How we work

A predictable process, so you always know what happens next.

1. Discovery. We learn how the business works, who the stakeholders are and what reporting you need.
2. System review. We review your current software, bank accounts, documents and open items.
3. Clean-up. Backlogs are caught up, opening balances verified and a clean chart of accounts agreed.
4. Monthly rhythm. Regular bookkeeping, a fixed month-end calendar and agreed reports on agreed dates.
5. Review call. A short review of results, questions and decisions each month or quarter.
6. Improve. We refine processes, automate feeds and tighten controls as the business grows.