Understand your business
Discuss your current books, transaction volume, reporting needs and existing accounting software.
HOW WE WORK
A clear path from records to reports.
Know what to share, who to ask and what to expect at each stage.
THE DETAILS
A workflow you can follow.
Agree the scope
Define responsibilities, deliverables, access permissions, communication channels and the review schedule.
Organise the workflow
Agree how documents will be shared, how questions will be resolved and who will approve changes.
Maintain and reconcile
Record agreed transactions, reconcile balances and bring exceptions to your attention.
Review and improve
Deliver the agreed reports, discuss open items and adjust the workflow as your needs change.
THE DETAILS
What to bring to the first conversation.
Your accounting software name, the periods you need help with, an approximate monthly transaction count and a description of your current challenges are a good starting point. Please do not send confidential financial documents until a suitable sharing method is agreed.
YOUR BUSINESS DESERVES A CLEARER PICTURE