How we work
From the first call to a working team, with a chartered accountant involved at every step.
Five steps to a working team
The same process applies whether you are an audit firm adding capacity or a company handing over its monthly finance work.
First conversation
Message us on WhatsApp or send the contact form. A partner learns about your work: the audit files or finance processes involved, your software, volumes and deadlines.
Proposal and fixed fee
You receive a written proposal with roles, hours, a timeline and a fixed fee. We sign an NDA before you share any data.
Meet your team
For dedicated teams, you interview the accountants we shortlist and choose who works with you. For single engagements, we assign the right people and introduce them.
Onboarding
We set up secure access, learn your procedures and templates, and write them down. A partner supervises closely for the first weeks.
Delivery and monthly review
Your team works to the agreed timetable. A partner reviews quality every month, and we meet you each quarter to plan ahead.
What we need from you
- Access to the systems your team will use, through VPN or a virtual desktop
- One person on your side who answers questions
- Your procedures, templates and examples of past work
- Feedback in the first month, so we can match your standards quickly
What you get from us
- A named team that works only on your work
- A partner as your direct contact
- A monthly quality review
- A timetable we report against, every month
Tell us what you need
Message a partner on WhatsApp or send us a few details. We will ask about your workload and systems, then send a written proposal with a fixed fee.