Our methodology
A work routine to ensure that accounting, administrative tasks, and management have designated personnel and ongoing monitoring.
We reviewed.
We reviewed the available documentation, outstanding tasks, and how you’re managing your accounting and administration today. If you’re just starting out, we’ve identified the initial steps.
We agreed.
We define the tasks we’ll take on, the information our team will provide, and the approvals required for each process. We’ll agree on frequency, deliverables, and value before we begin.
We take care of / We are in charge of
We process the information and carry out the agreed-upon tasks. Any missing documents and pending decisions are identified; payments and approvals remain under your company’s control.
We are informing you.
We provided the information for the period, reviewed outstanding items, and agreed on next steps. When the work is monthly, we maintain this routine; if it’s project-based, we complete it with the defined deliverables.
From priority to calendar
The diagnosis establishes priorities based on impact. The next step could involve a plan with specific dates and assigned responsibilities, followed by monthly support. The format is adapted to fit the specific context of each company.
Viewing the diagnosis of processesEach company has its own specific timelines and resources. We define the stages, work pace, and necessary involvement based on understanding the context; we do not promise deadlines or universal improvements.
Let's talk.
A conversation to understand your operation and to define a concrete first step.
People, process, and support.
A clear initial contact. A written proposal. Agreed-upon next steps.
We discussed your needs and established goals, deliverables, deadlines, and costs within the proposal.
We agreed on responsibilities, stages, and the necessary information to move forward. The launch and training are defined according to the project.
We’ve agreed on the channels, times, and scope of the follow-up support, so you’ll know who to contact.
A written proposal outlining the scope, deliverables, stages, price, and terms. It also identifies any additional services you would like to include.
We’ve defined the contact channel, the hours of operation, and the scope of support within the proposal. This allows you to understand what kind of assistance your service offers and how to request help.
When defining the project, we reviewed what information is needed, who can access it, and how it will be shared. In software systems, we also agreed on the conditions for backup, preservation, and export.
Technology that supports your trust.
Your browsing on this website uses HTTPS/TLS to protect information during transmission.
Vercel, the provider of hosting for this website, documents the use of AES-256 encryption for data stored within its infrastructure.
The scope of each service considers how accounting and administrative information from your company is shared and used.
