Question 1

Stage 1: Process Discovery

Accepted Answer

We begin by understanding your current finance workflows in detail — how transactions move, what controls exist, where bottlenecks appear, and which tasks consume the most time. This stage helps us map the end-to-end process landscape, identify quick wins, and establish the foundation for a cleaner, more efficient finance function.

Question 2

Stage 2: Outsourcing Process Design

Accepted Answer

Once the process landscape is clear, we redesign the workflows for an outsourced operating model. This includes defining roles, handoff points, SLAs, approval flows, documentation standards, and compliance checkpoints. We also align your reporting needs, MIS format, and financial close expectations so the outsourced model mirrors your internal governance

Question 3

Stage 3: Ramp-Up & Stabilisation

Accepted Answer

We onboard the accounting team, transition processes in phases, run shadow cycles, and stabilise the new operating rhythm. During this stage, we focus heavily on quality control, data consistency, communication flows, and reducing transition-related friction. The aim is to achieve predictable delivery with minimal disruption.

Question 4

Stage 4: Steady-State Delivery

Accepted Answer

Once stabilised, the CoralMetrix team fully takes over daily operations — bookkeeping, AP/AR, reconciliations, payroll support, month-end closing, compliance filings, and MIS reporting. This stage is about reliable, repeatable performance with clear governance, structured review cycles, and ongoing communication with your finance leadership.

Question 5

Stage 5: Optimisation & Automation

Accepted Answer

After steady-state delivery is established, we focus on continuous improvement — introducing automation tools, streamlining workflows, eliminating redundant steps, and improving reporting speed. This phase transforms the finance function from stable to optimised, delivering higher accuracy, faster closes, and reduced operational costs.

Finance & Accounting Services

End-to-end finance operations — bookkeeping, tax, payroll, reconciliations, reporting,and regulatory compliance.

Accounting

Analytics

Process Services

Why CoralMetrix — Five Key Advantages

Our Core Accounting Services

Comprehensive finance and accounting solutions tailored to your needs

Bookkeeping & General Ledger Management

Accounts Payable & Receivable

Financial Reporting & MIS

Tax Compliance & Advisory

Payroll Processing

Audit Support & Compliance

How CoralMetrix Delivers

Five stages from discovery to optimization

Technology We Work With

We integrate with leading accounting and ERP platforms

Ready to Streamline Your Finance Operations?

Let our expert team handle your accounting while you focus on growing your business.