Our Process
Accountigo Global operates through structured onboarding, controlled job allocation, transparent communication and milestone-based completion. Our process is designed to give clients and partners clarity from the first conversation through to final delivery and payment.
01
Initial assessment
Scope, systems and capacity needs reviewed before work begins.
02
Secure setup
Access, documents and communication channels organised properly.
03
Workflow control
Jobs assigned, tracked, reviewed and completed through defined stages.
04
Payment clarity
Payment terms agreed upfront and linked to approved delivery.
Principle 01
No vague work allocation. Scope is documented before assignment.
Principle 02
Access is limited to what is required for the assignment.
Principle 03
Work moves through review before approval and completion.
Principle 04
Invoices and payments follow agreed commercial terms.
Workflow One
The onboarding workflow is designed to understand the requirement, confirm commercial terms, establish access and create a clear operating structure before any live accounting work begins.
We start by understanding whether the enquiry relates to accounting outsourcing, finance operations, subcontractor support or a firm-to-firm partnership. We review the type of work, expected volume, software used, deadlines, location requirements and the level of support needed.
We agree the practical scope of support, including service areas, recurring workload, expected turnaround, communication method and preferred commercial structure. This may be monthly retained support, task-based pricing, client-based pricing or project-based work.
Once the commercial basis is agreed, we document the arrangement through appropriate engagement, subcontractor or partnership terms. This includes confidentiality expectations, service responsibilities, payment terms, communication standards and data handling requirements.
We set up the required working channels, file sharing methods, software access, task allocation process and review points. Access is limited to the systems and information required for the agreed work, helping maintain confidentiality and operational control.
Before moving to full recurring work, we normally begin with an initial work batch or pilot assignment. This allows both sides to test the workflow, turnaround expectations, review process and communication standards in a controlled way.
After the initial phase is reviewed, we move into an ongoing delivery arrangement with agreed workflows, recurring deadlines, review responsibilities and payment cycles. The aim is to create a stable, repeatable operating model.
Workflow Two
Once onboarding is complete, individual jobs follow a controlled workflow from allocation and acceptance through preparation, review, completion, invoicing and payment. This gives both the client and delivery partner a clear operating path.
01
The job is assigned with a clear brief, including client name or reference, scope of work, software access required, documents available, deadline and expected output format.
02
The assigned person or partner confirms acceptance, reviews the brief and raises any practical questions before the work begins. This avoids wasted time and prevents assumptions.
03
The work is prepared using the agreed accounting software, templates, records and working methods. Progress is tracked according to the agreed communication process.
04
Before submission, the work is checked for completeness, consistency and obvious issues. Supporting schedules, reconciliations and notes are prepared where relevant.
05
The completed work is submitted for review. Any review points, amendments or missing information requests are communicated clearly and resolved before final approval.
06
Once review points are cleared, the job is marked as completed. The final output is delivered in the agreed format and stored according to the agreed workflow.
07
Where applicable, the subcontractor or partner submits an invoice or payment request referencing the approved job, agreed fee, period and any supporting detail required.
08
Payment is processed in line with the agreed terms after approval of the work and receipt of the relevant invoice or payment documentation.
09
For recurring work, we periodically review quality, communication, turnaround, capacity and pricing to keep the relationship commercially sustainable and operationally reliable.
Payment Structure
Payment arrangements depend on the type of engagement. The objective is to keep pricing transparent, commercially practical and linked to approved delivery.
Used for recurring support where monthly capacity and scope are agreed in advance.
Used where work can be clearly priced by client file, task type or job category.
Used for defined projects, clean-up work, backlog support or one-off assignments.
We avoid vague arrangements. The scope, expected output, review process and payment basis should be understood before work is assigned. That protects the client, the delivery team and the long-term relationship.
Discuss RequirementsContact Accountigo Global for outsourcing, partner onboarding or subcontractor workflow discussions.