Sole Proprietors
Startups
High Growth SMEs
Accounting Firms
Flexible Solutions
We offer flexible financial service solutions in Bookkeeping & Accounting, BAS/IAS, Payroll, Decision Support, Financial Modeling & VCFO
Select the package to suit your requirement
Select from Volume based & FTE based pricing plans Customizable Bookkeeping & Payroll processing plans based on the number of monthly transactions and employees
Speak to our consultant
Plan a 1 on 1 chat with our consultants. We will review and evaluate your requirements and offer a customized solution with competitive pricing
Schedule a call
Onboarding
We follow a simple onboarding process, which will enable us to transition you seamlessly and get you started.
Engage
1. Agree on the communication plan
2. Engage in the Due Diligence Process
3. Define Success Criteria & Initiate discussion on commercial terms
4. Identify the Scope of work to be undertaken
5. Initiate Statement of Work
Architect
1. Identification of the Required Resource Profiles
2. Finalize IT and Other infrastructure requirements
3. Agree on Data Security Guidelines
4. Finalize SOW/ Timelines
5. Develop and agree on the Baseline Project Plan
6. Agree on the commercial & other terms
7. Agreement Sign off
Build
1. Onboarding Resources
2. Technical Interview
3. Client Interview
4. Infrastructure Setup
5. IT Equipment/Systems setup
6. Commencement of initial training and knowledge transfer (Train the Trainer Model)
7. Graduate new resources through internal Knowledge Portal
Learn
1. Initiate Process Mapping and Detail Procedure Manual (DPM) Development
2. Start Knowledge transfer
3. User Acceptance Testing and IT infrastructure readiness
4. Establish BAU Governance Framework - Finalize Communication & Escalation Matrix
Execute
1. Process Go Live
2. Base Lining KPIs
3. Track and Report Performance
4. Weekly progress Review with the Team Lead
5. Monthly Feedback sessions with the Top Management
6. Develop and streamline the processes based on the Feedback received
7. Initiate Efficiency improvement projects and Embrace Best Practices/Technology to add value
Ready to get started?
Contact us to learn more about how our team of experts can work with you to develop Financial Services Solutions in Bookkeeping & Accounting Services, BAS/IAS, Payroll, Decision Support, Financial Modeling & VCFO that address the specific challenges you encounter
We offer customized flexible services for Sole Proprietors, Startups, High Growth SMEs and Accounting Firms
Contact us directly
Get in touch and discover how SAKS Financial Services can support the growth of your business
