Induction
Identify private individuals or businesses and existing systems, confirm the scope of services, set up roles, prioritise outstanding tasks and draw up the first monthly plan.
HOW WE WORK
A clear start. A fixed monthly routine.
The process begins with a robust stock-take and leads into a documented cycle comprising documentation, enquiries, handover, reporting and management review.
menstrual cycle
Check that all organisational details are complete, distribute any queries, hand over the data and incorporate the figures provided into the report.
Escalation
Dependencies, deadlines and responsibilities become clear; tax-related matters are clearly referred to the qualified professional.
Status first.
Each task shows the result, the person responsible, the deadline and any dependencies. Traffic light colours are never used on their own; text and symbols remain crucial.
Finance Department & Business Control