A Clear Scope Comes Before a Clear Quote.
Finance operations work varies by transaction volume, source records, reporting frequency, complexity and review arrangements. Rather than publish misleading flat rates, we discuss the tasks and deliverables first, then provide a proposal based on agreed requirements.
Clear task definitions and review responsibilities are confirmed before work begins—with zero hidden markups or ambiguous fees.
Itemise specific finance tasks, ledgers & documents.
Map monthly transactions, bank accounts & close speed.
Define client review contacts and escalation protocols.
Written scope proposal with zero hidden platform markups.
A Proposal Based on the Work You Actually Need.
A useful quote should specify which activities are included, what inputs are expected, who approves outputs and what would count as a change in scope. This is especially important when a task spans bookkeeping, AP, AR, reconciliation or month-end work.
Defined Activities
Describe specific tasks to be performed rather than relying on a vague “full finance support” label.
Expected Volume
Discuss relevant invoice volumes, bank accounts, entities, or reporting periods where known.
Review Responsibility
Document client validation checkpoints, approval rights, and exception escalation contacts.
Choose a Model That Matches the Task Pattern.
The following are flexible discussion frameworks rather than published rigid packages; proposals are customized to your exact requirements.
Defined-Scope Assignment
A named set of tasks and deliverables for a particular period, transition, or cleanup backlog; pricing and terms confirmed individually.
Recurring Monthly Operations
A repeatable collection of activities with scheduled inputs, weekly frequency, and period-end close handover for client sign-off.
Ongoing Support Arrangement
A broader multi-function service mix coordinated through dedicated operational pods, flexible allocation, and documented scope review.
The Details That Shape Your Commercial Proposal.
Two businesses can request the same service but need very different levels of preparation, review and exception follow-up. We evaluate five operational dimensions:
Transaction & Document Volume
Estimated counts, frequency, completeness and variability of monthly source records and receipts.
Process Complexity
Number of bank accounts, multiple business entities, intercompany transactions, and foreign currency reconciliations.
System Readiness
Quality of source exports, software access levels, and clarity of existing chart of accounts conventions.
Review & Reporting Cadence
Closing deadlines, frequency of management pack generation, and speed of stakeholder exception feedback.
From Your Enquiry to an Agreed Proposal
There is no generic price calculator because the actual required activities must be properly scoped first.
Share Processes
Tell us which services, transaction categories, and entities you want help with.
Describe Volumes
Provide approximate monthly record counts and regular closing deadlines.
Agree Review Points
Confirm who supplies data, answers exceptions, and signs off completed outputs.
Written Scope Proposal
Review detailed tasks, clear exclusions, deliverables, and commercial terms.
Confirm & Start
Proceed only after scope boundaries and operational SOPs are agreed in writing.
Help Us Understand the Request Clearly.
You do not need a polished brief. A few practical details make the initial scoping discussion significantly more focused.
Service Areas
Bookkeeping, AP, AR, reconciliations, reporting or recurring close operations.
Workload Estimate
Approximate monthly count of supplier bills, sales invoices, bank accounts, or legal entities.
Current Tools
Software systems in place (e.g. QuickBooks, Xero, NetSuite, Bill.com, Dext, Excel).
Target Timing
Desired start date, regular reporting deadlines, and review handover windows.
No Surprises About Inclusions or Responsibilities.
The commercial document clearly itemises deliverables, dependencies and approval arrangements, rather than relying on marketing labels alone.
Included vs Excluded Tasks
Explicitly documents what tasks are covered and what requires a separate discussion or client review.
Response & Handover Windows
Set realistic points of contact, SLA expectations, and reviewer turnaround assumptions.
Transparent Scope Updates
Explains how spikes in transaction volumes, added accounts, or new tasks are managed collaboratively.
Data & Authorisation Control
Confirms information security, role permissions, and client-side sign-off ownership.
Why are flat rates not published on this page?
Published flat rates are frequently misleading because back-office accounting operations depend heavily on invoice volumes, receipt quality, number of bank feeds, and client approval processes. We believe in providing transparent, tailored quotes based on real task inventories.
Can we adjust the scope if our business grows?
Yes. Engagements are built with flexibility in mind. If transaction volumes increase or new entities are added, we discuss and agree on updated scope parameters in advance.
Are there setup fees or hidden charges?
No. Our proposals explicitly detail onboarding, regular processing fees, and deliverables. Any setup or historical catch-up activities are itemised transparently before work begins.
What payment arrangements are supported?
We typically support monthly retainer billing for recurring operations or milestone-based payments for defined-scope cleanup projects, payable via standard electronic transfer.
Request a Scope-Based Proposal for Your Team.
Share your operational processes, monthly transaction estimates, and review requirements. We will provide a clear, itemised proposal with defined responsibilities.