A Clear, Structured Approach to Your Accounting & Finance

Q: What happens after I book a consultation?

We begin with a consultation to understand your business, current accounting and finance setup, priorities and the type of support you are looking for. From there, we assess your needs before recommending an appropriate scope of support.

Q: What information do you need from us to get started?

Typically an overview of your business, access to your current accounting system or records, and a sense of your reporting and financial goals. We will confirm exactly what is needed once we understand your situation.

Q: Do you work with existing accounting teams?

Yes. We often work alongside an internal team, taking on specific functions such as technical accounting, reporting or forecasting while your team focuses on other priorities.

Q: Can Numeriq take over an existing accounting function?

Yes. We can assess your current setup, transition the required records and processes across, and take on ongoing accounting operations from there.

Q: How do you determine which services a business needs?

Through the assess stage of our process, where we review your accounting setup, records and reporting to identify gaps and priorities before recommending a scope of support.

Q: Can the scope of support change over time?

Yes. Engagements commonly evolve as a business grows, moving from accounting operations into financial reporting, planning and forecasting, or fractional CFO level support.

Q: How does ongoing communication work?

You have direct access to the team working on your account, with regular reporting and clear points of contact rather than routing everything through a general inbox.

Q: How long does onboarding typically take?

Onboarding timelines depend on the complexity of your current setup and the scope of support agreed. We will give you a realistic estimate once we understand your business during the assess stage.

We start by understanding your business, identify what it actually needs, put the right financial support in place, then work continuously to maintain and improve it.

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From First Conversation to Ongoing Financial Support

Every engagement starts with understanding your business, not fitting you into a predefined package. From there, we assess what is actually needed, build the right setup, deliver the work, and keep improving it as your business changes.

Understand Assess Build Deliver Improve

The Five Stages of Working Together

01
Understand

We start by understanding your business.

We take the time to understand your company's structure, current financial processes, challenges, objectives and the level of support you actually need.
- Understand your business model
- Review your current accounting setup
- Identify immediate challenges
- Understand your reporting and financial goals
02
Assess

We identify what needs attention.

We review your existing financial environment and determine where improvements, corrections or additional expertise are required.
- Assess accounting processes
- Review financial records and reporting
- Identify gaps and inefficiencies
- Determine priorities and required support
03
Build

We create the right financial setup.

We develop the appropriate accounting processes, reporting structure, systems and level of support based on what your business actually requires.
- Establish or improve accounting workflows
- Configure reporting structures
- Set up appropriate systems
- Define responsibilities and deliverables
04
Deliver

We put the plan into action.

This is where we deliver the accounting and finance support agreed for your business.
05
Improve

We keep your financial function moving forward.

The relationship does not end once the initial setup is complete. We stay close as your business and its needs continue to change.
- Ongoing reporting
- Performance monitoring
- Financial insights
- Process improvements
- Forecasting and planning
- Adapting support as the business grows

What You Can Expect

The Experience of Working With Us

Clear Communication

You know what is happening, what is required and what comes next.

Reliable Delivery

Financial tasks and reporting are handled with consistency and attention to detail.

Practical Insight

Financial information is presented in a way that helps you understand the business.

Flexible Support

The level of support can adapt as your business changes.

Your Business Determines the Approach

Here are a few examples of how our support can be shaped around what your business actually needs:

Bookkeeping Reconciliations Management Accounts

Technical Accounting Consolidation Financial Reporting

Accounting Operations Forecasting Fractional CFO Advisory

Your Business Your Needs Right Level of Support Ongoing Financial Partnership

Support That Can Grow With Your Business

The relationship does not necessarily stay static. A growing client might initially need bookkeeping and reporting, then later require budgeting, forecasting, consolidation or CFO level support.

Accounting Operations Financial Reporting Planning & Forecasting Strategic Financial Advisory

A Partnership, Not a Handover

From Numeriq

Dedicated financial support
Clear communication
Structured reporting
Structured accounting processes
Financial insight
Ongoing support

From You

Business and financial information
Access to required systems
Timely responses and approvals
Relevant business updates
Clear objectives and priorities

Frequently Asked Questions

Process Specific Questions, Answered

What happens after I book a consultation?

What information do you need from us to get started?

Do you work with existing accounting teams?

Can Numeriq take over an existing accounting function?

How do you determine which services a business needs?

Can the scope of support change over time?

How does ongoing communication work?

How long does onboarding typically take?

Let's Start With a Conversation

The first step is simply talking through your business, your current financial setup and where support would actually help.

Book a Consultation