OUR ENGAGEMENT MODEL
A Structured Process.
Zero Guesswork.
At SA Globus, we follow a proven offshore accounting engagement model that
ensures clarity, transparency, quality, and long-term value
at every stage of our partnership.
01
Understand Your Business
Gain a deep, strategic understanding of your accounting environment, challenges, and goals.
We Learn Your Business Before We Touch a Single Number. Before we open QuickBooks or pull a single report, we spend time understanding your world — your current setup, where the friction is, your regulatory requirements, and where you’re trying to go. We review your chart of accounts, existing workflows, compliance obligations, and the gaps your current team is working around. By the end of this phase, we’ve mapped exactly what needs to happen — and you’ve signed off on it before work begins.
A tailored engagement scope document. Your dedicated team structure, deliverable calendar, and success metrics — all in writing, all agreed upon before day one.
Outcome
A tailored engagement scope document outlining your dedicated team structure, deliverable calendar, and access matrix will be shared for your review and sign-off before work begins.
- Discovery call with partner
- Assessment of current accounting processes & tools
- Review of existing chart of accounts & financial structure
- Identification of inefficiencies, bottlenecks, & gaps
- Documentation of compliance & reporting requirements
- Scoping of deliverables, timelines, & team allocation
- Every engagement begins with insight and moves with purpose.
02
Transition & Onboarding
Move your operations to us without missing a beat, a deadline, or a client commitment.
Onboarding That Doesn’t Break Your Operations. Transitions are where most offshore relationships go wrong. You lose a week to back-and-forth, your in-house team gets pulled in two directions, and somehow the go-live date keeps slipping. We don’t do that. We handle the technical setup — access provisioning, historical data migration, chart of accounts alignment, SOP documentation, and communication channel configuration — while your team keeps running without interruption.
Timeline
Most clients are live within 5–10 business days. We set a firm go-live date at the start and hold to it.
- Secure credentials exchange & access provisioning (QuickBooks, Xero, NetSuite, etc.)
- Historical data migration & beginning balance verification
- Chart of accounts alignment & standardization
- Workflow mapping & SOP documentation
- Communication channel setup (Slack / Zoho Cliq)
- Parallel-run period (where applicable) for quality assurance
03
Execution
Our dedicated team takes ownership of your work — qualified, consistent, and built around your exact requirements.
Once we’re live, your dedicated offshore team takes ownership of day-to-day operations. Not a generic template. Not whoever’s available that week. Your team — named professionals who know your files, your preferences, and your clients. Every assignment is managed by a qualified CA or CPA. Every output is reviewed before it reaches you.
What this covers
Daily transaction processing, accounts payable and receivable, bank reconciliations, payroll, tax workpaper preparation, and audit documentation — whatever your scope requires.
- Discovery call with partner
- Assessment of current accounting processes & tools
- Review of existing chart of accounts & financial structure
- Identification of inefficiencies, bottlenecks, & gaps
- Documentation of compliance & reporting requirements
- Scoping of deliverables, timelines, & team allocation
- Every engagement begins with insight and moves with purpose.
04
Regular Communication
Stay informed at every stage with structured updates, zero chasing, and response times that actually respect your deadlines.
Transparency isn’t a feature we offer. It’s how we operate.
You get daily status updates through Slack, Zoho Cliq, or whatever channel you prefer. Weekly calls with your dedicated account lead. Shared task trackers so you always know where things stand. And if something urgent comes up, our escalation protocol means you hear back within 4 business hours — not at the end of the week.
We also align to your time zone for all critical deadlines, so US tax season doesn’t catch anyone off guard.
Our Commitment
You will never be left waiting for a status update. All queries are acknowledged within 4 business hours. No black boxes ever.
- Discovery call with partner
- Assessment of current accounting processes & tools
- Review of existing chart of accounts & financial structure
- Identification of inefficiencies, bottlenecks, & gaps
- Documentation of compliance & reporting requirements
- Scoping of deliverables, timelines, & team allocation
- Every engagement begins with insight and moves with purpose.
05
Review & Reporting
Every Report Gets a Senior Review Before It Gets to You
We don’t send first-draft work. Every deliverable — monthly management accounts, variance analysis, cash flow reports, KPI dashboards — goes through our internal QA process and is reviewed by a senior professional before delivery.
For high-stakes deliverables, the engagement partner reviews personally.
This means you can share what we send directly with your clients or leadership team, without spending an hour checking our work first.
Quality Assurance
Every report goes through our rigorous internal review process before delivery. Engagement partner personally review high-stakes deliverables to ensure accuracy and compliance.
- Monthly management accounts & MIS packs
- Variance analysis against budget & prior periods
- Cash flow reports & rolling forecasts
- KPI dashboards tailored to your business
- Partner-level review of all client-facing deliverables
- Quarterly performance review with engagement leads
06
Scale & Ongoing Support
We scale seamlessly alongside you.
As your firm or business grows, your engagement with us grows with it. Need more capacity during busy season? Done. Want to add Virtual CFO services or payroll support? We expand the scope — no new onboarding process, no disruption, no lost context.
We proactively identify opportunities to improve your processes and reduce costs over time. Because we measure our success by your growth, not just by whether invoices get processed on time.
Flexible team resizing, process improvement recommendations, annual SOP updates, and ongoing training on regulatory changes — with partner-level support always within reach.
Long-Term Partnership
We measure our success by your growth. Many SA Globus clients have been with us for multiple years expanding services as their business scales and their confidence in our team deepens.
- Flexible team resizing as workload evolves
- Process improvement & automation recommendations
- Expansion into additional service lines (e.g., Virtual CFO, Payroll)
- Annual engagement review & SOP updates
- Ongoing training on new regulations & compliance changes
- Dedicated partner-level support always accessible
Simple to Start. Built to Scale.
We believe working with us should feel effortless from day one. Our engagement model is designed to be flexible, transparent, and results-driven — adapting to your unique needs at every stage of your journey.