How It Works

Our focus is YOU. We will understand, explore and adapt to your internal processes, ensuring that our partnership positively contributes to your business. Here’s how it works…

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Step 1. Introductory Conversation

Introductory Conversation

First things first, let’s get to know each other! It’s important to us that both sides are comfortable that we are a good fit. We’ll continue the conversations to obtain in-depth understand about your business and the pain points you are looking to address.

Step 2. Onboarding

Onboarding

You might have just recently started your business. Or you may be looking to migrate from your existing service provider. We aim to make it a smooth, seamless start/transition customising the accounting system to your brand and migrating your accounting records/balances into our cloud-based applications.

Workflows will be established (and adapted to your internal processes) from the onset to allow for business transactions to be shared with us and promptly reflected in your books.

Step 3. We run in parallel while you focus on more pressing areas of your business

We run in parallel while you focus on more pressing areas of your business

From this point onwards, you can breathe easy and focus on other parts of your business operations. We’ll check in with you from time-to-time, especially in the initial few months to keep you informed of our progress and more importantly, gain assurance that we haven’t overlooked any aspect of your business.

While making use of technology is a big part in what we do, you’ll always be able to speak to your dedicated team directly if you have any questions or have something to be clarified.

Step 4. Receive timely financial reports

Receive timely financial reports

You can view your customised monthly financial reports, comprising of the profit and loss statement and balance sheet, directly on our cloud accounting system.

Access your customised dashboard anytime for a quick glance at key performance metrics including collections, payments, bank balances or create a watchlist to keep an eye on key accounts.

Step 5. Smooth and orderly year-end audits and tax submissions

Smooth and orderly year-end audits and tax submissions

Having timely and properly documented accounting records are essential for a smooth, worry-free audit and tax compliance. Poor record-keeping often hurts businesses when expenses couldn’t be proven as a legitimate business deduction, resulting in extra taxes. We’ll work with your external auditors/tax agents in facilitating an orderly process and easing the increasing demands of regulatory compliance.

Step 6. Personalised review sessions

Personalised review sessions

We’ll set aside some time every month to run through your business financials together. Feel free to ask us anything and we’d be glad to address them.

Our clients find the personal review sessions extremely useful and practical, especially in sharpening their financial knowledge, planning ahead and becoming a well-informed entrepreneur.

Step 7. Going beyond – sustaining business growth

Going beyond – sustaining business growth

It’s indeed a great start for entrepreneurs to regularly review their monthly financial reports and closely track their business performance. Sound and prudent financial management is a cornerstone for sustainable business growth. As your partner, we help formulate operational budgets, implement budgetary controls, assist in working capital and fund management, simplify and improve internal processes, operationalise a risk management framework and other financial management aspects useful for startups, small and medium businesses.

HOW IT WORKS