Our Process

At Fincollab, we are thrilled to be your trusted partners on the journey to financial success. Our commitment is to guide you through a seamless and strategic process, ensuring your business thrives and grows. Discover how our proven process can transform your financial landscape

Stage One: Initial Meeting and Proposal Completion (Day 1)

After booking a discovery meeting at your connivence and signing up on our portal, we initiate a personalized journey. Together, we will delve into your goals, uncovering what matters most to you. Armed with this information, we collaboratively develop a plan to accelerate your business development, maximize income, and alleviate the burden of financial management, saving you time and stress.

Stage Two: Onboarding (Month 1)

Experience the future of streamlined accounting with our paperless approach. In the first month, we complete your digital setup and conduct a thorough business assessment. Our welcome pack guides you through the process, ensuring a smooth onboarding experience. With the information gathered, we provide tailored advice on efficiency improvements to make a positive impact.

Stage Three: Planning Ahead and Improvements (Month 3)

With three months of comprehensive financial reporting, gain insights into your current position and future projections. We collaborate on planning ahead, changing workflows to boost profits, and cutting unnecessary spending. Our guidance helps you budget for upcoming periods, fostering better spending practices.

Stage Four: Measure Progress and Explore Other Avenues (Month 6)

At the six-month mark, witness the transformation of your paperwork into concise and accurate reports. We measure your progress, explore current working methods, and consider smarter ways of operating. This may involve outsourcing, reviewing suppliers, and optimizing processes to ensure sustainable growth.

Stage Five: Tax Planning and GLOSS Review (Month 9)

Approaching the crucial quarter before your financial year-end, we delve into tax planning. We estimate your tax bill, strategize to minimize it, and create new plans and goals for your business's future. Our advice, backed by accurate reports, ensures continuous growth, with changes made to optimize your financial strategy.

Stage Six: Year End Finalisation and Meeting & Sign-off (Month 12)

As the year concludes, we prepare your Year-end accounts and invite you for a meeting to explain your numbers. This finalization step ensures transparency and understanding, setting the stage for the next phase of your business journey.

Stage Seven: Ongoing Support

Rest easy, knowing that your financial obligations are handled properly, efficiently, and well in advance. With our dedicated team, there's always someone who understands your business, providing valuable insights that empower you to make informed decisions for ongoing success.

Join hands with fincollab and embark on a transformative journey towards financial excellence.