The Process
How your business partners with us
Partnering with Us
Engaging an outsourced accountancy partner is straightforward. We begin by learning about your business goals and challenges, tailor an accounting setup that integrates with your systems, and then provide ongoing support and reporting.
Initial Consultation
We discuss your business needs, current processes, and goals to understand your requirements.
Proposal & Agreement
We create a tailored service package and pricing proposal based on your specific needs.
Data Migration
Secure transfer of your existing financial data to our systems with complete accuracy.
System Integration
Connect your banking, payment systems, and other tools for seamless data flow.
Testing & Training
Thorough testing of all processes and training your team on new workflows.
Go Live
Launch your new accounting setup with full support and monitoring.
Ongoing Partnership
Once live, you'll receive monthly financial reports, ongoing support, and dedicated account management to ensure your accounting runs smoothly as your business grows.
Throughout each phase, our team collaborates closely with yours to ensure clarity, compliance, and efficiency.