← Back to Home
Our Process
How an engagement actually runs.
From first conversation to your first close — here’s exactly what happens at each step, and who’s responsible for it.
How We Work
From handover to first close, in four steps.
Structured onboarding — your first close lands on schedule, not after a quarter of settling in.
01
Onboard & Audit
We review your books, chart of accounts & software setup to see exactly where things stand.
02
Migrate & Set Up
We configure QuickBooks, Xero, Zoho Books, Tally or NetSuite — and set up reconciliation workflows.
03
Manage & Reconcile
Day-to-day entries, reconciliations & internal reviews, on a fixed weekly and monthly schedule.
04
Report & Advise
On-time reports plus advisory input from your dedicated lead, to guide what comes next.