How we work

Three weeks to onboard. Then a calendar you can plan around.

A named point of contact stays with your account throughout, and it is the same person you meet on the discovery call.

01 Onboarding, week 1

Discovery call

Thirty minutes to understand your books, your systems, your close calendar and where the friction is. No obligation and no pitch.
02 Onboarding, week 1

Requirements review

We review your chart of accounts, current reporting and transaction volume, then scope the work and quote a fixed fee.
03 Onboarding, week 2

Process mapping

Every routine gets documented: who approves what, which reports go where, what the close checklist looks like.
04 Onboarding, week 3

Knowledge transfer

Access is granted under NDA, your named contact is introduced, and we run one cycle alongside your existing process before taking over.
05 Steady state

Daily operations

Transactions processed as they arrive, AP and AR run to schedule, reconciliations kept current rather than caught up.
06 Steady state

Monthly reporting

The close runs to the agreed date. Your reporting pack arrives without you asking for it.
07 Steady state

Continuous improvement

Quarterly reviews of what is still manual, what could be automated, and what the reporting pack is missing.

Security & confidentiality

How your data is handled

Offshore only works if the security question has a clear answer. Here is ours.

Named individuals only, least-privilege access, and immediate revocation when someone rolls off the account.

Signed by the firm and by every individual who touches your data.

Data access is logged. We can produce the log if your auditor asks for it.

Work happens inside your systems. Financial data is not downloaded to personal machines.

Technology

No migration, no new licences, no asking your team to learn another tool. If you already run something not on this list, tell us on the call.