Agree the scope
We discuss your starting point and agree which tasks we take on and which remain with your team. We coordinate the required documents, responsibilities and billing with you.
In the client portal, you can follow your live management accounts down to individual entries and documents. Custom templates present your management and investor reports in the format you need; an MCP connection to DATEV also enables AI-assisted analysis.

Scope of services
We agree the reporting structure with management, your finance team and investors. It can reflect your business model and stage of growth.
Working together
We discuss your starting point and agree which tasks we take on and which remain with your team. We coordinate the required documents, responsibilities and billing with you.
Your dedicated team of financial accountant, tax adviser and project manager coordinates our work. We resolve questions and handovers in a shared Slack channel. Solutions Consulting or other specialists join when needed.
We explain the results and discuss outstanding questions and possible next steps. As your business or advisory needs change, we adjust the agreed scope together.
Contact

In our first conversation, we look at your accounting, systems and tax advisory needs. Together, we discuss how to simplify your processes and make them more efficient.
Get in touch