Our Process

Whether your needs span the spectrum of general bookkeeping, managing accounts payable, ensuring timely accounts receivable, or overseeing an efficient payroll system, our focus remains unwaveringly on delivering excellence.

When we start to work with you and your business, our aim is to provide support and assistance appropriate to your needs. We prioritise your business. Whether your requirements are general bookkeeping, accounts payable, receivable or payroll. We will listen to you, provide guidance as needed and introduce the necessary support.

Step One

“We want to understand where you are right now and which direction you are headed.”

The first step is to book in for a 60-minute consultation. In the consultation we discuss where you are now and in which direction you would like to head; what is critical right now and what are your plans for the future of the business.

Step Two

“We'll assess your current situation and outline the steps to reach your goals.”

The next step in our comprehensive approach is to provide a detailed health check of your current system. This critical assessment is a data-driven exploration conducted by one of our seasoned specialists. Through this meticulous evaluation, we delve into every aspect of your financial systems to pinpoint specific areas that require improvement.

We will provide you with an in-depth report, outlining our findings and offering actionable recommendations tailored to your unique business needs. This report will serve as a roadmap, guiding you on the steps necessary to enhance your financial processes, improve accuracy, and achieve greater overall efficiency.

By isolating key areas for improvement, we ensure that your financial systems are not only robust but also aligned with your business goals, setting the stage for sustained growth and success.

Step Three

“We'll assess your current situation and outline the steps to reach your goals.”

We will provide a clear and structured transition plan to ensure a smooth and efficient implementation of our services, minimizing any disruptions to your daily operations.

Our goal is to ensure that you have a clear understanding of the value we bring and the roadmap for integrating our services into your business for optimal results.

Step Four

“We'll assess your current situation and outline the steps to reach your goals.”

We outline the exact scope of work and total cost upfront, eliminating budget uncertainties. Take the guesswork out of your project with our fixed-price proposals. Our fixed-price proposals offer cost certainty and peace of mind.

Contact us to book in for a preliminary consultation with one of our financial experts and find out how The Outsourced Office can help your business become the best it can be.

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