From first message
to first report
We make sure you know what will happen at every step before it happens, and that every commitment is in writing before anything is signed.
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Intro session
A short meeting of about 45 minutes, on WhatsApp or in person, to understand your workload and the problems that keep coming back.
- From you
- You briefly describe where things stand
- From us
- We ask, listen and suggest the right track
- Deliverable
- An initial view of the scope, with no commitment
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Detailed proposal
Scope, deliverables and timeline — in writing, and clear before any commitment.
- From you
- You review the proposal and ask for any changes
- From us
- We write up the scope, deliverables and dates
- Deliverable
- A written proposal, then a signed agreement
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Handover and go-live
We take over the files and accounts, and agree the reporting schedule and how we follow up.
- From you
- You grant access and hand over the files
- From us
- We organise the files, start the cycle and document it
- Deliverable
- The first report, on the agreed date
Engagement options
The right option is set out in the detailed proposal, depending on the nature of the work.
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Ongoing operations
For work that recurs every month, such as bookkeeping, payroll and platform follow-up. A defined scope for a fixed monthly fee.
Bookkeeping, HR, government platforms
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Fixed-scope project
For work with a start, an end and a final deliverable, such as implementing a system, building a procedures manual or setting up a company.
ERP systems, policies & procedures, company setup, assessments
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Hours-based support
A bank of hours you use when needed, such as supporting an existing system or specialist advice.
Systems support, advisory
What we need from you to start
- One person on your side as our contact
- Access to the system and platforms, to the extent you decide
- Current documents and balances
- A fixed date to receive and review reports