How the work fits together, what we need from you, and what to expect from Count On Partners.
For your business
Everyday bookkeeping, explained.
From sharing your records to getting a clear proposal.
We agree the scope around your business. It can include transaction categorisation, bank and card reconciliations, invoice records, month-end preparation, and financial reporting. Your proposal sets out what is included.
We work with QuickBooks, Xero, Zoho Books, and other bookkeeping systems. Tell us what you use on the introductory call so we can agree access, the workflow, and any setup needs.
Yes. We start by reviewing the period involved and the records available. Catch-up or clean-up work is scoped separately so you can see what needs to happen before an ongoing routine begins.
We agree how to access your bookkeeping system and share supporting documents. Work is carried out online, with a clear process for questions, missing information, review, and reporting.
We provide a tailored quote based on your transaction volume, number of accounts, current records, and the support you need. We agree the scope and fee before work begins.
Our service focuses on bookkeeping and reporting. If you need tax filing, payroll, or other specialist work, raise it during the call so responsibilities and any separate requirements are clear.
For your agency
Support that fits your process.
Capacity, communication, and client relationships.
Yes. We agree the software, working instructions, responsibilities, and review process with your agency. The aim is to support your delivery without creating a parallel process.
We can discuss either. A defined project may cover catch-up work or a backlog, while recurring support can fit a regular bookkeeping and month-end cycle.
Your agency retains its client relationships. We agree communication, access, and escalation arrangements before starting, including whether any direct client contact is appropriate.
A short outline of the workload, software, deadlines, records, and review expectations is a useful starting point. We use that to agree a scope, handover process, and quote.
