How we work
A process you can follow
Every engagement runs the same way, so you know what happens next.
Start to finish
Stage 1
Review
A look at the current books and how far behind they are.
Stage 2
Quote
A fixed monthly fee, plus a separate quote for any catch-up.
Stage 3
Onboard
Records moved across and a close date agreed.
Stage 4
Close monthly
The month closed on the date, with a short report.
EACH STAGE
In more detail
Transactions coded, accounts reconciled and the month closed on a set date.
Bills captured, approved and paid on your schedule.
Invoices raised and chased, so cash arrives closer to when it was earned.
Every account tied out monthly, with differences explained not carried.
Along the way
Start the first stage
The first conversation costs nothing and commits you to nothing.
- A straight answer
- A written quote
- No obligation