Claire.
Sept 26 – 2020 and present
Because of a copyright issue, we had to change the name. We came out with ZETIQUE.
Team: Jayne, Hassan, Lorraine, Caroline,Sindy, Amanda, Rachel, Lisa, Krystin, Chelsea, Conny and Paula
Our vision is to innovate the world of bookkeeping and accounting for small businesses. We envision a future where technology and human expertise unite, transforming financial management for small businesses.
Our mission is to empower our clients, to deliver accurate, timely, and personalized bookkeeping and accounting services that empower our clients to make informed decisions about their finances. We aspire to bridge the gap left by larger firms, providing the undivided attention and specialized service small businesses deserve.
Our core values
- We exclusively work with small businesses who share our values of integrity, transparency, and growth. Small businesses that are overlooked by the big bookkeeping and accounting companies.
- We prioritize a culture of collaboration and inclusivity, offering flexible work options that allow our team members to work from anywhere and make their own hours.
- We put our clients at the heart of everything we do, prioritizing their needs and striving for their satisfaction
Our pillars of decision making
Our culture- the 06
We exclusively work with small businesses. At Zetique, we’re all about empowering small businesses with personalized, innovative, and technology-driven bookkeeping and accounting services. Our culture reflects this mission and our core values of integrity, transparency, growth, collaboration, inclusivity, flexibility, and customer-centricity.
1. Trust, autonomy and empowerment
We trust in one another in our roles and positions, not only in each other’s roles and positions but also in the relationships we build with our clients. Our teams have the freedom to personalize their approach, adapting to meet the unique needs of each client. This autonomy fosters a sense of empowerment within our team, sparking innovation and creative problem-solving at every turn.
2. Integrity, transparency and care for each other
We foster a culture of honesty and openness, both internally and in interactions with clients. At Zetique, integrity isn’t just a buzzword – it’s the cornerstone of our operations. We champion a culture of honesty and transparency, applying these principles both internally and in our interactions with clients. We’re more than just a team, we’re a community. Our care extends to each member, offering kindness, compassion, and support especially during challenging times.
3. Growth and collaboration
We encourage teamwork and collaboration, and provide opportunities for professional growth. We inspire one another at work, avoid blame, and forgive mistakes. We are devoted to growth and collaboration, encouraging teamwork and providing a myriad off opportunities for professional advancement. Our team members inspire one another, embracing a culture of learning from mistakes rather than attributing blame.
4. Innovation and technology
We promote a culture of continuous learning and innovation, particularly in relation to technology and industry advancements. We provide regular training and development opportunities. Our commitment to innovation is deeply intertwined with our passion for technology. We stay ahead of industry advancements, offering regular training and development opportunities to ensure our team is equipped with the latest knowledge and skills.
5. Inclusivity and flexibility
We strive to create a diverse and inclusive workplace, and offer flexible work options to promote work-life balance. We embrace diversity, striving to create an inclusive environment where everyone feels they belong. We understand the importance of work-life balance and offer flexible work options to accommodate various lifestyles and needs.
We ensure that the needs of the client are at the heart of everything we do. We put your needs at the heart of everything we do, ensuring our services align with your goals and expectations. Welcome to Zetique, where your business is our priority.
How we work
- We work in a self-managing team and we call it – “The Pod”
- We exclusively collaborate with individuals who appreciate the value we offer, uphold the terms of our mutual agreement, and conduct themselves in a professional manner.
Our focus area
- We are a client-focused team – We nurture our clients
- We are “motherly” and “mother” our clients in the best possible way
- Work exclusively with small/medium businesses
- We integrate financial empowerment with bookkeeping
- We don’t serve inventory based businesses unless they manage their own inventory
- We use exclusively QBO and desktop
- Hands-off, do it all for you
Our primary goal is to establish and maintain a top-notch team. We want to achieve this by making Zetique one of the most transparent companies and crafting the best workplace environment for our team. After becoming part of our team, we are committed to empowering our members to:
- Enhance their impact and performance
- Expand their personal and professional growth
- Feel a deep sense of purpose and a strong sense of belonging.
We believe in remote work. It allows our team to carry out their tasks and responsibilities from any location in the world, eliminating the traditional constraints of a physical office. This mode of work promotes flexibility, improves work-life balance, and opens up opportunities for growth.
Being fully remote presents a wealth of benefits. It lends clarity to results, enabling us to assess individuals based on their outcomes rather than the number of hours clocked in an office setting. Our aim is to create a seamless working experience, no matter where you are.
Remote work essentials
We believe in fostering a collaborative and inclusive virtual workplace while adhering to essential compliance and legal requirements. As a new remote team member, we want to ensure you are aware of the following important aspects:
Equal Employment Opportunity:
In our remote work environment, we celebrate diversity and promote an inclusive culture. Discrimination based on race, color, religion, sex, national origin, age, disability, or any other protected characteristic is strictly prohibited, following applicable laws.
Your well-being remains a priority, even in a virtual setting. We expect all team members to adhere to safety protocols while working remotely.
Data Privacy and Security:
Safeguarding your personal and sensitive information is vital. Our company complies with data protection laws, ensuring secure data handling practices.
As a remote team member, you will have access to confidential company and client data. We trust you to maintain the same level of confidentiality as you would in an office environment.
Just like in a traditional office setting, remote employment at Zetique is at-will, allowing for termination by either party within legal guidelines.
Remote Work Policy:
We encourage you to familiarize yourself with our remote work policy, which outlines guidelines for remote team members, including expectations for communication and productivity. This is provided to our new team members on their first day with us.
Technology and Communication Tools:
Our remote team relies on specific technology and communication tools. We’ll provide you with the necessary resources and training to ensure a seamless remote work experience.
Anti-Harassment and Anti-Discrimination Policies:
We uphold a zero-tolerance policy for harassment and discrimination, and we have established channels for reporting any concerns or issues.
Compliance with Laws:
As a remote team member, you are expected to comply with all relevant laws and regulations pertaining to your role, regardless of your physical location.
Code of Conduct:
Our code of conduct applies to our whole remote team just as in any in person set up. It sets the standards for ethical behavior and professionalism.
Training and Development Opportunities:
We believe in investing in your growth. Our team members have access to various training and development programs to enhance their skills.
Welcome to Flatland
Our team operates in a pod structure with an emphasis on collaboration and shared responsibilities. This promotes greater communication and gives our team members freedom to make decisions towards the success of Zetique. Our founders are always ready to support our team.
Hence, Zetique adopts a flat organizational structure (though, we should clarify, we fully acknowledge that the earth is not flat). This is our concise way of expressing that we have limited hierarchy. We encourage every team member to view this company as theirs to guide—toward opportunities and away from risks.
- You have the power to propose changes, improvements etc.
- You have the greenlight to create your own space and place while putting your clients first. Every company will tell you that “the customer is the boss,” but here that statement has weight.
- There’s no red tape stopping you from figuring out for yourself what our customers want, and then giving it to them.
If you’re thinking to yourself, “Wow, that sounds like a lot of responsibility,” you’re right. And that’s why we want to empower you.
Zetique’s unique pod structure
At Zetique, we’ve pioneered a dynamic, efficient, and effective structure for our teams – the Pod. Every Pod is autonomous and driven by specific goals, defined and inspired by our corporate vision. A typical Pod consists of 3-4 highly skilled bookkeepers, working together in unison, with an unrivaled focus on achieving exceptional results for our clients.
- Empowering our team
- Boosting our productivity with a value-driven culture
- Self-Management built on a solid frame in circular structure
Pod structure and functions
Independence and Accountability
Every Pod is self-sufficient and takes full responsibility for its performance and results. From conducting internal meetings to managing workflows, our Pods operate independently but never in isolation.
The competency mix within each Pod varies, reflecting Zetique’s broad skill scale, ensuring a comprehensive service delivery to our clients.
The Pillars of Our Pod – Our Members
All members of our Pod are highly competent professionals in bookkeeping and accounting. Their proficiency levels, based on Zetique’s skill scales, equip them to handle diverse client tasks, ranging from meticulous data entry to stringent quality control.
Pod guidelines – our path to success
We strongly advocate for the significance of the maker’s schedule. Pod members decide when to have a meeting. And if they have a meeting it’s very short and focuses on problem-solving and decision-making related to specific processes, clients, or tasks. These sessions, lasting 30 minutes, were facilitated by team members, chosen by rotation to foster a democratic environment.
90% of the decisions are taken autonomously within the Pod, such as scheduling meetings or handling client handovers, holidays, and customer success, client zoning, needing more team members, increasing client fee, recruitment and interviews, setting new goals, etc. For company-wide decisions, such as budget, changing pricing, or firing a headache client, higher-level approval is sought.
Our pod goals and objectives
Our aspiration is to transform 90% of our clients into zealous Zetique “Green zone”, maintaining a zero-client count in the “Red Zone ”.
Pod responsibilities – is all about delivering excellence.
- Pod Management and Quality Control: Our Pods take a proactive role in overseeing their operations, ensuring high-quality bookkeeping, and exercising strict control over all accounting records. They set their own goals, track outcomes, and focus on continual performance enhancement.
- Client Communication and Profile Maintenance: Our Pods maintain ongoing and transparent communication with clients. This regular interaction facilitates accurate profile updates, reinforced by quarterly in-depth reviews with the POD Centre to ensure all information is precise and up-to-date.
- Financial Report Analysis and Feedback: Offering more than mere bookkeeping, our Pods analyze clients’ spending patterns and overall business health. Through regular financial report analysis and providing meaningful feedback, we give clients valuable insights to aid decision making and growth.
- Client Follow-up System and Introductions: We believe in nurturing strong relationships. To this end, our Pods implement and maintain a robust client follow-up system, ensuring clear and consistent communication. We also introduce new clients to the Pod team, creating a bond right from the outset.
- Team Expansion and Pricing: Attuned to the need for growth, our Pods can identify when additional team members might be necessary due to increasing workflow. They also have the insight to recognize when pricing adjustments may be required. The Pods provide recommendations for hiring, onboarding, and pricing to ensure optimal performance.
- Client Handovers and Collaboration: Change is a constant in any dynamic business environment. Our Pods ensure a smooth transition during client handovers, maintaining consistency and quality. They actively collaborate with other pod leaders to tackle more complex issues, leveraging collective expertise for the best outcomes.
Diversity & inclusion
At Zetique, we take immense pride in our commitment to fostering diversity and inclusion. As a Canadian enterprise, championing these values is ingrained in our DNA. We strive to appreciate the unique traits and characteristics of every individual, ensuring that everyone feels welcomed, is treated equitably, and is given equal access to opportunities. This focus allows each person to contribute wholly to our organization’s success. We understand that achieving diversity and inclusion is a continuous journey, requiring constant learning, adaptation, and a readiness to learn from our mistakes. Embracing this approach, we not only cultivate a richly diverse workforce, but also nurture a culture of inclusion that stimulates innovation, productivity, and overall business excellence.
From a recruitment perspective, we focus on diversifying the top of the recruitment funnel, i.e. encouraging more people from underrepresented groups to apply. At Zetique, the categories of people who we consider to be underrepresented are (in no particular order):
- People of color
- Members of the LGBTQ+ community
- Those with a disability, whether visible or not
We believe in recognizing and rewarding the unique skills and contributions of our talented team members. To ensure fairness and transparency, we have implemented a skill-based pay scale system that determines remunerations based on individual skill levels. In this brief introduction, we’ll explain how our pay scale system works and how it benefits our team members.
At Zetique, we assess the skills of each individual employee using a comprehensive evaluation process. This assessment considers various factors such as education, experience, certifications, and demonstrated abilities. By evaluating skill levels, we gain a holistic understanding of each team member’s expertise and potential.
Pay Scale Tiers:
Based on the skill assessment results, we have established a series of pay scale tiers. These tiers reflect the range of skills within our organization, allowing us to reward team members at different levels of proficiency. Each tier represents a set of skills, qualifications, and responsibilities that contribute to the growth and success of our company.
Advancing in the Scale:
Team members have the opportunity to advance within the pay scale system based on their professional development and continuous improvement. By investing in personal growth, employees can enhance their skills and progress to higher tiers. Advancement is achieved through a combination of experience, further education, training programs, and successful performance evaluations.
The pay scale system directly influences the remuneration team members receive. As individuals progress through the scale, their remuneration increases accordingly. This system ensures that team members are recognized and rewarded for their expanding skill sets, dedication, and contributions to our organization’s success.
Benefits of the System:
Zetique’s skill-based pay scale system fosters a fair and motivating work environment. It encourages team members to continually develop their skills, fostering personal and professional growth. By aligning pay with skills, we provide a clear and transparent compensation structure that motivates our team members to excel in their roles.
At Zetique Inc, our skill-based pay scale system recognizes and values the unique talents and abilities of each team member. By assessing skills, providing opportunities for advancement, and correlating pay with expertise, we ensure a fair and rewarding work experience. We believe that this system promotes personal growth, job satisfaction, and the overall success of our organization.
We, as a boutique bookkeeping company that loves working with small business owners and supporting small, local businesses in Canada. We specialize in taking the overwhelm out of the numbers for small and medium sized businesses.
We are always excited when we receive loads of applications to join us. It shows the value we provide to our teams and customers. We are happy to see that you are thinking about joining the crew. As a rule of thumb, we always advise all applicants to get to know this manual, to see if it’s the right place for you, your career and life.
Your first days at zetique
So, you’ve gone through the interview process, you’ve signed the contract, and you’re finally here at Zetique. Congratulations, and welcome. Zetique has an incredibly unique way of doing things,WE ARE DIFFERENT, but we know it can take some time to get used to the Zetique working model.
This manual was written by people who’ve been where you are now, and who want to make your first few months here as easy as possible
This is your first three months. Here is a glimpse of what happens:
- Introduction to the team
- Exposure to Zetique culture
- Roles and expectations
- Exposure to the Wiki-how, manuals, systems and processes
- Understanding of Zetique vision,mission, core values, mutual laws
- Introduction to client files
- One on one meetings
- Meet your onboarding buddy
So now you know where to find your client folders, how to use your Kanban and what tasks need to be done. You know your team members. You’re even pretty sure that you know what the only guy’s name is. You’re not freaking out anymore. In fact, you’re ready to show up to work with enthusiasm, turn on your computer, and then what? This next section walks you through figuring out what to work on. You’ll learn about how tasks work, who will help you troubleshoot and more.
What to work on
- Assignments: your team lead will create for you your assignments. They will always be next to you to help you with anything you need. Doing your first assignments will determine your growth in Zetique. You will learn new skills and new approaches.
- FAQ’s: You will have lots of questions to ask not only your team lead but everyone in the company (don’t worry, we are a small team). This is your chance to deeply understand our core values, our vision, and our mission. So, the opportunities for learning are huge. Take advantage of this fact whenever possible: the more you can learn about the team dynamics, data entry, reconciliation etc. the more valuable you become.
- Team contribution: You will be participating in our monthly team catch ups. You will be requested to organize and come up with your own ideas. Remember, everyone is ready to help you.
- Training: You will have step by step learning video materials ready for you. Watching the videos and understanding by doing it will help you a lot, plus everyone is ready to answer all your questions anytime.
Next to work on
- By this point, three months in, you should have a clear understanding of your strengths and areas requiring further development and support. You feel comfortable working within the Pod
- We usually conduct a short meeting to discuss your goals and career growth and how we can help you. We will explore if we match each other. If Zetique makes you feel home
- We are interested in your ideas – how can we make Zetique better? What did you experience that could be improved on? Having fresh eyes on the business leads us to make things even better.
Here’s a preview of what to expect during your next three months with Zetique
- Able to reconcile all programs, banks
- Proficiency in Zetique Software, banks
- Emailing with clients
- Become a full member in the Zetique team and culture (organizing Zetique social monthly meetings)
- Complete the trainings
- Get even more familiar with our Creative Mind Hub and our WikiHow Manual
You’ve solved the nuts-and-bolts issues. Now you’re moving beyond wanting to just be productive day to day—you’re ready to help shape your future, and Zetique’s. Your own professional development and Zetique’s growth are both now under your control. Here are some thoughts on steering toward success
It’s time to grow
Working at Zetique provides an opportunity for extremely efficient and, in many cases, very accelerated career growth. In particular, it provides an opportunity to broaden one’s skill set well outside of the narrow constraints that bookkeepers can have at most in other companies. So the “growth ladder” is tailored to you. It operates exactly as fast as you can manage to grow. You’re in charge.
Putting more tools into your toolbox
By now it’s obvious that your role is clear, your responsibilities are defined, and your expectations are met. You will get specific training for specific tasks. You will get all the skills necessary to do end to end bookkeeping. In this period, we don’t have an exact timeline to follow. You can jump into the next stage soon after you feel comfortable and fully confident working at Zetique. In this phase, you will begin communicating with clients through email before transitioning to face-to-face interactions.
What we expect from you
- Be active in our team meetings
- Complete the training videos
- Be curious and ask questions
- Contribute to the team
- Figure out what you need in order to do end to end bookkeeping
Tiera means earth in Latin, so now you are on planet Zetique. It was an exciting time going through all the evolutionary processes and now you have landed on Zetique planet – welcome onboard.
There are not many words to tell you here. You are the matrix of Zetique. It’s your individual commitment to the team effort: That is what makes a team work, a company work, a society work, a civilization work, Zetique work.
- Able to provide consulting and advice to your assigned clients
- Nurture your clients
What we expect from you
- Continue to be active in our team meetings
- Fully independent on doing all your tasks
- Be curious and ask questions
- Contribute to the team
- Fully responsible & accountable for your work.
- Ready to face clients and talk to them about their file and their needs.
Welcome to Planet Earth, to the flower stage where you bloom and start to be in charge of your own clients. There is no timeline to follow. You have complete control and autonomy.
- Completed end to end bookkeeping trainings
- Attending/shadowing the senior bookkeeper at the zoom meetings with clients
- Nurture your clients
What we expect from you
- Continue to be active in our team meetings
- Fully independent on doing all your tasks
- Be curious and ask questions
- Contribute to the team
- Fully responsible & accountable for your work.
- Ready to face clients and talk to them about their file and their needs.
At Zetique Inc, we value our team members and strive to create a supportive and fulfilling work environment. We understand that work-life balance and personal well-being are essential for your success. In this short introduction, we’ll highlight some of the fantastic benefits we offer, including flexible schedules, health-related bonuses, office equipment support, and generous vacation time.
Whether you’re a part-time or full-time team member, we believe in giving you the autonomy to shape your work schedule. At Zetique, we understand that everyone has different needs and responsibilities outside of work. With consideration for workflow, you can build your own schedule, ensuring a healthy balance between your personal and professional life.
We care about your well-being and want to support you in maintaining a healthy lifestyle. That’s why our full-time team members receive an additional CAD$100 every month for any health-related expenses. Whether it’s gym memberships, wellness programs, or other health initiatives, we’re here to help you invest in your well-being.
Office Equipment Allowance:
Working efficiently and comfortably is crucial, especially when working remotely. To assist with your productivity, our full-time team members receive CAD$100 every six months to cover any office equipment expenses. Whether it’s a new ergonomic chair, a standing desk, pens/ pencils, or other essential tools, we’ve got you covered.
Here’s a brief overview of how it works:
The Office Equipment Allowance is exclusively available to our full-time employees and can be used to cover any expenses such as the following:
- Computer equipment: This includes desktops, laptops, monitors, keyboards, and mice.
- Internet and phone service: This includes the cost of a reliable internet connection and phone service.
- Office furniture: This includes desks, chairs, and other necessary furniture.
- Other office supplies: This includes office supplies such as paper, pens, pencils, notebooks, sticky notes, etc.
- Professional development courses: This includes any courses where our bookkeepers can acquire new skills and knowledge relevant to their role and responsibilities. Examples of such platforms are Coursera, Udemy, and EDX.
The allowance is provided every six months, aligned with Zetique’s fiscal year. The first period runs from April to September, and the second period spans from October to March.
To utilize the allowance, you will need to submit receipts for the office equipment purchases to our HR department. Once your receipts are approved, you can expect the reimbursement to be deposited into your bank account within one week of submitting the claim.
The Office Equipment Allowance is not accumulative. This means that any unutilized portion of the allowance from one period cannot be carried over to the next period. We encourage you to make the most of the allocated allowance within each respective period to enhance your workspace and productivity. Any unused amount will not be carried forward, so we recommend planning your office equipment purchases accordingly to fully benefit from this allowance.
We want to ensure transparency and provide you with all the necessary information. Therefore, the complete Office Equipment Allowance policy will be shared with you within your first week of joining Zetique Inc.
At Zetique Inc, we believe in supporting your work environment and enabling your success. We hope that the Office Equipment Allowance helps you create a comfortable and efficient workspace.
Generous Vacation Time:
We understand the importance of taking time off to rest, recharge, and create lasting memories. That’s why we provide our team members with three weeks of paid vacation, excluding the week of Christmas and New Year’s. This gives you ample opportunity to relax, travel, spend quality time with loved ones, and return to work rejuvenated.
In this brief introduction, we’ll outline our vacation policy and provide you with the simple form to request your well-deserved time off.
Our vacation policy at Zetique Inc which is shared with you upon your start at our company provides you with the opportunity to take time off and enjoy a well-deserved break.
To request vacation time, simply fill out our user-friendly vacation request form that is also provided to you once you become a member of our dream team. This form helps us streamline the process and ensure that your time off is well-coordinated with the team and business requirements. We encourage you to submit your request in advance, allowing us to plan effectively and provide you with the best vacation experience possible.
Once you submit your vacation request, our team will review it promptly. We strive to accommodate your preferred dates whenever possible, considering the overall team schedule and workload. Our goal is to strike a balance that benefits both you and the organization. Rest assured that we value your time off and will do our best to accommodate your request, providing you with a stress-free vacation experience.
Once your vacation request is approved, it’s time to relax and enjoy your well-deserved time off! Whether you’re planning an exotic getaway, spending time with family and friends, or pursuing personal interests, we want you to make the most of your vacation. Disconnect, recharge, and return to work feeling refreshed and energized.
At Zetique Inc, we believe that our team members are the driving force behind our success. That’s why we offer a range of benefits designed to support your well-being, promote work-life balance, and enhance your overall experience. From flexible scheduling to health-related bonuses, office equipment support, and generous vacation time, we’re dedicated to ensuring that you thrive both personally and professionally.
We understand that finding the right balance between work and personal life is crucial. That’s why we have implemented a set of Time Management Policies to support your well-being and flexibility.
Enjoy designated days off for national holidays and other recognized occasions to recharge and spend quality time with loved ones.
Accumulate additional time off based on hours worked or specific arrangements, allowing you to take well-deserved breaks when needed.
Embrace a work schedule that suits your needs, enabling you to manage personal commitments while meeting work requirements.
These policies are designed to help you maintain a healthy work-life integration. During your first week at Zetique Inc, we’ll provide you with a comprehensive policy document detailing guidelines, entitlements, and procedures for each policy.
Your growth is our growth
Here at Zetique we believe that when the company succeeds, our team members succeed. To progress in your career here, it’s essential to align yourself with our team’s objectives and the company’s goals. Here’s how you can make the most of your career progression opportunities:
Ship Fast and Give/Receive Feedback:
To drive your career forward, focus on delivering work promptly that aligns with our team and company objectives. Embrace a culture of open and direct feedback, both giving and receiving. This practice helps you improve your own performance and supports others in doing the same.
Spot and Fix Problems Early:
As objectives evolve, it’s crucial to identify and address any issues you come across promptly. Early detection of problems contributes to fine-tuning objectives, ensuring efficient progress. Remember, being proactive in addressing challenges demonstrates your commitment to success.
Your Success is Linked to Zetique’s:
Your career advancement is closely tied to the company’s overall performance. Thriving in a successful organization makes it easier to justify and provide pay raises to high-performing individuals. Therefore, investing yourself in your work, caring about your team, and prioritizing our clients’ needs are vital inputs for career progression.
Career Progression through Caring:
Balancing individual growth with team and clients’ needs is key. Focusing solely on yourself hinders value creation, while concentrating solely on your team may overlook client’s requirements. By consistently demonstrating a caring attitude towards your work, team, and clients, you pave the way for long-term career progression. At Zetique this commitment will be recognized and rewarded.
How We Support Your Progression:
Learning from Excellent Peers – We maintain a team of exceptional individuals who work transparently. This transparency allows you to observe and learn from your colleagues, ranging from Zoom meetings to decision-making and the development of our frontend.
Autonomy and Challenging Projects:
At Zetique we provide you with significant autonomy, pushing you beyond your perceived limits. You’ll tackle a wide range of interesting and impactful problems, from data-related challenges to creating new products, designing user experiences, and advisory resources and opportunities.
Our Mothership prioritizes your support and growth without micromanaging. They provide a safe space for regular career check-ins during your 1-1 meetings to ensure you’re on the right track.
Skill scale system:
Instead of fancy titles, we value the practical outcomes of your work. You can showcase your skills and problem-solving abilities through your movement within this scale.
Direct Feedback and Learning:
Your everyday work is seen by your team members, who provide valuable direct feedback. This combination of great colleagues and constructive feedback nurtures continuous learning and personal development.
How We Don’t Support Your Progression:
Formal Checklists or Career Frameworks: We prioritize intrinsic motivation over rigid frameworks. We believe that checklist-style progression can create misaligned incentives and hinder individual growth.
Emphasis on Fancy Titles:
At Zetique, we maintain a relatively flat organizational structure, promoting autonomy over titles. Your contributions and skills speak for themselves and carry more weight than superficial designations.
Reliance on Managers for Progression:
While managers play a supportive role, sustainable progression comes from within. Your self-motivation to advance is a driving force
Training & Professional Development
We strongly believe in investing in the growth and development of our team. We have established a comprehensive Professional Development Program to support your career advancement and enhance your skills.
Here’s what you can expect:
We foster a collaborative learning environment where you can benefit from the collective knowledge and experiences of your fellow bookkeepers. Engage in training sessions led by experienced team members, allowing you to learn from real-world scenarios and share best practices.
Access our exclusive Creative Mind Hub, a rich repository of resources tailored to the needs of remote bookkeepers. Explore a diverse range of materials, including articles, guides, templates, and industry insights, to expand your knowledge and stay up to date with the latest trends.
Experience the convenience of on-demand learning through Loom videos. These recorded sessions provide you with the flexibility to revisit topics at your own pace, ensuring a deeper understanding of key concepts and procedures.
Our professional development and training space is designed to empower you with the necessary skills and knowledge to excel in your bookkeeping career. As a remote bookkeeper at Zetique you have the opportunity to grow alongside a supportive and collaborative community.
We value your professional growth and success. Through our tailored training initiatives, accessible resources, and interactive learning opportunities, we aim to equip you with the tools needed to thrive in your role.
Journey to Excellence
At Zetique, our dedication to delivering top-notch performance and exceptional professionalism is at the heart of what we do. In our pursuit of excellence, we’ve crafted the “Journey to Excellence” – a friendly framework aimed at addressing performance hiccups and ensuring our valued team members understand and meet expectations.
Who Does It Apply To?
Well, everyone in our Zetique family is included – full-time team members, part-timers, and our trusted independent contractors.
Performance Expectations We Value:
As part of our Zetique family, we strive to:
- Consistently meet our quality standards and complete projects in a timely manner
- Answer our client inquiries quickly and efficiently
- Respond swiftly to internal team communications
- Attend all mandatory get-togethers (also known as meetings!)
- Maintain accurate and up-to-date records and documentation
- Communicate effectively with our team members and clients
- Achieve or even outdo our set performance objectives
The Journey to Excellence
Our journey is simple and supportive:
Step 1: Personal Growth Map
Should a team member face challenges in meeting Zetique’s high standards, they’ll be provided with a Personal Growth Map. This guide outlines the areas requiring improvement, actions to help meet those expectations, and a timeframe to achieve these milestones.
Step 2: Progress Check-In
After the Personal Growth Map period, a supportive review will be conducted. If the team member has met the expectations outlined in the map, fantastic! If not, we’re here to provide additional support through further Personal Growth Maps or other measures, helping everyone be at their best.
Step 3: Time-Out or Farewell
In instances where performance doesn’t improve following the Personal Growth Map, we may have to consider a time-out (suspension without pay) or a farewell (termination). We understand Zetique’s high demands may not be for everyone, and if the pace doesn’t match with your comfort, this might suggest Zetique might not be the right place for you.
Your Voice Matters (Appeal Procedure)
Our team members always have the right to voice their thoughts on any decision made. If you wish to appeal, please submit your thoughts in writing to our friendly HR department within five working days after the action.
We believe that this nurturing approach to high performance will help everyone flourish in our demanding environment. We’re here to support each other and want everyone to strive for excellence. We ensure a fair and empathetic system is in place if things don’t go as planned, making Zetique a place where everyone feels encouraged and supported to achieve their very best.
Step 1: Discovery & Assessment
Our first step is the discovery and assessment phase. During an initial e-meeting, we get to know your business and assess your current accounting practices. Our Sales Representative then uses this information to design a service plan tailored to your needs, including the type and frequency of reports.
Step 2: Setup & Introduction
Once the service plan is agreed upon, we move onto the setup phase. A contract is prepared, reviewed, and signed, setting the stage for our collaboration. Post-signing, you’ll be introduced to your new bookkeeping team through an email and a virtual meet. Your business and job will be added to our internal workflow system, ensuring smooth operations.
Step 3: Integration & Follow-up
Lastly, you’ll receive a Zetique Welcome Package containing a handy guide to what you can expect from our partnership. We’ll schedule regular check-ins led by our Team Support Manager to discuss progress and answer any questions.
This streamlined onboarding process allows us to provide the same personalized and efficient service while saving time for both you and our team. Welcome to Zetique!
Our onboarding process is designed to help you get started quickly and effectively. Here is a general timeline of what to expect:
- Account setup: We will set up your Bookkeeping account, you will need to provide us some login information, and we will send you an onboarding manual to guide you through the process.
- Onboarding Call: Your onboarding call will provide an opportunity for your dedicated team to discuss your goals, answer any questions you may have, and walk you through our processes. During this call, you’ll be able to provide us with any additional information we may need to deliver our services effectively.
- Service Delivery: Once your account is set up and your onboarding is complete, we will begin delivering our services to you.
Here’s a detailed outline of what we’ll be covering in onboarding, from our calls together to the early steps you and your team will take to get up and running with Zetique Inc. We can schedule our calls together sooner than the dates that they’re due — these are simply guidelines to ensure that we have enough time to get through everything we need to in the next
- From the time you accept the offer, it can take one day.
- If you get us everything in a timely manner then we can get you set up quickly.
Meet your dedicated team
Your dedicated team is made up of professionals who are experts in their fields and have been specifically assigned to work with you. They will contact you to introduce themselves, schedule a call to discuss your goals, answer any questions you may have, and walk you through our processes.
Client responsibility & expectations
We want to highlight the responsibilities and expectations of both parties. We hope that by clarifying these terms, we can strengthen our relationship and continue to work together for years to come.
We understand that life can get busy, but timely and effective communication is key to ensuring that we can provide you with the best possible service. We expect a timely manner to respond to emails from our team as soon as possible, provide updates on any changes to your financial situation, and let us know of any delays or issues that may affect our ability to deliver our services.
To ensure that we can perform our services in a timely manner, please provide us with all the necessary documents and information as soon as possible. This includes bank statements, receipts, invoices, and other financial records that we require. We understand that sometimes things can slip through the cracks, however, we would appreciate any effort that you could make to provide those documents on time in order for us to assist you better, in case such information is not provided promptly, this can result in delays on your reports and/or additional fees.
Accuracy of Information
We understand that financial matters can be complex, and we are here to help you navigate them. You agree to ensure that all information provided to us is accurate and complete. This includes verifying the accuracy of bank statements, invoices, receipts, and other financial records before submitting them to us.
Fees and Payment
We understand that everyone has different financial situations, and we are committed to being transparent and fair in our pricing. Our fees are based on the value we provide and the time we spend working on your account. We offer different tiers of payment:
- Six months
- Per project
On time and in accordance with the payment terms outlined in our contract. As a result of payment delays, a suspension of our services will occur until payment is received. If you are ever unsure about anything, please do not hesitate to reach out to us so that we can work together to find a solution.
The 5 pillars approach
- Customer Empowerment
- Personalized Service
- Caring and Supportive
- Clear and Concise Communication
- Feedback and Improvement
At Zetique, we believe in cultivating meaningful relationships with our clients, deeply understanding their businesses, and offering unique solutions that propel their success.
1. Customer Empowerment
We empower small businesses by providing the tools, resources, and education they need to manage their finances effectively. Expect insightful content on financial reports, bookkeeping basics, tax tips, and cash flow management, along with comprehensive FAQs, webinars, and blog posts dedicated to small business financial management.
2. Personalized Service
We recognize that each business is unique, so we tailor our services to meet our clients’ specific needs and goals. We provide them personalized financial reports, custom bookkeeping solutions, and regular check-ins to discuss their individual needs and aspirations.
3. Caring and Supportive
Our caring and supportive ethos resonates in every interaction. We express genuine care for our clients’ success, employing empathetic communication and celebrating their victories.
4. Clear and Concise Communication
We advocate for clear, transparent communication. Whether it concerns our fees, services, or processes, we ensure clarity at every step.
5. Feedback and Improvement
We highly value feedback and continually strive to enhance our services. Our clients’ opinions matter to us as they help us serve them better.
6. We don’t work with clients who
- Overwhelm with excessive emails without providing clear information.
- Withhold necessary information, creating a lack of trust.
- Require constant follow-ups for us to obtain needed details.
- Display an unprofessional attitude and use inappropriate language.
- Set unrealistic expectations relative to the scope and compensation of work.
At Zetique, we are committed to transparency with our clients. We work collaboratively to ensure mutual success and provide an unprecedented service experience.