We work within your accounting environment, not ours
Your firm should not have to migrate systems to outsource production. Our team works inside your existing accounting environment, follows your workflow, and delivers to your review points and turnaround.
Accounting platforms
We can work with Xero, QuickBooks Online and Zoho Books, as well as other cloud accounting systems, subject to confirming capability for your specific engagement before any live work begins.
We do not claim official software certification, partnership or approved-adviser status. Platform names are used to describe the environments we can work within.
- Xero
Cloud accounting, bank feeds and reconciliation workflows - QuickBooks Online
Cloud accounting and reporting - Zoho Books
Cloud accounting within the Zoho suite - Other systems
Assessed engagement by engagement
How we fit your workflow
Your file structures
We adopt your folder conventions, naming, checklists and working-paper templates rather than imposing our own.
Your access model
Role-based, individually authorised access to the systems the engagement needs, set up before any live client data moves.
Your review points
Work is handed over at the stages you define, with the documentation your reviewers expect.
Secure cloud workflows, documented access management and confidentiality obligations are part of the onboarding framework described under Security and confidentiality.