How We Work
Taking over someone's finance function is a transition, not a switch. This is how we run it, what we commit to, and what happens when something goes wrong.
Two weeks from signature to steady state
Two weeks from signature to steady state on most engagements. Longer where records are behind, and we say so before you sign rather than after.
Setup & Scope Confirmation
Phase 1Engagement letter, NDA and scope confirmed in writing. Named lead and backup assigned to your account. Secure access requested, never shared over email.
Ledger & Files Review
Phase 2Read-only review of your ledger, prior-period files and open items. You get a findings note: what is clean, what is behind, what we recommend fixing before we take over.
Parallel Run
Phase 3We prepare the same work your current process produces, so you can compare output before you depend on ours. Process notes written as we go.
Handover & Go-Live
Phase 4Handover meeting, agreed close calendar, reporting formats confirmed, approval limits documented. Your process notes are yours to keep.
Month 1 Review Call
Steady StateA 30-minute call at the end of the first full cycle to correct anything that does not fit before it becomes habit.
Working with your team
Embedded into your existing software and communication channels.
Named People, Not a Queue
You know who prepares your work and who reviews it. Introductions on video at the start of the engagement.
Your Tools
We work in your accounting software and communication channels, whether that is Slack, Teams or email.
Agreed Cadence
A standing weekly call on Growth, daily availability on Scale, and a written month-end summary on every plan.
Documented, Not Tribal
Every recurring task has a written procedure held in your file. Nothing here depends on one person remembering it.
Service levels
Published guarantees kept strictly in step with our plan pricing across all tiers.
| Service Metric | Starter Plan Small volume | Growth Plan Popular Active teams | Scale Plan Dedicated team |
|---|---|---|---|
| Response Time | 1 Business Day | 24 Hours | Same Business Day |
| Month-End Close | By 10th working day | By 10th working day | By 10th or custom date |
| Statutory Filings | 5 days prior | 5 days prior | 5 days prior |
| Payroll Register | 3 days prior | 3 days prior | 3 days prior |
| Accuracy Guarantee | Senior Review | Senior Review | Senior Review |
| Account Continuity | Named Backup Lead | Named Backup Lead | Dedicated Team + Backup |
Accuracy & Error Cost Coverage
Every deliverable is prepared by one accountant and reviewed by a senior. Corrections we cause are fixed at our cost, and we tell you what went wrong.
Account Continuity & Backup
A named backup lead is assigned on every account, ensuring no single-person dependency or disruption on any recurring task.
Escalation and review
A documented 3-tier escalation path so any issue is resolved fast without you chasing the right person.
Account Lead
Your dedicated account lead is your direct contact for day-to-day work and questions. Resolved within the same business day.
Engagement Manager
If an issue is unresolved by your lead, it automatically routes to the engagement manager. Resolved within one business day.
Partner Support
Anything unresolved after that goes straight to a partner. You never have to search for the right person yourself.
Quarterly Service Review
Standing quarterly reviews on Growth and Scale: we review what we delivered against our SLAs, what slipped, and what operational improvements we are implementing.
Documented Exit Policy
Exit is as documented as entry — 30 days' notice, all files and process notes handed over in a usable format, and access revoked on the day we finish.
Ask us for the evidence.
Review our controls, policies and sample documents before you commit.
Controls you can verify, not claims you have to trust.