Understand Your Business.
Build the Right Support.

Start With Your Business

We discuss how your business operates, what is working, and where you need additional support.

• Your business structure and industry.
• Your current accounting and reporting processes.
• The challenges taking up your time.
• Your goals, deadlines, and immediate priorities.

Identify the Priorities

Together, we identify the work that needs attention first and the information needed to move forward.

• Recurring tasks and outstanding items.
• Reporting gaps and reconciliation needs.
• Available records and system access.
• Dependencies that may affect timing.

Agree on the Scope

Before work begins, we establish what is included, what you can expect, and what we will need from you.

• Services and expected deliverables.
• Pricing and payment arrangements.
• Responsibilities and approval requirements.
• Anticipated timing and communication preferences.

Get Organized

We coordinate the records, access, and working arrangements needed to carry out the agreed services.

• An appropriate document-sharing method.
• Authorized access relevant to the work.
• Key contacts and decision-makers.
• A schedule for recurring information and tasks.

Complete the Work

We work through the agreed priorities, communicate questions, and identify missing information that may affect completion.

• Accounting and reporting tasks within scope.
• Follow-up on discrepancies or incomplete records.
• Progress updates at the agreed intervals.
• Discussion of additional work before expanding scope.

Review & Plan Ahead

We review the deliverables, explain relevant findings, and discuss the next steps for your business.

• Completed reports and agreed outputs.
• Open items and decisions needing attention.
• Opportunities to improve recurring processes.
• Ongoing support or project handoff, as appropriate.

Ongoing Part-Time Support

Recurring assistance with accounting, reconciliations, reporting, and other agreed financial responsibilities. We establish a working schedule and information flow suited to the engagement.

Defined Projects

Focused help with a specific reporting need, accounting challenge, forecast, or process improvement. We define the objective, deliverables, and completion criteria before starting.

Systems & Transition Support

Assistance with DMS reporting, financial workflows, system configuration, or transition coordination. Responsibilities are organized around your team, software providers, and the agreed project requirements.

What You Can Expect From Us

• A clear explanation of the agreed services.
• Organized work focused on the established priorities.
• Questions and updates when clarification is needed.
• Deliverables consistent with the agreed scope.
• Discussion of scope or timing changes as they arise.

What We Need From You

• Complete and accurate records relevant to the work.
• Timely responses to questions and document requests.
• Appropriate authorization and system permissions.
• A designated contact for decisions and approvals.
• Notice of changes that could affect the engagement.

Do my books need to be organized first?

You do not need to have everything resolved before reaching out. Tell us about the current situation so we can discuss the records available, the work involved, and whether we can help.

How is pricing determined?

Pricing depends on the agreed services, complexity, volume, and frequency of the work. We discuss pricing and payment terms before the engagement begins.

Can we work together remotely?

Remote support is available where suitable for the engagement. We agree on communication, document-sharing, and system-access arrangements before starting.

What if our needs change?

We discuss the additional needs and any effect on pricing, deliverables, or timing. Changes to the engagement are agreed before additional work is undertaken.