Our Process

Initial Consultation

Getting to know you and how we can help

We conduct a very in-depth consultation to get to know your business and your current finances, as well as the type of support you would like from us.

• • How you currently process your accounting
• • The areas where you most need our support
• • What you expect from us in terms of support and what needs to be documented

Requirement Assessment

Analyzing the current state of affairs

We examine the information and the processes you currently have in place. A review and analysis of the existing state helps us determine the scope of work and which processes may be lacking.

• • Your financial processes
• • The records and documents you have
• • What needs to be reported
• • The responsibilities that need to be met in accordance with the law
• • Where we can best focus our efforts

Planning & Onboarding

Designing the Work Process

We design our workflow and build processes around the responsibilities and requirements of our engagement.

• • Work design
• • Information collection
• • Process design
• • Work design
• • Establishing a schedule for reporting
• • Defining a document-sharing workflow

Execution

Performing Assigned Duties

Onboarding is complete. Our team performs the work as agreed, based on the Processes put in place.

We have procedures in place to ensure that our work is accurate and organized, and we maintain the highest level of order.

• • Managing financial records
• • Reviewing financial information
• • Preparing reports
• • Performing compliance activities as agreed
• • Maintaining supporting documentation

Review & Reporting

Keeping You Informed

Work in progress undergoes review and assessment of all pertinent data. Any information gaps are communicated and resolved.

Reports and updates are delivered to keep you informed and provided to help you answer and address the questions you have about the finances.

• • Concise updates
• • Economical financial data
• • Timely answer
• • Simple rationalization

Ongoing Support

Adapting as Your Needs Change

We maintain the same level of engagement with our clients and introduce and embrace the changes in the process when there are new requests and financial interests.

• • Evaluating existing steps
• • Changes to the process and steps
• • Changes in the requirements and frequency of reports
• • Meeting new requests
• • Seeking better performance