How It Works
Our Process

Simple Process,
Exceptional Results

Our streamlined 3-step process ensures smooth transition and timely management of your accounting needs. Simplicity is our best policy.

Our 3-Step Process

From understanding your needs
to delivering exceptional results

01
01

GET: Understanding Your Business

We get an understanding of your business, its bookkeeping, accounting and reconciliation status. Then, we discuss future business plans, the scope of work and other deliverables.

SET: Setting Up Your Success

We mutually set a process for data access, query resolution and reporting. Upon contract agreement, we set up a dedicated accounting team for you.

GO: Focus on Growth

You can focus on your business and leave the rest to us as we manage your end-to-end accounting, bookkeeping, payroll, sales tax and tax return function.

Implementation Timeline

From initial consultation
to full implementation

Typical go-live in under 3 weeks
1-2 days

Initial Consultation

Understanding your needs and requirements

Step 01
3-5 days

Process Setup

Setting up systems and dedicated team

Step 02
1-2 weeks

Transition Period

Smooth handover of your accounting functions

Step 03
Continuous

Ongoing Management

Regular accounting operations and support

Step 04
Why Our Process Works

Proven methodology that
delivers consistent results

Seamless Transition

Our proven process ensures a smooth transition from your current setup to our optimized system.

Dedicated Team

You get a dedicated team of accounting professionals who understand your business inside out.

Transparent Process

Every step is clearly communicated with regular updates and transparent reporting.

Scalable Solutions

Our process adapts to your business growth and changing requirements.

Join hundreds of businesses who have streamlined their accounting operations with our proven process.