Finance operations coordination
Keep invoices, expenses, supplier approvals and accountant handovers moving with a clear tracker and agreed owners. We coordinate the workflow; we do not provide accounting, payroll or tax advice, submit returns, or hold payment authority.
We can log incoming supplier invoices, prepare sales-invoice information from approved records, chase missing approvals and organise evidence for the accountant or bookkeeper. Your appointed finance professional remains responsible for bookkeeping and advice. The client keeps final approval, bank access and every payment instruction.
We agree where requests arrive, who checks them, what evidence is needed and when overdue items are followed up. The working output may be a finance-mailbox log, supplier invoice approval tracker, expenses chase list, PO matching list, payment-run preparation pack or accountant handover pack. The client decides what is approved and paid.
At the outset, we agree the systems we may view, the contacts we may follow up with and the files that must stay with the client or its advisers. A named client reviewer checks exceptions and approvals. Regular handovers give the accountant or bookkeeper the records they need without asking Attenta to act as either.
Good fit
Boundaries
FAQ
No. We coordinate records, approvals and handovers; your accountant or bookkeeper performs the bookkeeping and gives financial or tax advice.
We can send agreed reminders and keep a follow-up log. We do not give credit advice, negotiate disputes or make legal demands; those choices remain with the client and its advisers.
No. The recommended boundary is preparation and coordination only, with final approval and bank authority retained by the client.