How an engagement runs
We review your situation, agree responsibilities, and set a schedule before getting started.
- 1
Understand
We review your current records, tools, and priorities, including what you have already tried and where you need help.
- 2
Define scope and roles
We put the services, schedule, and responsibilities in writing, including the access and approvals we need from you.
- 3
Build and organize
We catch up on outstanding bookkeeping, organize records, and prepare the reports or tools included in your engagement.
- 4
Execute on a rhythm
We complete recurring tasks on the agreed schedule and track outstanding items for follow-up.
- 5
Review and hand over
We discuss results and adjust priorities with you. When the engagement ends, we prepare the records and instructions for handover.
Who handles what
What we do
- Complete the financial and administrative tasks in your engagement.
- Prepare the agreed reports, trackers, and tools.
- Track outstanding items and next actions.
- Explain the reports and answer your questions.
What stays with you
- Signatures, approvals, and steps that only the owner can take.
- Ownership of accounts and legal registrations.
- Decisions about priorities and risk.
- Providing the access and documents we agree you will supply.
What we don't do
We are not a collection agency or a lender. We do not guarantee results such as recoveries, approvals, or tax outcomes. Certain advice (legal, tax, investment) is provided only within clearly defined engagement scope, or we point you to the right specialist. Where an engagement requires a CPA signature, we can arrange one.