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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.

1InitialConsultation2Proposal &Agreement3Data Migration& Setup4SystemIntegration5Testing &Training6Go Live &SupportOngoing Support & Monthly ReportingContinuous monitoring, regular reports, and dedicated account managementWeek 1Week 2Week 3-4Ongoing Partnership
1

Initial Consultation

We discuss your business needs, current processes, and goals to understand your requirements.

2

Proposal & Agreement

We create a tailored service package and pricing proposal based on your specific needs.

3

Data Migration

Secure transfer of your existing financial data to our systems with complete accuracy.

4

System Integration

Connect your banking, payment systems, and other tools for seamless data flow.

5

Testing & Training

Thorough testing of all processes and training your team on new workflows.

6

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.