How it Works

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No matter what projects we work on, our goal is to always provide accurate and timely statements of all of your financial transactions. After working with many clients in diverse industries and high net worth families, we have developed a precise and effective working process.

Our process includes these elements:

  • Every client is assigned an accountant and bookkeeper with direct access to your financial information.
  • All of the work is supervised and reviewed by a Chartered Accountant.
  • We work closely with clients to include them in the review process to ensure accuracy.
  • All of the documents stay at either our offices or at our client’s office.
  • Our team works on a single client at-a-time basis to ensure the strict and precise separation of all client information.
Image of concentrated confident businessman 30s wearing white shirt sitting at table in office during work with documents and laptop

How it works

Consultation

1. Consultation

We work with you to understand your business and see whether we’d be a good fit.

Create quote

2. Create quote

We’ll create a fixed monthly fee based on your needs

Match making

3. Match making

We’ll match you up with the best team for your industry and needs.

Onboarding

4. Onboarding

We’ll make the onboarding process simple and quick so you can get back to focusing on your business.

Top Security for Your Financial Information

If you have never outsourced your accounting work before, we can understand the concerns you may have over the privacy and safety of your sensitive financial information.

Be assured that know how crucial it is to maintain complete confidentiality and security of your data which is why we have strict security measures in place. In fact, our clients find our security standards to be better than their own.

All of our employees have gone through extensive background checks, training and signed strict confidentiality agreements. They are regularly reviewed for compliance as well.

How It Works-THESE ARE JUST SOME OF THE SECURITY PRACTICES WE ENFORCE

These are just some of the security practices we enforce:

  • No client data or e-mails are ever left on any desktop or laptop computers.
  • Our office has several distinct security zones that prevent unauthorized personnel from gaining access to sensitive data.
  • Every client has a separate and secure filing area for the temporary storage of their paper materials. All of the printed materials are boxed and returned to clients on an annual basis.
  • All of the data is encrypted and backed-up nightly through a secure connection to an off-site, further-encrypted server.

Whether you are a small company, large corporation or a high net worth family, you can be assured that all of your financial information will be secure, safe and backed up regularly.