How it Works

1Getting Started

  • Your Needs and Objectives
    • Tell us about your business. Tell us your story!
  • Transparent Scoping
    • We customize our services to align with your budget, financial objectives and business strategy.
  • Your Doctor Financials Team
    • Your business will have its own Doctor Financials Team led by an experienced Accounting Manager. Your business is now in safe hands!

2Immersion and Onboarding

  • Process Management System
    • Through our in-house developed process management system, we define and document workstreams, tasks, deliverables, communications and timelines. Full transparency!
  • A Cloud-Based Eco-System
    • We advise on the top cloud-based accounting solutions for transitioning your accounting and finance function to digital. We manage the implementation and optimization.
  • On-Boarding Risk Assessment
    • We quickly identify any risks with your books, financial controls or statutory compliance. More importantly – we’ll also help you fix any issues!

3Day to Day

  • We Are Proactive
    • Send us the information that we request and we’ll take it from there! Our team will proactively ensure that the agreed processes and controls are always being followed.
  • Added-Value and Intuitive Financial Reports
    • Businesses need financial information that actually makes sense! Our intuitive financial reports identify exactly what you need to know about your business.
  • Ongoing Assessment of Controls, Efficiency and Scalability
    • Flexibility and adaptability are key success factors for all business models. We ensure that our processes grow with your business – so you can scale with the right controls in place.

We use an ecosystem of proven SaaS tools to help our clients grow