A process you can see.
How engagements start, how the monthly cycle runs, and how every deliverable is checked before it reaches you.
Onboarding: the first 30 days
We document your process before we take it over, then run alongside you until the first close is ours.
- Week 1
Access setup
You provision our logins. We confirm least-privilege access and MFA on every system.
- Week 2
Process documentation
We write down how your books, payroll and reporting work today, and you confirm it.
- Week 3
Parallel run
We do the work alongside your current process and compare the results.
- Week 4
First close
We run the close end to end, under extra review, and debrief with you.
Every deliverable passes a checklist and a second-person review before it reaches you.
Review checklists are written for each client during onboarding. You can read them at any time.
What the review covers
- Reconciliations tied out to bank, card and loan statements
- Variances above an agreed threshold explained in writing
- Cut-off checked for income, expenses and payroll
- Journals supported by documents and approvals
- Review notes logged, cleared by the preparer and re-checked
- Written procedures for each client, kept up to date as your process changes
Communication rhythm
You always know what we are working on, and you never have to chase.
Working-hours overlap
UK mornings and early afternoons, plus the start of the US Eastern day.
Weekly status update
What was done, what is open, and the questions we need answered.
Monthly review call
Results, issues and next month’s priorities, with your accountant.
Response time
We reply within one business day.