Step by step
| Step | When | What happens | Who from your side |
|---|---|---|---|
| 1. Scope call | Week 0 | Clients, tasks, software, deadlines, pricing model | Partner or manager |
| 2. NDA and access | Week 1 | Confidentiality agreements, named logins with MFA, shared folder | IT or admin |
| 3. Test batch | Weeks 1–2 | One or two client files prepared and reviewed by your team | Reviewer |
| 4. SOPs and checklists agreed | Week 3 | Your preferences written into process SOPs and per-client checklists | Reviewer |
| 5. Steady state | Week 4 onward | Monthly cycle, query lists, quality scorecard | Reviewer |
Documented work, consistent results
Every engagement runs on three layers of documentation: standard operating procedures for each process (how we do a bank reconciliation, a close or a PBC list), per-client checklists that capture your firm’s and each client’s preferences, and training manuals for each service that new team members learn from before they touch a file. When a review note changes how something is done, we update the SOP or checklist the same week. This is what keeps the work consistent month after month and lets a new team member pick up a file without a drop in quality.
Who does the work
- Preparers do the bookkeeping, reconciliations and schedules.
- A senior reviewer checks every file before it leaves us.
- An engagement manager owns deadlines and communication.
- ProLead’s execution lead partners, Prem Kumar Y, Ajay Kumar Narra and Prasanth S S, oversee delivery, with Prashanth Vellanki leading the Hub. Iqbal Singh Grover, a licensed CPA (USA), reviews US work where an engagement needs it, and Alex Choong leads Singapore engagements.
Working hours
Our US team works 3pm to midnight India time, the first half of the US Eastern working day. Our Singapore team works Singapore hours.
Frequently asked questions
Who will we deal with day to day?
How do we send work and documents?
How do you handle review notes?
General information only, not legal, tax, audit or professional-conduct advice. Rules, standards and software features change, so confirm the position that applies to your firm before you act. See our disclaimer.
