Our Story
We started by understanding a clear need: accounting firms struggle with capacity while trying to scale and focus on client advisory. We identified the critical need for an outsourcing partner capable of seamless integration, unwavering security, and consistent quality: a partner that could help firms thrive, not just survive.
Our vision is to be the trusted, indispensable partner enabling accounting firms to scale effectively and enhance their focus on strategic client advisory.
Our mission is to deliver expert, secure, and integrated accounting support that acts as a true extension of your firm, empowering you to overcome capacity challenges and drive profitability.
This is achieved through our approach: building collaborative partnerships grounded in transparency and a deep understanding of the accounting landscape.
We integrate our team and technology into your processes, not the other way around. Your firm’s standards drive how we work.
How We Work
We’ve built our service around three key areas: reliable infrastructure, security you can trust, and an onboarding process that fits your way of working.
1. Infrastructure
Our foundation is a modern, resilient infrastructure designed to support your accounting needs efficiently and securely.
Cloud-based Architecture: We leverage a flexible cloud-based platform, ensuring accessibility, scalability, and resilience for handling varying workloads for your practice.
Automated Backups: We have implemented comprehensive automated backup systems to protect your critical data and ensure business continuity.
Software Compatibility: Our team’s proficiency across numerous accounting software such as Xero, Sage, QuickBooks, and TaxCalc allows for straightforward integration with your firm’s current system.
2. Security
Security is not an afterthought; it’s embedded in every layer of our operations. We employ stringent protocols and advanced technology to protect your sensitive financial data.
Need to expand your accounting
capabilities without increasing overhead?
We provide seamless outsourcing solutions to strengthen your firm’s efficiency.
3. Seamless Onboarding and Migration Process
Getting started should be straightforward. Here’s how we bring you on board with minimal disruption to your practice.
Discovery call: We begin with a detailed call to understand your specific requirements, challenges, and what you hope to achieve through outsourcing. This enables us to tailor our support.
Process evaluation: We work closely with accounting firms to evaluate their existing methods and identify which tasks are best suited for outsourcing, defining the scope of our engagement.
Proposal and contract: Following our evaluation, we present a clear service proposal that covers services, schedules, and costs. Our partnership is formalized agreement.
Data gathering: We collect your existing financial data and documents such as bank statements, receipts, and any accounting files.
Clean-up and organisation: If your books need tidying, we’ll clean up accounts, remove duplicates, and fix any errors. This ensures you start on a solid foundation.
System setup: We establish secure connections to your systems using either our cloud platform or secure remote access for reliable data exchange.
Cloud migration: Want to move from desktop software to the cloud? We handle that too. We follow best practices to migrate data securely, and you’ll gain the power of real-time cloud access without the headache.
Training: Our team receives thorough training on your specific processes, software, and needs to ensure seamless integration with your firm’s workflow.
Team integration: Our team works as part of your team. We invest time getting to know your processes, your people, and your standards.
Go live and support: We initiate outsourced services seamlessly, providing continuous support and open communication channels throughout our partnership to address any questions or issues promptly.
Software used by us
Accounting software expertise
Our team
Parag Sutaria, Director
With over 30 years of experience in accounting, Parag brings extensive experience collaborating with accountants across regions, including two decades in the UK and the US, as well as in outsourcing. His practical skills cover bookkeeping, VAT, management accounts, and year-end processes. As a former VP leading a large team, Parag is a Master of Commerce, Lean Six Sigma Green Belt certified, and proficient in Xero and QuickBooks, with a commitment to process improvement.
Himanshi Sonecha, Director
Himanshi is a highly accomplished accountant with over 16 years of experience across the Indian, UK, and US accounting industries. Her B2B and B2C experience, from early roles to KPO management, showcases operational excellence and high customer satisfaction. A Lean Six Sigma Green Belt, Xero Advisor Certified, and QuickBooks Online (QBO) Certified, Himanshi optimises financial processes with technology, delivering tailored, high-impact solutions.
Considering outsourced accounting
firms to support your growth and profitability?
Partner with NumberiX to access expert resources and focus on expanding your business.
