From First Conversation to Ongoing Delivery “Here Is What Working With Collar Assist Looks Like”
01.
Free Assessment
Week 1
We review your current accounting setup in detail, identify gaps and inefficiencies, understand your software stack, and scope the engagement precisely. No obligation, no cost.
02.
Onboarding
Week 1-2
We establish access to your accounting software, build out your specific workflows, and assign your dedicated accounting professional. A full NDA is signed before any data is accessed or shared.
03.
AI-Powered Processing
Ongoing
Transactions are processed using AI-assisted workflows categorisation, matching, reconciliation, and report generation happen faster and more consistently than manual processing alone can achieve.
04.
Human Review & Validation
Every Cycle
Before any output leaves our team, a qualified accounting professional reviews it in full. Exceptions are flagged, anomalies are resolved, and all compliance requirements are verified.
05.
Delivery & Insight
Monthly
You receive clean, accurate financial statements, reports, and any required filings “delivered on time, every time, accompanied by clear commentary on anything your business needs to know.”
06.
Ongoing Communication
Regular scheduled check-ins, full availability during your business hours, and responsive support on any questions, changes, or emerging requirements.
Ready to see the difference?
Start with a free Financial Operations Assessment. We will review your current bookkeeping setup, identify automation opportunities, and show you exactly what Collar Assist would look like for your business - no obligation.
Book Your Free Assessment