Some months demand far more hours
Year-end closing and tax deadlines concentrate the work, but the rest of the year does not justify another permanent position.
Outsourcing for accounting firms
Capacity for your firm, when you need it
We support accounting firms with outsourcing and training. We work on your clients' accounts, in your name, and the client portfolio remains yours.
Who it is forAccounting firms
How we support youOutsourcing and training
The client portfolioStays yours
There are times when the work grows faster than the team.
Year-end peaks, a vacancy that is hard to fill or administrative work piling up are part of life in an accounting firm. If you recognise yourself in these situations, we can help.
Hiring technical staff takes time
Between opening the vacancy, selecting and onboarding the person, months go by, and the work does not wait.
Administrative work eats into technical hours
Filing, invoicing and client contact end up with the accountants, who are left with less time for technical work.
Taking on more clients calls for more capacity
You want to grow without lowering the quality of the service you already provide.
What changes in your firm
Three common situations and how we support them.
Today
Peaks of work at year-end close
With us
= Talk to us →A finance professional working on the accounts of your clients for as long as the peak lasts
The client portfolio stays yours.
We work on the accounts of your clients, in your name, with the rules agreed in writing before we start.Four ways to support your firm.
You can start with just one. Each has its own page, with what it includes and how it works.
Then it is
Finance outsourcing
Technical reinforcement for as long as you need it, without changing your headcount.
See how it works →- Finance outsourcing: Technical reinforcement for as long as you need it, without changing your headcount.
- Administrative outsourcing: Administrative work comes off the hands of your technical team.
- TOConline training for accounting firms: From set-up to year-end close, online or in person, so the whole team works the same way.
- Financial training: For your team, or for your clients.
From the first phone call to the proposal
Three steps. None of them starts with a contract.
We talk with you
We want to understand how your firm works, where you need reinforcement and what lies ahead of you.
You receive a tailored proposal
With what is included, the price and who your point of contact is.
We start when you say so
With the rules agreed in writing and a person responsible for each task.
What other accounting firms say
“I am very satisfied with the service provided, for its quality, professionalism, availability and speed of response. It has met my expectations and conveys trust and rigour.”
“Since then, by using this more automated way of working, we make fewer mistakes and save much more time.”
Translated from Portuguese
Frequently asked questions
Do my clients stay mine?
Yes. The portfolio is yours. We do not approach your clients, either during or after our work together, and that is set down in writing in the contract, before we start.
What about confidentiality?
We sign a confidentiality agreement before we start and handle the data in line with the applicable legislation.
How do I keep track of the work?
We work with traceability: every task has a deadline and a person responsible, and you know who did what and when.
Can I bring you in just for a peak of work?
You can. The reinforcement comes in when the workload builds up and ends when it is no longer needed, without increasing your headcount.
Do you need to strengthen the capacity of your firm?
Tell us what you have on your plate and what support you need. We talk about your situation and present a proposal. Free, confidential and with no obligation.