Document workflow
- Deliverables
- A collection process, defined access and a missing-document list.
- Decisions it supports
- Reduce back-and-forth and monitor blockers.
Iter Advisors · Organising accounting operations
Accounting coordination
Usable accounts and clear responsibilities.
Scattered documents, late closes and unclear responsibilities: outsourced accounting first requires organised communication. We help structure accounting operations and connect them to financial management.
An initial conversation to understand your situation and next steps.
Do these situations sound familiar?
External accounting can cover different scopes. Before comparing proposals, distinguish document collection and preparation, bookkeeping and filings, closing work and analysis of figures. The engagement terms specify the work and the professional responsible for each part.
- Missing documents hold up the close and take up the business leader’s time.
- You do not know who checks data or approves deadlines.
- Your accounting tools and reporting use different information.
What you receive
Deliverables are agreed during scoping, according to your priorities and available data.
Closing calendar
- Deliverables
- Tasks, deadlines and approvals assigned to the relevant people.
- Decisions it supports
- Know when checked accounts will be available.
Transition to reporting
- Deliverables
- Reconciled exports and interpretation rules agreed with finance.
- Decisions it supports
- Use accounts to monitor activity.
Talk to the people doing the work.
The initial conversation clarifies your situation. Scoping then identifies the profile, skills and working arrangements appropriate to the engagement.
Meet the Iter teamHow we work together
1. Define responsibilities
List existing work, deadlines and accounting firm commitments.
2. Organise communication
Agree tools, access, approval steps and required documents.
3. Monitor closing
Address open issues, check export availability and prepare their use in reporting.
An explicit scope with your accountant
Bookkeeping, filings, review or certification work must be assigned to appropriately qualified professionals under applicable requirements. The proposal distinguishes Iter’s work from that of your accounting firm or relevant partners.
Payroll, specific tax matters, historical data recovery and tool migration are not implicitly included. Changing firms or software must account for data transfer, continuity of obligations and approval responsibilities.
How this fits within a Fractional CFO engagementDefine the scope before the quote.
Pricing depends on volumes, entities, tools, document quality and work assigned to each professional. We define these points before quoting. Accounting firm fees and any subscriptions must be identified separately.
Compare accounting proposalsFAQ: accounting coordination
Do I need to change accountants?
Not necessarily. Support can start with your current firm by clarifying communication, deadlines and each party’s role. The need for a change is assessed during scoping.
Are bookkeeping and filings included?
They should not be assumed to be included. Engagement terms specify the work assigned to the qualified professional and its cost. Accounting organisation and financial management are distinct scopes.
Can you help us change software?
Migration can be a defined project covering historical data, tests, access rights, approval and timing. Duration depends particularly on data quality and the people involved.
How do we connect accounting and financial management?
By agreeing availability dates, exports, analytical rules and controls. Reporting can then use reconciled data and explain variances relevant to decisions.
Which decision or deadline are you preparing for?
Describe your needs, current organisation and calendar. We will identify useful work together.
Describe my needs