Accountancy Practice Support
More delivery capacity behind your practice.
We complete agreed recurring and project work as an extension of your team. Your practice keeps the client relationship and controls every handover.
The offer
Capacity matched to the work
Add a delivery team behind your practice for recurring work, planned peaks or a defined clean-up and migration project.
Scope, software, responsibilities, turnaround and the return point are agreed before work starts. Capacity can rise for planned busy periods and settle again afterwards.
The relationship
Your practice remains in control
Your practice remains the client’s primary relationship. Completed work and questions come back through the route agreed with your team.
We speak with a client only when you ask us to, for the purpose and period you agree.
Scope
What we can take on
- Bookkeeping and day-to-day records
- Bank and control-account reconciliations
- Management accounts
- Year-end working papers
- Agreed clean-up work
- Xero and QuickBooks migrations
- Financial reporting
- Other back-office work agreed with your practice
Delivery
UK and India delivery, by our own people
The agreed work is completed by iRAISE people in the UK and India. The delivery structure, named contacts and handover timetable are set out in the proposal.
Handover
A clear route through the work
The work moves through one agreed handover while your practice keeps the client relationship.
Agree
Set the scope and return point
Agree on the work, software, information, turnaround and review point before delivery starts.
Assign
Match people to the workload
Put named contacts and capacity in place for the recurring timetable or project plan.
Complete
Deliver the agreed work
Complete reconciliations, management accounts, working papers, clean-ups or migrations to the agreed standard.
Return
Hand back through your practice
Return completed work and review points through your team, ready for your sign-off and client process.
Engagement
How the engagement works
Scope agreed first.
Work, responsibilities, turnaround and review points are written down before delivery starts.
Capacity follows the workload.
The agreed team can increase for planned peaks and reduce again as the volume changes.
Planned peaks have a timetable.
Allow two to four weeks for planned additional capacity. Urgent requests are considered as they arise.
Ongoing terms stay clear.
Ongoing work has a six-month minimum term, followed by 30 days’ notice.
Information security
Access and information handling agreed before work starts
The proposal and engagement documents set out how information moves, who receives access and what happens when the work finishes.
Access
Name the people and systems
We agree who needs access and which systems they need for the work in scope.
Exchange
Set the information route
The handover records how files, questions, completed work and review points move between the teams.
International delivery
Address transfers in writing
Where India delivery is in scope, the engagement documents address access and applicable international-transfer requirements before work starts.
Completion
Agree the handback
The return of completed work and the access changes required at the end of an engagement are agreed with your practice.
Questions
Questions from accountancy practices
Will you contact our clients?
Only when you ask us to, for a specific purpose. Otherwise, all work and questions return through your practice.
Can capacity increase for a planned peak?
Yes. Allow two to four weeks for planned additional capacity so the right people and access can be put in place.
How quickly can an engagement start?
Standard work usually starts within one to two weeks. A dedicated team or complex handover may take two to four weeks.
What software do you work in?
Xero and QuickBooks.
How do you agree data access and security?
Systems, named access, information exchange and international-transfer requirements are agreed in writing before the relevant work starts.
Start with a free call
Tell us what you need. You get our approach and our fee in writing, with no obligation and no charge for either.