How We Work

Hand signing a written service agreement on a desk

Written scope first

The ground rules

Everything runs against a written scope

We do not start work on a verbal brief. Before any engagement begins you receive a scope document that states the tasks covered, the tasks explicitly not covered, turnaround times, the fee, and the notice period. If the work changes, the scope is amended in writing and repriced before the change takes effect.

This is deliberate. Unscoped support arrangements are the reason outsourced admin relationships break down, and vague scopes are how clients end up with unexpected invoices.

We work inside your systems

We do not require you to move to our tools. We operate inside the platforms you already use, following your documented procedures. Where a procedure is not documented, we document it during onboarding and give you the record.

A practical consequence of this is that your data mostly stays where it already is. We work in your systems rather than copying your database into ours.

Access is granted on a least-privilege basis

We request the minimum system access needed to perform the contracted work, on named individual accounts rather than shared logins. Access is reviewed at each quarterly engagement review and revoked within five working days of an engagement ending.

Step by step

How an engagement runs

Every engagement follows the same five stages, from the first call through to the quarterly review.

Padlock resting on a computer keyboard, representing controlled access to client data

UK GDPR processor

Confidentiality

How we handle your data

We process client data as a data processor under UK GDPR, on your written instructions, under a data processing agreement that forms part of our service agreement.

We work within the client’s own systems wherever the work allows, so client data generally remains under the client’s control
Where we must hold a working copy, it is stored on access-controlled accounts and deleted within 30 days of the engagement ending
We do not engage sub-processors to carry out client work without the client’s prior written approval
Everyone working on a client engagement is bound by written confidentiality obligations
Data breaches affecting client data are reported to the client without undue delay and in any event within 24 hours of discovery

What you can rely on

Service levels

The commitments that apply to every engagement, retained or fixed-scope.

Response to client queries: within one working day
Standard task turnaround: two working days from receipt, unless a different deadline is agreed in the scope
Reporting: written summary of completed and outstanding work every week
Business hours: Monday to Friday, 9:00 to 17:30 UK time, excluding England and Wales bank holidays

Our limits

What we do not do

Being clear about limits is part of being a credible provider.

We do not give legal, tax, accounting, financial, or regulatory advice

We do not hold or handle client funds

We do not act as a registered office, nominee, or company secretary for clients

We do not provide managed IT, network, or cybersecurity services

We do not make commercial decisions on a client’s behalf

Get started

Ready to get a quote?

Tell us what the work involves and we will come back with a written scope and a fixed price. There is no charge for scoping and no obligation to proceed.

Request a scope and quote