Your clients need your attention. Give your team more capacity.
Paraplanning, accounting, bookkeeping, and back-office support for UK and Australian businesses.
People ’n’ Process helps financial advisory firms, accounting practices, and growing businesses manage the work behind their client relationships. Bring us into your workflow so your team can spend more time with clients and keep day-to-day responsibilities moving.
Support for the work that keeps your business moving
Reports to prepare. Records to reconcile. Documents to organise. When these responsibilities build up, they compete with the work only your team can do.
We help you identify activities suitable for outsourcing and shape the support around your priorities, systems, and review requirements.
Start with a defined need, then develop the working relationship as your requirements become clearer.
Where we can support you
Explore Our ServicesParaplanning
Research, draft documentation and case administration for advisory firms.
Explore ParaplanningAccounting & Bookkeeping
Transactions, reconciliations and reporting preparation, ready for your review.
Explore Accounting & BookkeepingBack-Office Support
Records, documents and the coordination tasks behind daily operations.
Explore Back-Office SupportBusiness Automation
Workflow mapping, data transfer between systems and automated reminders.
Explore Business AutomationMake room for the work that needs you
More capacity for recurring work
Identify tasks that can move to an external team and reduce the volume your internal staff need to manage directly.
Clearer ownership
Agree who prepares, checks, and approves each piece of work, so responsibilities are understood from the start.
More time for clients
Give advisers, accountants, and business leaders greater room to focus on relationships, decisions, and service.
A clear way to get started
See How We WorkUnderstand the requirement
Tell us where work is building up and what you would like to improve.
Agree the scope
Define activities, handovers, access requirements, and review responsibilities.
Establish the workflow
Set up communication and working instructions before delivery begins.
Review and refine
Use feedback to improve how the work moves between teams.
The Right People.
The Right Process.
People bring judgement and understanding. Processes give that work structure.
Our approach brings the two together: relevant support, clear instructions, and a practical working relationship built around your business.
Where would extra support make the biggest difference?
Tell us what is taking up your team’s time. We’ll explore where People ’n’ Process could help.