When recurring work needs an assigned owner
A monthly close, growing client portfolio or persistent reconciliation backlog may need regular capacity rather than occasional assistance. Define the recurring task list and review contact before choosing the allocation.
Choose the capacity you need
A bookkeeper can support transaction coding, AP, AR and bank records. An accountant can prepare month-end schedules, balance-sheet reconciliations, reports and working papers. A coordinated team may combine these roles with supervision; the actual staffing is agreed for the engagement.
Your workflow. An assigned India resource.
Agree working hours, approved software, daily or weekly priorities and the communication channel. Maintain a task list with status, questions and reviewer feedback so work can continue across reporting periods.
Review and continuity
Name the person who accepts completed work and resolves accounting judgements. Discuss absence cover, handover documentation and escalation arrangements before recurring delivery begins.
Onboard through a controlled pilot
Map a representative workload, approve access and test the handover. Review the output and questions together before increasing hours, entities or responsibilities.
Start with a defined assignment.
Do you need a bookkeeper, an accountant or several coordinated roles? 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 dedicated accountant & team?
Begin with role description and required experience; expected hours, tasks and transaction volume; software and client review arrangements. Confirm the period and reviewer before access is provided.
What will the handover include?
The agreed scope can include a proposed resource and supervision model; an agreed task and capacity plan; review checkpoints and handover responsibilities. 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.