How we work
Nothing reaches you unreviewed.
We talk, we set up properly, we do the work, and a second accountant looks over it before it comes to you.
For accounting firms
01More capacity, without the hiring.- Bookkeeping
- Reconciliations
- Management accounts
- Cash-flow forecasting
- Catch-up and clean-up
For fractional CFOs
02A chief of staff who speaks finance.- Diary and inbox
- Client enquiries
- LinkedIn updates
- Quick checks
- Day-to-day admin
- Catch-up and clean-up
Books fallen behind? We’ll bring them up to date first.
Typed · the preparer
Xero, QuickBooks or Excel. We work in yours.
02For fractional CFOs
A chief of staff who speaks finance.
Your clients hire you for your judgement. Everything around it still has to happen: the diary, the inbox, client enquiries, your LinkedIn, the quick checks before a meeting. Your operations analyst handles it, and because they’re an accountant, you’ll never have to explain the basics.
- Diary and inbox
- Client enquiries
- LinkedIn updates
- Quick checks before a meeting
- Day-to-day admin
Your clients hire you for your judgement. Everything around it still has to happen.
03The process
Four steps, the same for every client.
- 01
We talk.
A call to understand your clients, your systems and how you like things done.
- 02
We set up properly.
Access, confidentiality agreements and your checklists, at a pace that suits you.
- 03
We do the work.
One named person looks after your file.
- 04
We check it, then it’s yours.
A second accountant looks over the work before it comes to you.
04Your clients’ data
Your clients’ data, handled with care.
- Where we work
- We work inside your systems, with two-step sign-in.
- People
- Everyone on our team signs a confidentiality agreement.
- Leaving
- When we stop working together, we remove our access the same day.
- Agreements
- Need a data processing agreement? We’ll sign one.
05Questions
What people ask on the first call.
Will my clients know you’re involved?
That’s your call. We can stay behind your name, or be introduced as part of your team.
Who’s responsible for the work?
We prepare and review it. You keep the final sign-off and the client relationship.
Which software do you use?
Whatever you use. Mostly Xero, QuickBooks and Excel.
How much does it cost?
It depends on the volume and type of work. We’ll give you a clear quote after a short call.
How do you protect our data?
See the section above: your clients’ data, handled with care.