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Our Process

Outsource your accounts management and analysis with confidence using Slate Account’s Financial Control and Financial Insights processes.

FINANCIAL CONTROL

Let Slate Accounts help get your day-to-day financials on track and take responsibility for managing your accounts.  

1. Discover

NEEDS ANALYSIS

We work with you to clarify your requirements, to understand your existing systems, processes and infrastructure. We then identify opportunities for improvement and define the optimal sequence and timing for future activity. 

2. Design

WORKFLOW AND QUALITY CONTROL

We design your service solution deploying specialist management control tools and technologies to ensure seamless, accurate and on-time bookkeeping and accounts management. 

3. Deploy

ACCOUNTING SYSTEMS INTEGRATION

We have an agnostic approach to accounting software, working with you on your preferred platform/s. Our Operations team sets up strict security protocols ensuring data protection, privacy and confidentiality. 

4. Deliver

SERVICES TAILORED TO YOUR NEEDS

Meet your dedicated client team. They’ll work closely with your management, staff, suppliers and customers as they take the reins to manage your accounts function seamlessly, responsively, accurately and efficiently. 

FINANCIAL INSIGHTS

As day-to-day accounts are streamlined and operating with ease, Slate Accounts will work with you to go beyond processing transactions and maintaining the accounts, to growing your business. 

1. Discover

BUSINESS AND MARKET REVIEW

We work with you to understand your business model, its value proposition and the broader environment to clearly identify opportunities and risks to guide strategy and goal setting.

2. Design

STRATEGY AND GOAL SETTING

With a thorough understanding of your numbers, we work with you to find actions and strategies to improve performance. We develop and agree on forecasts, targets, metrics and reporting to track progress against your goals. 

3. Deploy

MEASURE AND DRIVE PERFORMANCE

With a clearly defined strategy and accurate financial oversight, we collaborate with your team to progress plans that drive performance. 

4. Deliver

MANAGE SUSTAINABLE GROWTH

Now with control over your finances, a solid plan and a sharper view, we provide valuable counsel, expert advice and regular reviews, enabling strategic and operational decision making for accelerated long-term success.