Slate Accounts deliver greater value and efficiencies to accountants when they refer their clients’ bookkeeping to us on a preferred provider basis.
By partnering with us to provide accounts management services to their clients, accounting firms can benefit from having their clients’ accounts and finance functions managed professionally, while integrating with their practice and processes.
Increased efficiency
- Accounts, draft management reports and working papers can be prepared to the accountant’s specification
- Accounts and interfacing processes and protocols can be aligned and consistent
- A close working relationship allows accountants to develop confidence in our work over time
- Reduced time, effort and risk in sourcing and briefing new accounts management providers for clients
- A closely aligned accounts management partner is best placed to spot issues for accountants to handle in advance
- Take a faster route to reaching your business goals
- Create space for accelerated growth and long term success
- Accountants offer clients a one stop solution that includes accounts management, while outsourcing the services to Slate Accounts.
Software Knowledge
We keep up to date will the latest financial accounting software so you don’t have to. We’ll identify the right software for your business, and optimise and automate processes where it makes sense to ensure your numbers are spot on.
WHY PARTNER WITH SLATE ACCOUNTS?
Reliability
With a team to draw on, we can offer a more reliable service than in-house staff or contractor bookkeepers.
Maintain and grow your client relationships
- Our partner accountants continue to manage the relationship with their clients. All services provided by Slate Accounts to mutual clients remain at the discretion of the accountant client manager.
- Slate Accounts compliments and supplements its accountant partner’s staff to provide professional resources that can deliver value-add services and projects on behalf of the firm, including:
- Business process mapping and reviews
- Financial modelling and cash flow forecasting.
Software implementations and training
- Business plan and strategy development and writing
- Workshop facilitation
- Benchmarking reports
- Cost reduction reviews and projects
Service models
Slate Accounts works with its accountant partners to develop a service model that suits all parties:
- Referral model – Slate Accounts is referred to, and provides services directly to the accountant’s clients. Slate’s scope of work and responsibilities to the client are agreed and documented.
- In-house services model – Accountants are engaged by their clients to provide services that are delivered by Slate Accounts as providers to the accounting firm. The accountants remain responsible to the client for the delivery of the services, while engaging Slate for reliable delivery of some, or all, of the services to agreed standards.
- Project engagement – Slate Accounts can provide skilled and professional resources to represent its accountant partners on a project by project basis.