More Capacity to Keep Your Accounts Work Moving
Accounts preparation support for UK practices — built on detailed transaction analysis and a standardised six-stage process.
A Practical Extension of Your Team
Accounts preparation can place considerable demands on your team’s time, particularly when deadlines approach or workloads increase.
We provide accounts preparation support to help UK accountancy practices manage their workload and make more time available for client relationships, reviewing work and growing the business. Our aim is to become a practical extension of your team, working within the agreed processes and requirements of your practice.
We do not simply take a trial balance and work from there. We download and analyse every transaction in the client’s bookkeeping and provide extremely detailed working papers in our AccManager software.
The AccManager Process
Every accounts job follows the same six stages, so the information you receive is consistent from one client to the next.
Planning
Scope, deadlines and your practice’s requirements are agreed before any work begins.
Accounts Production
Every transaction is downloaded and analysed, and the accounts are prepared with detailed working papers in AccManager.
Review
The completed file is reviewed against the agreed requirements for accuracy and completeness.
Manager Review
A separate manager review confirms the quality of the accounts and working papers.
Meeting with Client
The accounts are ready to discuss with the client, supported by clear working papers and any open points.
Completion
The accounts and working papers are finalised, ready for your approval.
The standardisation of the process guarantees the high quality of the information and working papers that are provided to you.
What Sets Our Accounts Work Apart
- Every transaction downloaded and analysed — not just a trial balance
- Extremely detailed working papers in AccManager
- A standardised six-stage process for every job
- Independent review and manager review stages
- Work carried out within your agreed processes
- Accountants who understand UK practice deadlines
How This Can Help Your Practice
Frequently Asked Questions
Common questions from practices considering outsourcing their accounts preparation work.
Do you work from a trial balance?
No. We do not simply take a trial balance and work from there. We download and analyse every transaction in the client’s bookkeeping and provide extremely detailed working papers in our AccManager software.
How do you keep the quality consistent?
Every accounts job follows the same standardised six-stage AccManager process, including a review and a separate manager review, so the information and working papers you receive are consistent from one job to the next.
Will you follow our practice’s own procedures?
Yes. Our aim is to become a practical extension of your team, working within the agreed processes and requirements of your practice.
Combine Services to Suit Your Practice
Many practices use us for more than one area. Explore our other outsourcing services.
Let’s Discuss Your Accounts Preparation Requirements
We’d welcome the opportunity to understand your practice and explore how our support could fit into your existing way of working.