Start with the transaction flow
Map the bank feeds, sales channels, supplier invoices and expense records that feed the books. Agree how the team should code recurring items and which unusual transactions require a question before posting.
Separate current work from catch-up
An overdue ledger needs an opening-balance review and an inventory of missing records. A catch-up assignment is scoped separately so unresolved historical balances do not disappear into the next monthly cycle.
Make exceptions visible
The handover can include a posting summary, missing-document list and questions about unusual balances. Your business or practice approves accounting policies and material adjustments; completion depends on the records supplied.
Start with a defined assignment.
Do you need ongoing bookkeeping, a catch-up project or both? Share the software, country and approximate workload. We assess the fit, confirm the preparation and review responsibilities, and propose a limited initial scope before considering recurring support.
Request a scoped proposal ↗Questions about this service
What should we prepare for outsourced bookkeeping?
Begin with accounting-system access approved by the client; transaction records and source documents; chart of accounts, posting rules and period boundaries. Confirm the period and reviewer before access is provided.
What will the handover include?
The agreed scope can include updated records for the agreed period; an exception list for review; a handover identifying incomplete or uncertain items. Unresolved questions are identified for review.
Can we start with one process?
Yes. A limited pilot can establish the workflow, questions and review points before recurring support or additional capacity is agreed.
Where is the work performed?
Our accounting outsourcing delivery is based in India. Engagement scope, working arrangements, systems and review responsibilities are agreed before work begins.
Who reviews the work?
We prepare the agreed accounting work and identify questions. Your designated reviewer accepts the handover; regulated advice, filing, certification and attestation remain with the appropriately authorised professional where required.