How We Work
A straightforward process from first conversation to ongoing delivery.
We keep things simple. A short conversation, a clear scope, a structured onboarding, and then consistent delivery with regular communication throughout.
The short answer
How does an engagement with SRR actually work?
An engagement starts with a short conversation to understand the work, followed by a clear written scope so there is no ambiguity about what is and is not included. Onboarding is structured: access, systems, file structures, and standards are agreed up front. Delivery then runs on a fixed rhythm with a named senior contact, rather than a rotating support queue.
Every deliverable passes a preparer self-review followed by an independent team lead review before it is returned, so what arrives is a finished file rather than a first draft.
- Review process
- Two-tier
- Preparer self-review, then an independent team lead review before anything leaves SRR.
- Point of contact
- Named and senior
- One accountable senior contact who knows the business, not a rotating queue.
- Scope
- Agreed in writing
- What is included and what is not is set out before work begins.
The Engagement Journey
What working with SRR actually looks like.
Every engagement follows the same disciplined path. We do not improvise on process. The four stages here are how every client relationship at SRR begins and runs.
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Initial Conversation
A 30 to 45 minute call to understand your firm, your current capacity gaps, the type of work you want to move offshore, and the volumes involved. We come prepared with the right questions. You leave the call with a clear sense of whether SRR is the right fit. No pressure, no proposal pushed at you on the same call.
What you receive: A short written follow-up summarising what we heard and what we would propose next.
Typical timeframe: One call within five working days of your enquiry.
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Scope and Proposal
We map out the specific workstreams, the team configuration, the review layer, the tools and systems involved, and the commercial structure. The proposal is written to be commercially honest. If something is outside our delivery comfort zone we say so. If a different engagement shape would serve you better we recommend it.
What you receive: A written proposal covering scope, team, review process, pricing, and engagement terms.
Typical timeframe: Five to seven working days after the initial conversation.
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Onboarding
A structured transition. We sign the NDA and engagement letter, set up secure access to your systems, document your workflows, agree the reporting rhythm, introduce your named account lead and delivery team, and run a short pilot batch to validate the workflow before we move to full volume. Onboarding is where most outsourcing relationships fail. We treat it with the weight it deserves.
What you receive: An onboarding checklist, named team contacts, documented workflows, agreed deliverable formats, and a signed-off pilot run.
Typical timeframe: Two to four weeks depending on engagement size.
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Delivery and Review
Ongoing work runs to the agreed rhythm. Deliverables are produced, reviewed by an ACCA-qualified team member, and handed over in the agreed format. Your account lead holds a regular check-in with you. Issues are flagged early, not buried. We send a short monthly status note covering volumes delivered, exceptions, and anything that needs your attention.
What you receive: Reviewed deliverables on schedule, a named contact who picks up the phone, and a monthly status note.
Typical timeframe: Ongoing, with quarterly engagement reviews.
Engagement Models
Three ways to engage, and a clean way to exit.
This is the white label engagement model behind our work with accounting firms, and the same structure applies to direct business engagements. Commercials are transparent. Exit terms are stated upfront.
Pilot engagement
A defined scope of work over four to six weeks. Used to validate fit before committing to a longer engagement. Priced as a fixed fee. Most clients begin here.
Monthly retainer
Defined scope and volume delivered each month. Fixed monthly fee. Suits firms with predictable recurring workloads such as bookkeeping, payroll, or audit support cycles.
Dedicated capacity
Named team members allocated to your firm on a dedicated or part-dedicated basis. Suits firms moving significant ongoing volume offshore. Priced on capacity, not output.
Communication
A named contact, defined response windows, and communication that does not disappear.
The most common complaint about offshore engagements is silence after onboarding. We run our delivery the opposite way.
Named account lead from day one
Every engagement has a named account lead who owns the relationship. You know who to call. Your messages do not get lost in a shared inbox or a ticketing queue.
Regular check-ins and monthly status notes
A scheduled check-in with your account lead at a frequency that fits your engagement size. A short monthly status note covering volumes, exceptions, and anything you need to know.
Defined response windows
Standard queries are responded to within agreed working hours. Urgent queries within the same business day. We commit to these windows in writing at onboarding.
Escalation path you can actually use
If something is not working, you have a direct line to senior leadership at SRR. Not a feedback form. Not a satisfaction survey. A conversation with someone who can fix it.
Quality Control
Every deliverable goes through a structured review before it reaches you.
Quality is not a slogan. It is built into how the work is produced, reviewed, and handed over.
Two-layer review on every deliverable
Work is prepared by the assigned team member and reviewed by a senior reviewer before release. Nothing leaves SRR without a second set of eyes on it.
Standardised workpapers and version control
Workpapers, schedules, and deliverables follow consistent formats. Changes are versioned. You receive clean, structured outputs that integrate cleanly into your own files.
Qualified senior oversight
Senior review is held by qualified team members with audit and accounting backgrounds. The reviewer is accountable for the work, not just a rubber stamp.
Data Security
Your client data is treated with the seriousness it deserves.
International accounting firms moving work offshore are placing client data in our hands. Outsourced accounting data security is something we have built our delivery environment around.
Controlled access and segregated environments
Team members access client systems only through agreed secure channels. No shared logins. No data taken outside the controlled environment. Each client’s work is segregated and access-restricted to the assigned delivery team.
Signed NDAs and engagement-specific confidentiality
Every engagement begins with signed NDAs covering both the firm and individual team members assigned to the work. Confidentiality terms are engagement-specific, not generic.
Delivered through SRR and the FinSoul Network
SRR is a member firm of the FinSoul Network. Engagements are delivered through SRR and the network’s secure delivery teams. The arrangement is disclosed upfront. Work is not handed to undisclosed third parties. The team you onboard is the team that delivers.
Ready to explore what this looks like for your firm?
Book a short call. We will be direct about what we can do, what it costs, and whether there is a genuine fit. No lengthy sales process.