Dedicated resource model

The resource-based model most practices and growing businesses start with.

• Named full-time professionals working only on your account, during your hours or overnight
• Fixed monthly fee per resource, by role and seniority (junior, semi-senior, senior, reviewer, manager)
• You direct day-to-day work through your own tools; we manage HR, payroll, training, IT and security
• Backup cover for leave and attrition built into the fee
• Scale up with 30 days' notice; scale down at the next quarterly review
• Optional on-site induction at your office for senior hires

Pooled hours

Capacity on demand for seasonal peaks or variable workloads.

• Monthly or quarterly block of hours drawn by a trained pool
• Suited to year-end, tax season, BAS and VAT quarters, campaign bursts
• Unused hours roll over for one period
• Timesheets and job-level reporting each month

Per-unit and per-transaction pricing

Pricing linked to output rather than hours.

• Per set of accounts, per return, per payslip, per invoice processed or per ticket resolved
• Complexity bands agreed in advance, so there are no surprises
• Turnaround times written into the SLA
• Best for standardised, high-volume work

Managed service with SLAs

Full process ownership against agreed service levels.

• Full process ownership with agreed KPIs: accuracy, turnaround, CSAT, first-contact resolution, cost per unit
• Service credits if targets are missed
• Monthly service reviews, quarterly business reviews
• Continuous-improvement targets built into the contract

Fixed-scope projects

A defined deliverable at a fixed fee.

• Clean-ups and catch-up bookkeeping, system migrations, AI builds, market research, website builds
• Milestone billing against acceptance criteria
• Post-project hypercare period

Build-operate-transfer

For organisations planning their own capability in India.

• We set up, staff and run your offshore team under our entity
• Agreed transfer point to your own Indian subsidiary or capability centre
• Entity set-up, payroll, premises and compliance support for the transfer
• See global capability centres

Bookkeeping and management accounts

Records maintained to Making Tax Digital standards from the first transaction.

• Daily or weekly bookkeeping in Xero, QuickBooks, Sage or FreeAgent
• Supplier statement and bank reconciliations, aged debtor and creditor reviews
• Monthly management accounts with VAT, PAYE and corporation tax accruals
• Client-money and deposit reconciliations for letting agents
• Domestic reverse-charge VAT coding for construction services
• Digital links maintained for MTD record-keeping

VAT

From registration to return, including the special schemes where errors are most common.

• Registration monitoring against the £90,000 threshold (rolling 12 months and 30-day forward test)
• Quarterly and monthly VAT returns filed through MTD-compatible software
• Flat Rate Scheme, Cash Accounting and Annual Accounting reviews, including limited-cost-trader tests
• Partial exemption calculations and annual adjustments
• Capital Goods Scheme adjustments
• Margin schemes: second-hand goods, Tour Operators' Margin Scheme (TOMS)
• Option to tax on commercial property
• Import VAT, postponed VAT accounting and C79 reconciliations
• OSS and IOSS for distance sales into the EU and Northern Ireland
• Error corrections and voluntary disclosures (VAT652)
• Penalty-points regime and late-payment interest reviews
• VAT on hot and cold food, catering and takeaway

Corporation tax

Computations, returns and iXBRL tagging prepared for your review.

• CT600 with supporting computations and iXBRL-tagged accounts
• Main rate 25%, small profits rate 19% and marginal relief between £50,000 and £250,000, including associated-company tests
• Capital allowances: AIA, full expensing, 50% FYA, structures and buildings allowance, super-deductions brought forward
• Loss relief, group relief and carry-back claims
• Close-company loans to participators (CT600A) and s455 tax
• R&D: merged scheme and ERIS claims, claim notifications and Additional Information Forms (CT600L)
• Quarterly instalment payments for large and very large companies
• Patent Box and creative-industry tax relief schedules

Personal, partnership and property tax

Self Assessment production at scale, from October to January.

• Self Assessment returns with employment, self-employment, property, foreign and capital gains pages
• Partnership returns (SA800) and partner allocations
• Trust and estate returns (SA900)
• Landlord accounts with Section 24 finance-cost restriction
• Non-resident landlord scheme (NRL1, NRLQ)
• 60-day UK property CGT returns on residential disposals
• High-income child benefit charge, pension annual-allowance and tapering calculations
• Making Tax Digital for Income Tax: quarterly updates for sole traders and landlords with qualifying income over £50,000 from April 2026, and over £30,000 from April 2027
• Payments on account and reduction claims (SA303)
• Remittance basis legacy reviews and the foreign income and gains regime from April 2025

Payroll, benefits and employment taxes

Real Time Information submissions and all year-end obligations.

• Weekly, fortnightly, four-weekly and monthly payroll with RTI submissions
• Employer NIC at 15% above the £5,000 secondary threshold; Employment Allowance claims
• Auto-enrolment: assessments, contributions, re-enrolment and declarations of compliance with The Pensions Regulator
• Statutory maternity, paternity, adoption, shared parental, neonatal and sick pay
• Attachment of earnings, student loan and postgraduate loan deductions
• P11D and P11D(b) returns, Class 1A NIC
• Payrolling of benefits in kind, and readiness for mandatory payrolling from April 2027
• PAYE Settlement Agreements and trivial benefits up to £50
• Temporary-workplace travel: 24-month and 40% rule reviews for site-based and travelling staff
• Salary sacrifice for pensions, cycle-to-work and electric cars
• Off-payroll working (IR35) status determination support and fee-payer obligations
• Construction Industry Scheme: subcontractor verification, monthly CIS300 returns, gross-payment status reviews
• Employment intermediaries reports for recruitment agencies
• Legacy Working Tax Credit reconciliations and Universal Credit self-employed income reporting for sole-trader clients

Companies House and statutory

Filing-ready statutory accounts and registers.

• Statutory accounts for micro-entities (FRS 105), small and medium companies (FRS 102 Section 1A and full)
• LLP accounts under the LLP SORP
• Charity accounts under the Charities SORP
• Confirmation statements and PSC register maintenance
• Identity verification readiness for directors and PSCs under the Economic Crime and Corporate Transparency Act
• Dormant company accounts, strike-off and restoration paperwork
• Dividend vouchers, board minutes and share registers

HMRC enquiries, disputes and negotiation support

Analysis, computations and submissions prepared for your appointed agent.

• Enquiry-response packs for compliance checks into Self Assessment, corporation tax, VAT and PAYE
• Reconstruction of incomplete records and business-economics exercises
• Time to Pay arrangement proposals with cash-flow forecasts
• Penalty appeals, reasonable-excuse submissions and suspended-penalty conditions
• Disclosure computations for the Let Property Campaign, Worldwide Disclosure Facility and digital disclosure service
• Preparation for statutory review and First-tier Tribunal hearings
• Nudge-letter and certificate-of-tax-position responses

Correspondence with HMRC is conducted by your appointed agent, or by a UK-qualified practice we introduce. We prepare the analysis, computations and submissions.

Specialist UK areas

• Employee share schemes: EMI valuations support, annual ERS returns
• SEIS and EIS advance assurance and compliance statements
• ATED returns for residential property held in companies
• Stamp duty land tax computations
• Gift Aid claims and Charity Commission annual returns
• Construction and property developer cost-reporting

Bookkeeping, AP/AR and close

Accrual-basis records prepared to the standard auditors and lenders expect.

• Daily transaction coding, bank and credit-card reconciliations
• Accounts payable in BILL, Ramp or Tipalti; vendor W-9 collection
• Accounts receivable, invoicing, collections and cash application
• Month-end close checklists with five-day close targets
• Revenue recognition under ASC 606, including deferred revenue waterfalls
• Lease accounting under ASC 842
• Inventory, COGS and job costing
• Cash-to-accrual conversions and catch-up bookkeeping
• Multi-entity consolidation in NetSuite and Sage Intacct
• Lender covenant packs and borrowing-base certificates

Business income tax

Workpapers and returns prepared for CPA or EA review and signature.

• Form 1120 for C-corporations at the 21% federal rate
• Form 1120-S with shareholder K-1s, basis and AAA tracking
• Form 1065 with partner K-1s, capital accounts and Section 704(b) allocations
• Schedule K-2 and K-3 international reporting
• Book-to-tax reconciliations (M-1, M-3) and tax provision support
• Depreciation: MACRS, Section 179 and bonus depreciation
• Section 199A qualified business income calculations
• Section 174A domestic research expensing and Section 41 R&D credit schedules
• Extensions (Form 7004) and estimated payments
• Form 990 series for tax-exempt organisations

Individual, trust and estate

• Form 1040 with Schedules C, D, E and SE
• Rental property schedules with 27.5-year and 39-year depreciation
• Form 1041 for trusts and estates
• Foreign reporting: FBAR (FinCEN 114), Form 8938, Form 5471
• Multistate resident and non-resident returns
• Like-kind exchange (Section 1031) tracking schedules

State and local tax

Nexus, apportionment and sales tax in the post-Wayfair environment.

• Economic nexus studies across states following South Dakota v. Wayfair
• Sales and use tax registrations, returns and filings in Avalara, TaxJar or state portals
• Marketplace facilitator reconciliations for Amazon, Etsy and Walmart sellers
• Exemption and resale certificate management
• State income and franchise tax: California Forms 100 and 568, Texas franchise tax, New York CT-3 and NYC returns
• Delaware annual franchise tax and annual report
• Apportionment workpapers and composite returns

Payroll and information returns

• Payroll processing in Gusto, ADP, Paychex, Rippling and QuickBooks Payroll
• Quarterly Form 941 and annual Form 940 (FUTA) with state unemployment returns
• W-2 and W-3 preparation; new-hire reporting
• 1099-NEC and 1099-MISC preparation and e-filing
• Benefits and retirement-plan contribution reconciliations (401(k), HSA)
• Tip reporting for restaurants: Form 8027 and FICA tip credit (Form 8846)
• Certified payroll reports (WH-347) for prevailing-wage contracts

Foreign-owned US entities

For UK, Indian, Gulf and Australian founders operating in the US.

• Form 5472 with pro forma 1120 for foreign-owned single-member LLCs
• Form 1042 and 1042-S withholding on payments to foreign persons
• W-8BEN and W-8BEN-E collection and validation
• Transfer-pricing documentation support for intercompany charges
• EIN applications and IRS correspondence packs

IRS notices and representation support

• Response packs for CP2000, CP14, CP504 and penalty notices
• First-time abatement and reasonable-cause requests
• Installment agreement and offer-in-compromise financial schedules (Forms 433-A, 433-B)
• Amended returns (1040-X, 1120-X)

Representation before the IRS is conducted by your CPA, Enrolled Agent or attorney. Under Treasury Regulation §301.7216, we obtain the taxpayer consent required before return information is disclosed to preparers outside the United States.

Bookkeeping and BAS

• Bookkeeping in Xero, MYOB and QuickBooks with GST coding to ATO tax codes
• Monthly and quarterly BAS: GST, PAYG withholding, PAYG instalments, fuel tax credits
• Instalment activity statements
• GST registration monitoring against the $75,000 threshold ($150,000 for non-profits)
• GST on low-value imported goods and digital services for overseas sellers
• Wine equalisation tax and luxury car tax schedules where relevant
• Bank, loan and clearing-account reconciliations
• Monthly management reports and cash-flow forecasts

Income tax and year-end

• Company tax returns: base rate entity 25% and full rate 30% tests
• Trust returns with distribution statements, and resolutions prepared before 30 June
• Section 100A reimbursement-agreement reviews for trust distributions
• Division 7A loan agreements, minimum yearly repayments and benchmark-rate calculations
• Partnership and individual returns, including rental schedules and capital gains
• Depreciation under Division 40 and capital works deductions under Division 43
• Small business CGT concessions and instant asset write-off
• Special-purpose and general-purpose financial statements
• Self-managed super fund accounts and returns prepared for your SMSF auditor
• R&D tax incentive schedules

Payroll and superannuation

• Single Touch Payroll Phase 2 reporting and finalisation by 14 July
• Superannuation guarantee at 12% and SuperStream contributions
• Payday Super readiness: super paid with each pay cycle from 1 July 2026
• Modern award interpretation: penalty rates, overtime and allowances under Hospitality, Retail, Clerks and other awards
• State payroll tax returns and grouping assessments, including medical-centre contractor arrangements
• Workers' compensation wage declarations
• Long-service leave and annual-leave accruals

FBT, TPAR and ASIC

• Fringe benefits tax returns for the year ending 31 March, including car, entertainment and loan benefits
• Taxable payments annual reports for building, cleaning, courier, IT and security businesses
• ASIC annual review, registers and solvency resolutions
• Director ID verification support

Lodgement is made by your registered tax agent or BAS agent, consistent with Tax Practitioners Board requirements.

Bookkeeping and sales tax

• Bookkeeping in QuickBooks, Xero and Sage 50 Canada
• GST/HST returns, input tax credits and the Quick Method
• QST returns for Quebec registrants
• Provincial sales tax in British Columbia, Saskatchewan and Manitoba
• Place-of-supply rules for interprovincial sales
• Small-supplier threshold monitoring ($30,000)
• Digital-economy GST/HST for non-resident platforms and sellers

Corporate and personal tax

• T2 corporate returns with GIFI financial statements and schedules
• Small business deduction on the first $500,000 of active business income and associated-corporation tests
• Capital cost allowance schedules (Schedule 8)
• Shareholder loan, dividend and RDTOH tracking
• Provincial corporate returns, including Quebec CO-17 and Alberta AT1
• SR&ED claims: T661 project descriptions support and expenditure schedules
• T1 personal returns, T3 trust returns and T1135 foreign property reporting
• Notice-to-reader and review-engagement working papers

Payroll and slips

• Source deductions: CPP, CPP2, EI and income tax remittances
• Quebec payroll: QPP, QPIP and RL-1 slips
• T4 and T4A slips and summaries, T5 investment income slips
• T5018 contract payment reporting for construction
• Records of Employment
• Ontario Employer Health Tax and WSIB or provincial WCB filings

Corporate tax

Federal Decree-Law No. 47 of 2022.

• Corporate tax registration and return preparation, due within nine months of period end
• 9% rate above AED 375,000 of taxable income
• Small Business Relief elections for revenue up to AED 3 million
• Qualifying Free Zone Person tests: qualifying and excluded activities, de minimis and substance requirements
• Accounting-to-taxable income adjustments: exempt income, participation exemption, interest limitation, entertainment
• Tax group and loss-transfer analysis
• Transfer-pricing disclosure forms, related-party and connected-person schedules, master and local file support
• Domestic minimum top-up tax impact assessments for in-scope multinational groups

VAT and excise

• VAT registration at the AED 375,000 mandatory and AED 187,500 voluntary thresholds
• VAT201 returns, input-tax apportionment and reverse-charge entries
• Designated-zone and zero-rating reviews
• Tourist refund and export documentation
• Voluntary disclosures and penalty-waiver requests
• E-invoicing readiness for the phased mandate beginning 2026–27
• Excise tax returns for in-scope goods

Bookkeeping, reporting and statutory

• IFRS bookkeeping and monthly management accounts
• Audit-ready financial statements for free-zone renewals and lenders
• Ultimate beneficial owner registers
• WPS payroll processing and end-of-service gratuity accruals
• Record retention to the seven-year statutory requirement

Kingdom of Saudi Arabia

ZATCA compliance.

• VAT returns at 15%, input-tax reviews and real-estate transaction tax interactions
• Zakat computations and declarations for Saudi and GCC-owned shares
• Corporate income tax at 20% on foreign-owned shares, mixed-ownership allocations
• Withholding tax returns on payments to non-residents
• Fatoora e-invoicing: Phase 2 integration-wave readiness and invoice data mapping
• GOSI contributions, Mudad and WPS payroll files
• SOCPA-adopted IFRS financial statements

Qatar

• Corporate income tax returns at 10% for foreign-owned profits via Dhareeba
• Withholding tax on non-resident service payments
• Audited financial statement support

Bahrain

• VAT returns at the 10% standard rate with the National Bureau for Revenue
• Domestic minimum top-up tax assessments for in-scope groups
• Commercial registration renewals support

Oman

• VAT returns at 5% with the Oman Tax Authority
• Corporate income tax at 15% (3% for qualifying small businesses)
• Withholding tax filings

Kuwait

• Corporate income tax for foreign bodies corporate
• Domestic minimum top-up tax assessments for multinational groups
• Zakat and NLST computations for listed Kuwaiti companies

Strategy and planning

• Market, competitor and audience research
• Positioning, messaging and brand architecture
• Go-to-market plans for new markets and launches
• Channel mix and budget allocation models
• Customer journey mapping and funnel design
• Annual and quarterly marketing plans with KPI trees

Search engine optimisation

• Technical SEO audits: crawlability, Core Web Vitals, schema, internationalisation (hreflang)
• Keyword research and content-gap analysis
• On-page optimisation and site architecture
• Local SEO: Google Business Profile, Apple Business Connect, Bing Places, citation management
• Digital PR and editorial link acquisition
• Generative-search visibility: structured content for AI overviews and assistants
• E-commerce and marketplace SEO (Shopify, Amazon)

Paid media

• Google Ads: Search, Performance Max, Shopping, YouTube, Demand Gen
• Microsoft Advertising
• Meta (Facebook, Instagram), LinkedIn, TikTok, X, Pinterest and Snapchat ads
• Amazon Ads and retail media
• Programmatic display and connected TV
• Conversion tracking, offline conversion imports and value-based bidding
• Creative testing frameworks and landing-page experiments
• Regulated-sector ad policies: financial services, healthcare, property

Social media and community

• Organic content calendars and channel management
• Community management and moderation
• Influencer and creator programmes
• Social listening and reputation tracking
• Employee advocacy and founder-led LinkedIn programmes

Content and creative

• Website copy, blogs, guides and whitepapers
• Case studies, sales collateral and pitch decks
• Graphic design, brand assets and templates
• Video editing, short-form reels and motion graphics
• Email newsletters and nurture copy
• Multilingual content (English, Hindi, Arabic on request)

CRM, email and marketing automation

• HubSpot, Salesforce Marketing Cloud, Marketo, Klaviyo, Mailchimp, ActiveCampaign, Zoho
• Lead scoring, lifecycle stages and routing
• Nurture sequences and lifecycle campaigns
• E-commerce flows: abandoned basket, post-purchase, win-back
• WhatsApp Business and SMS campaigns within consent rules
• Data hygiene, deduplication and enrichment

Web, conversion and analytics

• Website design and development on WordPress, Webflow, Shopify and HubSpot CMS
• Landing pages and conversion-rate optimisation
• GA4, Google Tag Manager and server-side tagging
• Consent management aligned to UK and EU GDPR and PECR
• Looker Studio and Power BI marketing dashboards
• Attribution and marketing-mix analysis

Reputation and reviews

• Review generation programmes on Google, Trustpilot and sector platforms
• Review responses and escalation handling
• Online reputation monitoring and crisis protocols

Lead research and data building

• Ideal customer profile and buyer-persona definition
• Account lists built from Companies House, SEC filings, ASIC, chambers of commerce and industry registers
• Contact research and verification using LinkedIn Sales Navigator, Apollo, ZoomInfo, Lusha and Cognism
• Email and phone verification before any outreach
• Trigger-based lists: funding rounds, new hires, expansions, tenders
• Tender and RFP monitoring for public-sector and enterprise buyers
• CRM data cleansing, enrichment and deduplication

Outbound lead generation

• Multi-touch sequences across email, phone and LinkedIn
• Personalised copywriting by segment
• Domain set-up, warm-up and deliverability monitoring
• Cold calling and appointment setting by native-standard English callers in your time zone
• Qualification frameworks: BANT, MEDDICC, or your own
• Meetings booked directly into your calendar with briefing notes

Inbound lead management

• Speed-to-lead response on web forms, chat and calls
• Lead qualification and routing to the right salesperson
• Nurture of not-yet-ready leads
• Event and webinar follow-up

Inside sales and account management

• Dedicated SDRs and BDRs under your brand
• Inside sales for transactional and renewal business
• Upsell, cross-sell and win-back campaigns
• Quote, proposal and order preparation
• Channel and partner recruitment

Sales operations

• CRM administration in Salesforce, HubSpot, Pipedrive and Zoho
• Pipeline reporting, forecast preparation and dashboards
• Sales playbooks, call scripts and objection libraries
• Call recording review and coaching notes
• Commission calculations

Omnichannel customer service

• Inbound and outbound voice
• Email and web-form ticket handling
• Live chat and in-app messaging
• WhatsApp Business, SMS and social-media DMs
• 24×7, extended-hours or overflow coverage
• Multilingual support in English, Hindi and Arabic on request
• Complaint handling to sector rules, including FCA DISP timelines for regulated clients
• Customer retention and cancellation-save teams

Technical and product support

• L1 triage and troubleshooting, L2 investigation, escalation to your L3 engineering
• SaaS onboarding and customer success
• IT helpdesk and service desk on ITIL-aligned processes
• Knowledge-base authoring and maintenance

Data entry and data management

• Online and offline data entry with double-key verification
• Invoice, receipt and purchase-order data capture
• Form processing: applications, surveys, warranty cards
• Product catalogue creation and updates for Shopify, Amazon and marketplaces
• CRM and ERP data entry, migration and cleansing
• OCR verification and exception handling
• Data conversion: PDF, scanned and handwritten records to structured data
• Master-data management for customers, vendors and products

Document and transaction processing

• Order processing, fulfilment coordination and returns (RMA)
• Insurance claims intake, first notification of loss and claims administration
• Mortgage and loan processing support, KYC and AML document checks
• Tenant onboarding, referencing coordination and tenancy administration
• Medical billing and coding support, eligibility verification and prior authorisations
• Transcription and minute-taking
• Content moderation and trust-and-safety review

Finance and accounting operations

For clients outside India.

• Procure-to-pay: invoice processing, three-way match, vendor queries
• Order-to-cash: billing, credit control, collections calls, cash application
• Record-to-report support
• Expense audits and travel reconciliation

Quality and workforce management

• Call and ticket quality scoring against your rubric
• CSAT, NPS and customer-effort surveys
• Forecasting, scheduling and real-time adherence
• Root-cause analysis and voice-of-customer reporting

Executive and administrative

• Inbox and calendar management
• Travel planning, visas paperwork coordination and itineraries
• Meeting preparation, minutes and action tracking
• Document formatting, presentations and reports
• Personal and family-office administration
• Supplier and vendor coordination

Real estate and property

• Listings on Rightmove, Zoopla, OnTheMarket, SpareRoom, Zillow, realestate.com.au, Bayut and Property Finder
• Viewing scheduling and applicant follow-up
• Tenant referencing coordination, right-to-rent check scheduling and tenancy paperwork
• Compliance-certificate tracking: gas safety, EICR, EPC, HMO licences
• Maintenance logging and contractor coordination in Fixflo and Arthur
• Rent-arrears chasing and landlord statements

Healthcare and dental (non-clinical)

• Appointment booking and recalls
• Insurance verification and patient intake
• Referral letters and correspondence
• Practice management system updates

Legal and professional services

• Matter opening, conflict-check preparation and file management
• Document review support, bundling and indexing
• Time-entry capture and billing preparation
• Client onboarding and KYC document collection

E-commerce

• Product uploads, pricing and inventory updates
• Order processing, returns and customer queries
• Marketplace account health monitoring
• Supplier purchase orders and shipment tracking

Finance, marketing and recruitment

• Bookkeeping assistants (not available for Indian businesses)
• Invoicing and payment follow-up
• Social-media scheduling and content preparation
• Lead research and CRM updates
• CV screening, interview scheduling and candidate communication
• Research assistants for market, competitor and supplier research

What we build

• Customer-service agents for web chat, WhatsApp and email that resolve, not just deflect
• Voice agents for bookings, enquiries and first-line triage
• Document intelligence: invoices, contracts, tenancy agreements, medical forms, KYC packs
• Internal knowledge assistants grounded in your policies and SOPs
• Sales assistants: lead qualification, proposal drafting, CRM updates
• Finance automation: transaction coding, reconciliation suggestions, anomaly detection
• Recruitment screening and interview-scheduling assistants
• Forecasting and demand models for retail, restaurants and logistics
• Complaint and sentiment classification
• Workflow agents that act across your systems with approval steps

Support after go-live

Structured support keeps AI systems accurate, secure and cost-efficient after deployment.

• L1: user queries, access, usage guidance, logging issues
• L2: conversation review, prompt and configuration fixes, knowledge-base updates
• L3: model, integration and data-pipeline engineering, retraining
• Human-in-the-loop review queues for low-confidence outputs
• Quality sampling and accuracy scoring every week
• Drift, hallucination and cost monitoring
• Version control and change approval for prompts, models and tools
• After-sales support for products you sell that include AI features
• SLA-backed response and resolution times

Governance and responsible AI

• Data-protection impact assessments under UK and EU GDPR and other applicable laws
• EU AI Act risk classification for clients selling into the EU
• Controls aligned to ISO/IEC 42001 and the NIST AI Risk Management Framework
• Clear disclosure that customers are interacting with AI
• Data residency options and no training on your data without consent
• Audit logs of every automated action

Technology

• Foundation models from Anthropic, OpenAI, Google and open-weight models
• Azure AI, AWS Bedrock, Google Vertex AI
• Vector databases and retrieval pipelines
• Integration with Salesforce, HubSpot, Zendesk, Xero, QuickBooks, Microsoft 365 and Google Workspace

What we run

• Workforce planning and hiring forecasts
• Job descriptions, benchmarking and inclusive job advertising
• Multi-channel sourcing: LinkedIn Recruiter, job boards, talent pools and referrals
• CV screening and structured phone screens
• Assessment coordination and scorecards
• Interview scheduling and candidate communication
• Offer management and pre-boarding
• Background-screening coordination with licensed providers
• ATS administration and reporting
• Employer branding and careers content
• Talent mapping and passive-candidate pipelines
• High-volume hiring for contact centres, retail, hospitality and logistics

Market-specific compliance

• UK: right-to-work check coordination, Equality Act 2010, Agency Workers Regulations, Conduct Regulations
• USA: Form I-9 and E-Verify coordination, EEO and OFCCP recordkeeping, ban-the-box and pay-transparency laws
• Australia: Fair Work Act, modern-award classification, Working with Children checks coordination
• Canada: provincial employment standards and pay-transparency rules
• UAE and GCC: MOHRE and Qiwa processes, Emiratisation and Saudisation targets
• India: Shops and Establishments, contract-labour and DPDP consent for candidate data

Platforms

• Workday Recruiting, SuccessFactors, Greenhouse, Lever, iCIMS, SmartRecruiters
• Bullhorn, Vincere, JobAdder, Mercury for agencies
• LinkedIn Recruiter, Indeed, Reed, Seek, Naukri, Bayt
• HireVue, Calendly and Goodtime for assessment and scheduling

Research services

• Market sizing, segmentation and industry reports
• Competitor intelligence and benchmarking
• Company profiles and supplier research
• Financial research: spreading, comparable-company and transaction screens
• Investment research support for funds and advisers
• Primary research: surveys, expert interviews, mystery shopping
• Secondary and desk research with source-referenced outputs
• Policy and regulatory tracking
• Patent and literature searches
• Real-estate research: comparables, rental yields, planning applications

Analytics and knowledge services

• Business intelligence and dashboard development
• Data analysis, modelling and forecasting
• Legal process support: contract abstraction, due-diligence review, document review
• Healthcare analytics and revenue-cycle analysis
• Procurement and spend analytics
• Presentation and report production for consulting firms

Strategy and business case

Decide what to build before deciding where.

• Function and process selection for the centre
• Cost-benefit modelling against outsourcing and onshore options
• Site selection in Indore, Madhya Pradesh: office options, talent catchment and cost benchmarking
• Talent availability, salary benchmarking and attrition analysis
• Operating-model and governance design
• Board-ready investment paper and roadmap

Entity and regulatory set-up

Coordinated with licensed Indian professionals.

• Wholly owned subsidiary, branch or LLP options under the Companies Act, 2013
• Foreign direct investment under the automatic route and FEMA reporting coordination
• GST, PAN, TAN, Shops and Establishments and Professional Tax registrations
• STPI or SEZ unit registration where beneficial
• Transfer-pricing policy for the centre's cost-plus charges, including safe-harbour assessment
• Banking, payroll and statutory-compliance providers appointed

Indian accounting, audit and tax compliance for the new entity are delivered by independent licensed firms. Convolexa coordinates the programme.

Premises and technology

• Office search, lease negotiation and managed-workspace options
• Fit-out to client brand and security standards
• Network, endpoint, virtual-desktop and data-loss-prevention set-up
• Access-controlled production floors and visitor management
• Business-continuity and disaster-recovery planning
• Alignment to ISO/IEC 27001 and client audit requirements

Talent and leadership

Powered by our recruitment process outsourcing team.

• Centre head and leadership hiring
• Volume hiring for finance, technology, analytics and operations teams
• Employer branding and campus programmes
• Compensation, benefits and career-framework design
• Onboarding, training academies and culture integration with headquarters
• Policies aligned to India's labour codes, PF, ESI and gratuity rules

Operations and scale-up

• Process transition from headquarters with shadow and reverse-shadow phases
• Service catalogue, SLAs and chargeback model
• Quality, risk and internal-control frameworks
• Centres of excellence for finance, analytics, technology and AI
• Automation and AI adoption roadmap
• Monthly governance and quarterly steering committees

Transfer and beyond

• Transfer readiness assessment and timetable
• Employee transfer with continuity of service and benefits
• Assignment of leases, licences and supplier contracts
• Knowledge-management and documentation handover
• Optional post-transfer advisory and managed services