Keep daily and weekly records moving
Scope transaction coding, supporting-document organisation, bank-feed review, supplier invoices and receipt allocation. Agree which entries can follow established rules and which require a question to the reviewer.
Prepare the monthly handover
Reconcile the agreed accounts, list missing documents and identify unresolved balances. The handover should show what is complete, what needs a decision and which records support the work.
Build a workable allocation
Discuss transaction volume, entities, systems, expected hours and communication overlap. Start with a representative period before agreeing recurring capacity and any cover arrangements.
Start with a defined assignment.
Which recurring bookkeeping tasks need a consistent owner? 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 bookkeeper?
Begin with chart of accounts and coding instructions; bank statements, invoices and receipt records; named reviewer, software permissions and recurring schedule. Confirm the period and reviewer before access is provided.
What will the handover include?
The agreed scope can include updated bookkeeping within the agreed period; bank reconciliation schedules; missing-record and exception list. 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.