Process-based
Suitable for a clearly bounded reconciliation, bookkeeping or preparation workflow. Agree the period, inputs, deliverables, exception handling and acceptance criteria.
Monthly support
Suitable for recurring books and finance administration. The proposal should identify entities, approximate transaction volume, reporting dates and responsibilities for providing records.
Dedicated resource
Suitable for regular capacity in your systems and task queue. Discuss role requirements, hours, communication overlap, supervision and continuity arrangements.
What affects the proposal?
Record quality, backlog, software, complexity, volume and reviewer availability all affect the work. Explain these before asking for a fee so the proposal covers the actual assignment.
Changes during delivery
Review additional entities, periods or responsibilities before they are added to the scope. A pilot can help establish the recurring workload and the model that fits.
Plan the next step.
Share the software, workload and reviewer requirements. A scoped discussion establishes the inputs and delivery model before records are exchanged.
Discuss Your Outsourcing Requirements ↗