Augmented accounting doesn't have to be outsourcing your whole finance function, it is strengthening it. We embed our accounting professionals into your team on a part-time or fractional basis, supported by our modern tools that automate the repetitive and surface the important. Whether you need day-to-day transactional support, month-end close assistance, or a senior finance lead without the full-time cost, we build the right arrangement around your business and stay for the long term.
Working with your team to understand your current finance function, your workflows, your reporting needs, and where the biggest inefficiencies sit. Before we place anyone or touch any system, we need to understand what you actually need, and that is different for every business. We assess your chart of accounts, your period-end process, your reconciliation approach, and your reporting structure, then design an engagement model that genuinely fits.
Key Activities Include:
▸ Current state review of your finance function and workflows
▸ Chart of accounts and period-end process assessment
▸ Identification of manual processes that can be automated
▸ Reporting requirements and data quality review
▸ Engagement design and resource planning
We place the right people and connect them to your systems from day one. Our team works inside your accounting environment, understands your processes, and gets things stable. For clients with messy books, backlog work, or reconciliations that have been deferred, this phase is about bringing things current and building a clean foundation for ongoing work.
Key Activities Include:
▸ Onboarding to your accounting environment and processes
▸ Backlog clearance and reconciliation work
▸ Chart of accounts cleanup and period-end normalization
▸ Automation setup for recurring transactions and approvals
▸ Initial reporting and close process baseline
Once stable, we move to value creation. Our team supports your ongoing accounting needs while building out our tools to automate what can be streamlined, improve the close process, and give management better visibility faster. The goal is a finance function that runs cleanly and surfaces the right information at the right time, with less manual effort and more reliable outputs.
Key activities include:
▸ Ongoing transactional accounting and reconciliation
▸ Month-end and period-end close support
▸ Accounts payable and receivable management
▸ Automation of recurring journals, approvals and allocations
▸ Cash flow reporting and management support
The accounting function should get better over time, not stay static. As your business grows and your needs change, we evolve the engagement model with it. This includes adding or reducing capacity, improving reporting as your management needs change, and advising on system upgrades or process improvements as Microsoft releases new capabilities.
Key Activities Include:
▸ Periodic review of engagement model and resource fit• Management reporting design and improvement
▸ Technology feature adoption as new releases arrive
▸ Finance function advisory as the business scales
▸ Transition planning if and when internal resources grow
We work within your existing accounting platform, whether that is Xero, QuickBooks, Sage, Business Central, or another system. We come to where you are, not the other way around. On top of that, we layer Power Bi, Microsoft Power Automate and other automation tools on top to handle the workflow automation, approval routing, and management reporting that most accounting platforms do not do well on their own. The combination of our accounting expertise and modern tooling means your finance function gets faster and more visible without requiring a platform change. We can always support an ERP cleanup if that is outlined as a casue of issue too!
We work with ERP clients in three ways. Long-term support is our primary model and where we do our best work.
Our primary model. Our accounting resources embedded in your team on an ongoing basis, working across your ERP environment, running the close, and keeping your finance function healthy. Consistent people, consistent relationships.
If your books are behind, your reconciliations are stacked, or you have inherited a messy accounting environment, we step in and getthings current. Once the backlog is cleared and the books are in good shape, we transition into ongoing support.
For businesses that need accounting capacity for a defined period, including year-end preparation, audit support, ERP migrations, or major reporting projects, we provide appropriate resources for the work and the duration required.
Whether you need support long-term, cost cutting, or extra band-width for a set duration, we're here to help!