Start with the work you need help with
We begin by understanding your workload, systems and reporting needs. For accounting firms, we also discuss how the work fits your existing team and client relationships.
Agree the scope and responsibilities
Before kickoff, confirm deliverables, fees, working-hour overlap, communication and who reviews and approves the work.
Set up access and delivery
Agree the systems and information needed for the engagement. If automation is included, define and test the workflow and its review steps.
Review and improve
Review delivery together and resolve open questions. Expand or change the engagement when there is a clear need and an agreed scope.