Estimated hours & support needs
Task volumes compared with working time and review time.
File format
CSV + HTML
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NERACIA BOOKKEEPING SUPPORT / Planning before staffing
Bookkeeping Team Planning
Define the tasks and bookkeeping help you need.
We review workload, estimate required hours, and define tasks and candidate tests. This initial package provides a plan; it does not supply staff.
Fees & payment
Planning is separate from candidate search, staff fees, supervision, software and absence cover. No staffing payment before people and dates are agreed.
WHAT WE DO
The work we do
for you.
Example: the team is overloaded at month end, but it is unclear whether another person or better task allocation is needed.
- 01Review task volumes and observed completion times.
- 02Define tasks, skills and review time needed.
- 03Plan candidate trials before discussing staffing contracts.
WHAT YOU RECEIVE
When the work is done,
this is what you receive.
For firms with a growing backlog but unclear tasks, hours or skills to hire for.
Tasks & review responsibilities
Delegable tasks, required skills and who checks the work.
File format
Markdown
Candidate trial plan
Trial tasks, assessment criteria and requirements before starting.
File format
CSV + HTML
Confirm formats in the written scope. Sample packs use fictional data and do not show client results.
OUTPUT PREVIEW
See the shape
of the work.
A fictional example of findings and next actions. Codes in the first column identify sample items only. Figures in the download files can differ.
| Reference | Finding | Next action |
|---|---|---|
| SYN-QUEUE-01 | Queue not measured | Sample task durations |
| SYN-REVIEW-02 | Review time not allocated | Reserve reviewer capacity |
| SYN-TRIAL-03 | Candidate trial pending | Trial tasks before a seat contract |
CHECKING THE OUTPUTS
We check the work
to support your decisions.
How much work and review time is needed before hiring?
We check outputs against the agreed inputs and work. Outstanding items stay recorded with reasons and next actions.
See detailed checks (for the relevant team)
Starting records One queue, volumes, sampled handling times, rework and practice supervisor hours.
Demand and capacity
Demand hours = Σ(volume × minutes/task × (1 + rework%/100)) ÷ 60. Compare with available hours × utilization; show leave and peak assumptions.
Review capacity
Required review hours compared with confirmed reviewer hours; shortfalls remain gaps.
Accept the blueprint against samples and assumptions; discuss a seat after trial, reviewer, backup and data arrangements are ready.
Use the role brief for a separate trial; candidates and productivity are not guaranteed.
Agree starting records, targets and period before starting. Examples and targets are not client results.
WHAT IS INCLUDED
Work limits
One firm, one role and one work queue. Task samples use anonymized data. Candidate search, candidate trials and monthly staffing contracts are separate.
What you provide
- Tasks, volumes, observed completion times and rework.
- Working hours, overlap needs, reviewer and backup requirements.
- Data/access rules; the firm reviews cross-border sharing consent before real data.
Not included
No guaranteed candidate or automatic placement. Tax/BAS advice, filing and technical approval remain with the appropriately authorized firm.
SUBSEQUENT WORK
Bookkeeping Support
The initial service plans bookkeeping staffing. Candidate search, trials and monthly staffing are subsequent engagements.
Plan staffing needs
One firm, one role and one queue. Receive estimated hours, tasks and candidate-test criteria.
Find and test candidates
If separately agreed, assess anonymized trial tasks, candidate skills and supervision needs.
Start when people are confirmed
Monthly support starts after agreeing staff, reviewer, backup, access, hours, fees and dates.
Who is responsible?
No candidate or staffing date is confirmed. Buying the plan does not reserve staff. Technical decisions, tax/BAS advice, filing and final approval stay with authorized firm personnel.
Each engagement starts after agreeing scope, people, access, timing and payment. Subsequent stages are excluded unless written in the quote.
Download sample plan and candidate checklists ↓Role brief · trial rubric · weekly queue · access & offboarding
FROM CONVERSATION TO HANDOVER
You know
what happens next.
Arif is your discussion contact. Required delivery and review roles are designated before engagement.
Tell us the problem
You do not need a package name. Explain the task causing difficulty and the result you need.
Review the work and price
We explain tasks, outputs, limits, fees and timing in writing before you decide.
We do the work and check it
We check inputs, carry out the work and discuss unresolved questions with you.
Receive the work and explanation
Receive output files, an explanation and next actions. Discuss corrections under the agreement.
Fees & payment
Planning fee quoted separately
Planning is separate from candidate search, staff fees, supervision, software and absence cover. No staffing payment before people and dates are agreed.
Timing & corrections
*Estimated 3–5 working days. Final timing follows complete inputs and agreed scope, access, roles and payment terms. Discuss changed inputs or blockers before changing the schedule.
Includes one correction round on the same inputs and scope, requested within seven days of handover. New periods, data or additional work require agreement on scope and costs.
BEFORE STARTING
Common questions.
Is subsequent work included?
Discuss monthly staffing only after approving candidates, trials, reviewers, backup and access arrangements. No candidate or staffing date is confirmed.
What if data is missing or there are differences?
We record gaps, their impact and required information. Conclusions requiring evidence remain on hold; discuss extra work and schedule changes before proceeding.
How is business data shared?
Use general context in the initial brief. Before sharing real data, agree minimum access, transfer channels, storage, recipients and retention. Do not share main account passwords.
I am unsure which service fits. What should I do?
Send a brief through WhatsApp or email. We discuss fit and availability, then prepare work and a quote. The website form is not an order or payment.
NEXT STEP
Tell us about one task.
Let’s define the first step.
Tell us about the business problem. We help define work, outputs, fees and timing before you decide.