Management reports, cost-center analysis and planning workpapers built from agreed records, definitions and assumptions. Review your performance, understand changes and plan with a clear source basis.
We agree the work, records, timing and price before starting. Broader services are quoted separately from the two bounded pilots.
Service scope
Useful for understanding performance by client-defined cost center, reviewing period changes or preparing a planning discussion from approved records.
Discuss profit-and-loss, balance-sheet or cash-movement summaries and supporting financial schedules. Define the periods, source basis and unresolved items; retain source references.
Prepare separately scoped account/category mappings and reporting by client-defined departments, projects or other cost centers. Agree allocation rules and reconcile to supplied totals; the client approves allocations.
Compare agreed periods or budgets, describe observed changes and distinguish supporting evidence from possible explanations requiring management confirmation.
Discuss budget, cash-flow or scenario schedules under client-approved assumptions. Label assumptions and sensitivities; these workpapers do not guarantee outcomes or constitute a specialist CFO service.
From input to handoff
A defined set of records and outputs makes your review straightforward.
To define the assignment
Your handoff
A practical handoff
A preparation assignment begins with a specific task and an agreed reviewer.
Share the output you need, approximate volume, period and relevant jurisdiction. Keep client records and identifiers out of the initial inquiry.
Agree a restricted channel, recipients and retention before sharing files. Review a suitable sample, then agree outputs, timing and final price.
For accepted work, Neracia prepares and self-checks the agreed files. Your firm reviews exceptions, approves decisions and retains final sign-off.
Before preparation begins: scope, final price and payment terms are agreed in writing before issuing an invoice. Work starts after the agreed payment is received. Extra volume or complexity is quoted before work begins.
You approve accounting policies, classifications, rates, adjustments and final posting. Management reports and schedules carry no assurance.
Payment execution remains client-owned. You approve and execute payments and send communications. Neracia does not request live bank credentials, passwords or OTPs.
Independent foreign tax advice and filing/sign-off require an appropriate local qualified provider. Specialist tax, CFO, incorporation, dissolution and EOR/hiring requests require a separate qualification and delivery-availability check. No provider is represented as secured.
Specialist requirements →Before an assignment
Know what to send and what you will receive.
No. These are management preparation outputs based on the agreed records. Independent assurance or any specialist judgment requires an appropriately qualified provider and a separate engagement.
Describe the task, desired output, period and approximate record volume. Keep client records, identifiers, passwords and OTPs out of your first message.
Connect the next task
Start with a defined task
Tell us the task, approximate volume, relevant jurisdiction and desired output. Get a quote for the records, periods and outputs you need.
Your first message
Keep client records, identifiers, passwords and OTPs out of the first message. Agree a restricted channel, recipients and retention before records are shared.
Request a quote by email Opens an email draft for you to review and send.