Initiating the Consultation

Proposal & Commitment Letter

We initiate the client engagement with an initial consultation to gain insights into their business, accounting needs, and pain points. This crucial step allows us to evaluate the alignment of our services with the client's requirements and ascertain our capability to meet their specific needs.

If we confirm that our services align with the client's needs, we furnish a proposal and engagement letter. This document outlines the scope of work, anticipated timeline, fees, and the terms and conditions governing our collaboration. This ensures clarity and agreement between both parties before the commencement of any work.

Information Collection

Client Onboarding

After the client has approved the engagement letter, we commence the data collection process. This involves gathering essential documents such as financial statements, bank statements, invoices, receipts, and other pertinent records. To ensure the security of all data, we typically utilize a secure file-sharing platform for the collection and storage of information.

Following the comprehensive data collection, we embark on the onboarding phase to seamlessly integrate the client into our accounting system. This involves configuring accounting software, defining a chart of accounts, setting up bank feeds, and accurately inputting all relevant information into the system. Our meticulous approach ensures that the data is entered with precision, facilitating a smooth and efficient onboarding experience for the client.

Sustained Communication

Throughout our collaboration, we prioritize ongoing communication with the client to confirm the fulfillment of their accounting needs. This involves delivering regular reports and updates on financial performance. Our team remains at the client's disposal to address any questions or concerns promptly, fostering a relationship built on continual communication and responsiveness..

Adhering to this workflow guarantees the delivery of top-notch outsourced accounting services, tailored to meet the specific accounting requirements of our clients.