How We Work
Handing your books to a stranger feels risky. This is the documented process — from first call to ongoing delivery — that makes it not feel that way.
Trust Isn't A Feeling Here. It's A Sequence Of Steps.
Nobody hands over financial data because a website says "trust us." Trust comes from watching a process actually work — an NDA signed before anything is shared, access that's controlled rather than assumed, a scope that's written down instead of implied. The businesses that get burned by outsourcing usually aren't burned by bad work. They're burned by an undocumented process where nobody agreed what "done" looked like. This page is that process, in full, before you commit to anything.
Six steps, from first call to ongoing delivery.
Click a step to see how it works.
Free consultation
30 minutes, no obligation. We learn your needs, current software, transaction volumes, and where things actually stand today — not a sales call, an honest fit check.
Proposal & scope
A written engagement with clear deliverables, turnaround times, and pricing — nothing starts until this is agreed, so there's no ambiguity about what "included" means later.
Secure onboarding
NDA signed before any data changes hands. Access is set up and limited to your specific engagement team, not the whole firm.
Records review
Before ongoing work begins, we review what exists — prior filings, current books, open issues — and flag gaps honestly instead of discovering them mid-engagement.
Delivery on schedule
Work delivered against the agreed cadence, reviewed by a Chartered Accountant before it reaches you, not just prepared by whoever was available.
Regular check-ins
Scheduled reviews, not silence between deliverables — so issues surface in a conversation, not in a filing deadline you didn't see coming.
"We treat your financial data the way you'd want your own clients' data treated."
This isn't a policy page nobody reads. Here's specifically what happens to your data at each stage.
Signed NDAs
Every engagement starts with a signed NDA — before a single file, login, or record is shared, every time, no exceptions for "quick" engagements.
Controlled Access
Only the people actually on your engagement team can see your data — not the whole firm, not a rotating pool of contractors.
Secure File Transfer
Files move through encrypted, access-controlled channels — not email attachments sitting in an inbox indefinitely.
GDPR / UK-GDPR & DPDP Alignment
Our data handling practices are aligned with GDPR / UK-GDPR expectations for clients in Europe and the UK, and with India's Digital Personal Data Protection framework for our own obligations as the receiving firm.
Most firms describe their process in a paragraph. We put a number on every step.
"We're thorough" is not a process. A dated sequence — day 1, week 1, week 2, ongoing — is one you can actually hold someone to. That's the real difference between a firm that says it's organized and one that shows you exactly what happens next, before you've committed to anything.
What clients usually ask before committing.
Typically one to two weeks from signed proposal to secure access being set up — faster if your records are already in good order.
Access is revoked and data handling follows the terms agreed in your engagement letter — this is discussed openly during scoping, not left ambiguous.
Either — we're comfortable working under your standard NDA template if your legal team prefers it.
Only the named individuals on your engagement team, not the wider firm — this is set up explicitly during onboarding.
That's fine — the call is genuinely no-obligation. We'd rather tell you honestly if we're not the right fit than force a mismatched engagement.
Cadence is agreed during scoping — most engagements include at least a standing monthly review, more frequent for active onboarding periods.
One call to see if we're the right fit — no pitch, no pressure.
Tell us what you're dealing with — messy books, a firm outgrowing its bandwidth, a market you haven't worked in before. We'll tell you honestly whether Corptiva is the right partner for it.