HOW IT WORKS

PROCESS OVERVIEW

A Clear, Controlled Delivery Process

A transparent step-by-step workflow designed to ensure security, quality, and consistent delivery when working with your firm.

Engagement Alignment & Definition

We begin by aligning on engagement scope, responsibilities, timelines, and service expectations.

Goal Setting & Delivery Planning

Clear objectives, milestones, and success criteria are agreed before operational work begins. 

Dedicated Team Assignment

Qualified professionals are assigned based on your workflow, industry focus, and reporting standards.

Communication Structure

Communication channels, escalation paths, and reporting frequency are defined upfront.

Secure & Controlled System Access

Access is provided only to approved systems and restricted to assigned client work.

Structured Work Execution

Tasks are performed using standardized procedures, checklists, and documented processes.

Internal Quality Review

Completed work is reviewed internally to ensure accuracy, consistency, and compliance.

Submission for Manager Review

Reviewed deliverables are shared with your leadership team or any related for assessment.

Feedback Handling & Query

All review comments and queries are addressed promptly and transparently through clear communication.

Final Approval & Engagement

Once approved, the work is signed off and the engagement is formally completed.

WHY THIS PROCESS WORKS

A Structured Outsourcing Process Built for Consistency and Control

Our delivery model is designed to remove uncertainty from outsourcing. Each stage of our process is clearly defined, reviewed, and aligned with your firm’s internal standards. From onboarding to final sign-off, we focus on accountability, communication, and quality assurance, so work moves forward smoothly without disrupting your existing workflows or client relationships.

Process Transparency

Clear workflows, defined responsibilities, and regular status updates at every stage.

Quality Control Built-In

Multiple review checkpoints ensure accuracy before work reaches your team.

Reliable Delivery

Timelines, expectations, and outcomes are agreed upfront and consistently met.

TESTIMONIALS

Trusted by Accounting Firms Worldwide

What our clients say about working with Accountrix as their extended accounting and audit support team.