A clear process, so you always know what happens next
Outsourcing only works when both sides know who does what and when. Here is exactly how an engagement with us runs, from the first call to the monthly routine.
Getting started
Onboarding is usually the most involved part. After it, the work settles into a predictable monthly routine.
Free discovery call
A free 30 minute call on WhatsApp to learn about your business, your systems and what you need.
Free books review and quote
We review your books for free, then send a written quote.
NDA signed
We sign an NDA before you share any financial data with us.
Access
You add us as a user in QuickBooks Online or your own system, with the permissions you choose.
Ongoing work
We clear any backlog, then move to a monthly routine. Month to month, cancel anytime.
What a typical month looks like
Exact dates are agreed with you. A common rhythm for a monthly bookkeeping and reporting client looks like this:
Transactions recorded and documents matched as they arrive. Bills processed for approval.
Bank, card and loan accounts reconciled. Open questions sent to you in one list.
Month end entries posted and the close reviewed by a qualified accountant.
Financial statements and management report delivered, with a short commentary.
Optional call to walk through the numbers and agree any actions.
Built for clients in the US and UK
US business hours
We work US business hours, so you can reach us during your own working day.
No lock in
We work month to month. If we are not earning our fee, you can cancel at any time.
One point of contact
A named accountant who knows your books, reachable on WhatsApp for quick questions.
Reviewed before it reaches you
Every close and every report is checked by a second person before delivery, with our ACCA qualified founder overseeing the work.
Your data, your control
We work inside your systems with access you grant and can revoke at any time. Documents are shared only through channels you approve.
Documented processes
Checklists and notes for your books are kept on file, so the work does not depend on any one person.
Who does what
| Task | You | ACHUB Global |
|---|---|---|
| Share receipts, invoices and statements | ✓ | |
| Answer the monthly open-questions list | ✓ | |
| Approve and release payments | ✓ | |
| Record and categorise transactions | ✓ | |
| Reconcile all accounts | ✓ | |
| Close the month and review it | ✓ | |
| Prepare statements and reports | ✓ | |
| Prepare payment runs for approval | ✓ |
Want to see how this would work for you?
Book a free 30 minute WhatsApp call and a free review of your books. A written quote follows, with no lock in.