How to Get Started With Our Finance and Accounting Services

Getting started with our services is a seamless journey. Whether you're a small business or a large corporation, we have well-defined pre-boarding and post-boarding stages to enable you to take off with our services. In the following steps, we'll guide you through the two processes of initiating our services, which complement each other, to ensure a smooth transition for your business.

Our Finance and Accounting Services Initiation Process

We have carefully designed our processes to ensure a seamless transition for your business. Here's a step-by-step guide to getting started:

Finance and Accounting Services Pre-Onboarding Process

  • Initial Consultation

    Following your inquiry, we schedule a consultation to understand your business's accounting requirements and tailor our services accordingly.
  • Assessment of Requirements

    We meticulously evaluate your accounting needs, including bookkeeping, journal entries, or any other services you require.
  • Customized Service Proposal

    Based on our assessment, we provide a customized service proposal outlining the scope of work, pricing, and timelines tailored to your business needs.
  • Agreement and Onboarding

    On approval of the proposal, we'll formalize the agreement with the necessary paperwork to sign and assist you through the onboarding process.

Finance and Accounting Services Post-Onboarding Process

  • Access to System and Process

    Once we onboard you, we will work with you to securely access your current system and process to ensure a smooth transition of our services.
  • Training and Implementation

    Our team will implement the agreed-upon accounting processes and software and acquaint our team (exclusively dedicated to you) with all requirements.
  • Regular Reviews and Updates

    During the process, we conduct regular reviews to evaluate our process, provide routine updates, and seek your recommendations for process improvements.
  • Scalability and Flexibility

    We remain on standby to adapt our services to your changing needs, ensuring scalability and flexibility as your business grows and expands.

Our goal is to build a long-term partnership based on trust, reliability, and exceptional service. We're dedicated to helping you navigate the complexities of accounting and finance, so you can focus on what you do best – running your business.

To Know More About Our Finance and Accounting Process Contact Us!

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Invensis - The Most Trusted Finance and Accounting Outsourcing Company

We have earned our position among the foremost finance and accounting firms through our extensive experience delivering robust support tailored to businesses across diverse industry sectors. Over the years, we have harnessed the expertise of a team exceeding 1000 professionals, efficiently processing over 400 million invoices with an exceptional accuracy rate of 99%, resulting in cost reductions ranging from 25% to 30%. Our clients rely on our comprehensive suite of services to effectively manage their financial affairs and achieve key objectives such as benchmarking, informed decision-making, regulatory compliance, precise financial reporting, and transparent communication with stakeholders.


Finance & Accounting


Invoices Processed


Value of Invoice




Cost Reduction

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What Our Customers Say

Invensis' auditing and taxation services assisted us in effecting significant changes in the business's focus and nature. They have always provided us with a comprehensive and top-rated service, allowing us to meet deadlines internally and externally.

Norman Will
Leading Financial Institution in US

Invensis has helped us obtain business-critical data on our Accounts Receivable processes. This helped us make good cash flow decisions, motivate our teams, and maintain our focus on profit maximization.

Elijah Miller
Leading Telecommunications Company in UK

Invensis has been an outstanding business partner for over four years. Our Accounts Payable workflow has generated daily volumes of invoices to be processed, and Outsourced Bookkeeping handles the volume precisely. As a result, it's fantastic to arrive at work every day without any backlog.

Patrick Smith
Leading Customs Brokerage Company in UK
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Contact Information

You can reach us at:

Call us
+1 (302)-261-9036
Locate Us
Invensis Inc. 2785 Rockbrook Dr STE 204 Lewisville, TX 75067

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