Services Designed for
How Your Team Works
Three focused accounting services that bring clarity to expense management, travel auditing, and procurement processes with practical frameworks your team can actually maintain.
Back to HomeWhat We Offer
We provide three specialized services, each designed to address specific accounting needs with clear systems and ongoing support. These aren't generic packages but carefully structured approaches that adapt to how your business operates.
Expense Management & Policy Design
We create clear expense management frameworks and processing systems that make it simple for your team to follow proper procedures. Our design includes approval workflows, tracking tools, and policies that are practical and fair.
What's included:
- Policy framework design
- Approval workflow setup
- Monthly reconciliation
Travel & Expense Auditing
We review submitted expense reports with attention to policy compliance and accuracy, catching errors before they become embedded in your records. Our review process is thorough but respectful of the people submitting claims.
What's included:
- Report review and validation
- Compliance checking
- Process improvement recommendations
Procurement Accounting
We manage the financial side of your purchasing activities, from purchase order processing through to vendor payment and reconciliation. Our service ensures proper authorization, accurate recording, and timely payment.
What's included:
- Purchase order processing
- Vendor payment management
- Spending pattern reporting
Why Choose Our Services
Our approach differs from typical accounting services in several important ways.
Designed for Your Team
We take time to understand how your team actually works before designing systems. This means our frameworks fit your workflow rather than forcing you to adapt to generic procedures. Your people find our systems easier to follow because they make sense in the context of their daily work.
Clear Communication
We explain things in language that makes sense to people who aren't accountants. When we find issues, we communicate them constructively, focusing on how to improve systems rather than criticizing errors. Your team will appreciate working with us because we treat them with respect.
Ongoing Support
We don't disappear after implementation. We stay involved to refine systems based on how they're working in practice, making adjustments as your needs evolve. This ongoing relationship means your accounting processes improve over time rather than degrading as people forget details or circumstances change.
Practical Focus
We prioritize systems that work well in practice over theoretical perfection. A slightly less rigorous procedure that your team actually follows consistently is more effective than an ideal process that gets worked around because it's too complicated. Our recommendations balance control with usability.
Comparing Our Services
Each service addresses different needs, but they all share our commitment to creating systems that work for your team.
| Feature | Expense Management | Travel Auditing | Procurement |
|---|---|---|---|
| Policy Design | As needed | ||
| Regular Review | Monthly | Per transaction | |
| Reporting | |||
| Team Training | As needed | ||
| Monthly Investment | $2,000 | $1,600 | $2,400 |
Our Process
Regardless of which service you choose, our approach follows a similar pattern designed to ensure we create systems that work for you.
Discovery and Understanding
We start by learning about your current processes, your team's work patterns, and the specific challenges you're facing. This discovery phase ensures we understand your context before proposing solutions.
Framework Design
We create policies, workflows, and procedures that fit your specific situation. We involve your team in this process to ensure the systems we design will actually work for the people using them.
Supported Implementation
We work alongside your team as they begin using new systems, providing guidance and making adjustments when something isn't working as intended. Implementation is collaborative, not a handoff.
Ongoing Refinement
We continue working with you to refine systems based on real-world use. If something needs adjustment, we make changes. If new needs emerge, we help adapt your processes accordingly.
Understanding the Investment
Our pricing reflects the level of attention and customization we provide.
What You're Paying For
Our fees cover more than just the deliverables. You're paying for the time we invest in understanding your specific situation, the expertise we bring to designing effective systems, and the ongoing support we provide as those systems are implemented and refined.
Unlike services that use standardized templates, we create custom frameworks for each client. This requires more initial investment but produces systems that work better and last longer.
Long-term Value
While our upfront costs may be higher than some alternatives, the total cost of ownership is often lower because our systems require less ongoing management and adjustment. Your team spends less time confused about procedures, makes fewer errors, and doesn't need to develop workarounds for systems that don't fit.
The investment pays for itself through more efficient operations, better compliance, and the time your team saves by working with systems that make sense to them.
Combining Services
Many clients find that combining services creates synergies. For example, expense management and travel auditing naturally complement each other, and procurement accounting can integrate with existing expense frameworks. If you're interested in multiple services, we can discuss how they work together and whether there are efficiencies we can capture.
Ready to Learn More?
If you're interested in one or more of our services, we'd be happy to discuss your specific situation and how we might be able to help. There's no obligation, and the conversation will give us both a better sense of whether working together makes sense.
Get in Touch