Hand over your back office, and see who does what

Halden Rowe Partners (sample) runs finance operations, payroll and compliance for companies of 50 to 500 people. Every contract starts with a matrix like this one: what we do, what you sign off, and where the handover sits.

Request a proposal

See the services

Month-end close, 140-person distributor

Sample matrix

Activity

Your companyHalden Rowe

Your leadYour teamOur leadOur team

Bank reconciliations

Every working day

I (your lead is told after)I (your team is told after)A (the Halden Rowe lead signs it off)R (the Halden Rowe team does the work)

Supplier invoices coded and posted

Within three working days

I (your lead is told after)C (your team is asked first)A (the Halden Rowe lead signs it off)R (the Halden Rowe team does the work)

Purchases over $5,000 approved

Stays with you

A (your lead signs it off)R (your team does the work)I (the Halden Rowe lead is told after)C (the Halden Rowe team is asked first)

Payroll journal

Each pay run

I (your lead is told after)C (your team is asked first)A (the Halden Rowe lead signs it off)R (the Halden Rowe team does the work)

Cash forecast and funding decisions

Weekly

A (your lead signs it off)I (your team is told after)C (the Halden Rowe lead is asked first)R (the Halden Rowe team does the work)

Management accounts pack

By working day 8

C (your lead is asked first)I (your team is told after)A (the Halden Rowe lead signs it off)R (the Halden Rowe team does the work)

Sign-off of the month

Your finance lead

A (your lead signs it off)C (your team is asked first)R (the Halden Rowe lead does the work)I (the Halden Rowe team is told after)

R does the work A signs it off C is asked first I is told after

Services, and who does the work in each

Each row shows the usual split for the service as a whole. Your own matrix is agreed line by line in the proposal.

Service and what it covers

Your companyHalden Rowe

Your leadYour teamOur leadOur team

Fee

Finance operations

Payables, receivables, bank reconciliations, the month-end close and management accounts by working day 8.

A (your lead signs it off)C (your team is asked first)R (the Halden Rowe lead does the work)R (the Halden Rowe team does the work)

From $4,800 a month

HR and payroll

Payroll for every pay run, starters and leavers, contracts, absence records and the HR inbox.

C (your lead is asked first)I (your team is told after)A (the Halden Rowe lead signs it off)R (the Halden Rowe team does the work)

From $16 per employee a month

Compliance and risk

Policies, registers, the compliance calendar and the paperwork your auditors and insurers ask for.

A (your lead signs it off)I (your team is told after)R (the Halden Rowe lead does the work)C (the Halden Rowe team is asked first)

From $2,900 a month

Procurement support

Supplier onboarding, purchase orders, three quotes where your policy asks for them, and a contract register.

A (your lead signs it off)C (your team is asked first)I (the Halden Rowe lead is told after)R (the Halden Rowe team does the work)

From $2,200 a month

Board and management reporting

The monthly board pack: figures, a short commentary and the questions the board is likely to ask.

A (your lead signs it off)I (your team is told after)R (the Halden Rowe lead does the work)C (the Halden Rowe team is asked first)

From $1,800 a month

Interim specialists

A financial controller, HR manager or payroll lead who works inside your team for three to nine months.

A (your lead signs it off)R (your team does the work)C (the Halden Rowe lead is asked first)I (the Halden Rowe team is told after)

From $720 a day

R does the work A signs it off C is asked first I is told after

Example prices, before tax. Fixed monthly fees, reviewed once a year.

All services

What stays with you, and what we take on

The line in the middle is the handover. Decisions stay on your side; the routine work moves to ours.

Stays with you

Approving spend above your limits
Hiring, pay rises and dismissals
Signing the accounts and tax returns
Choosing banks, lenders and suppliers
Anything your board has to decide

We take on

Posting, reconciling and closing the month
Running payroll and keeping HR records
Keeping policies, registers and deadlines current
Preparing the board pack and its commentary
Answering your staff's day-to-day questions

How an engagement runs

Five steps, in this order. Nothing moves to us until both teams have closed a month together.

Scoping call

45 minutes, free

We ask what you want to hand over, which systems you use and what has to stay with you.

Proposal

Within 10 working days

A written scope, the responsibility matrix, the service levels and a fixed monthly fee.

Transition

90 days

We map your process, write it down and close two months alongside your team.

Run

Every month

We do the agreed work and send a service report against every target.

Review

Once a year

Scope, matrix and fee are checked against what the work really took.

Service levels you can check

Every contract lists its targets and where you see them. If we miss one, the monthly report says so and says why.

Colleagues reviewing printed charts and tablets together at a meeting table

Activity

Target

Where you see it

Supplier invoices posted

Within 3 working days of receipt

Weekly payables list

Management accounts pack

By working day 8

Monthly service report

Payroll paid

On the agreed date, every run

Payroll sign-off sheet

Questions from your staff

Answered within 1 working day

Ticket log, monthly

Compliance deadlines

Flagged 20 working days ahead

Compliance calendar

Example targets (sample). Your own are agreed in the proposal.

Industries we know from the inside

Most of our clients make, move or build something. Each industry has its own month-end, and we have closed it before.

Workers operating machinery on a large factory floor

Manufacturing

Stock valuation, work in progress and supplier terms that run to ninety days.

Manufacturing in detail

Usual first services

Finance operations
Procurement support
Board reporting

Warehouse staff moving pallets between rows of shelving, seen from above

Distribution and logistics

High invoice volumes, fuel and freight costs, and shift payroll across several sites.

Distribution and logistics in detail

Usual first services

Finance operations
HR and payroll
Compliance and risk

A software developer working at two monitors in a bright office

Technology firms

Subscriptions, deferred revenue, share options and teams that hire in several countries.

Technology firms in detail

Usual first services

Finance operations
HR and payroll
Interim specialists

How we charge

Monthly service

Fixed fee for the agreed scope, reviewed once a year

from $1,800 a month

Transition

The 90 days of mapping and parallel running

one month’s fee

Projects

Year-end support, a system change or an audit

fixed quote

Interim specialists

Placed with your team for three to nine months

from $720 a day

Example prices, before tax.

In every contract

The responsibility matrix, line by line
Service levels and how each one is reported
A named lead partner and a deputy
Your data stays in your systems, under your accounts
Ninety days' notice on either side (sample terms)

Request a proposal

What we need to write a proposal

A scoping call of 45 minutes with the person who owns the work today. After it we send a written proposal within ten working days, and nothing is signed until you have read the matrix.

Your last month's management accounts
A list of the systems you use
Head count and how often you run payroll
Any dates that matter, such as a year end or an audit

Request a proposal

Call (555) 024-8100

A person signing a document at a wooden table

Briefings

All briefings

The responsibility matrix: what to check before you sign

Details

October 11, 2026

Read the matrix before the price. It tells you what is still yours after the handover (sample).
Closing the month by working day 8

Details

October 6, 2026

A management pack on day 8 is mostly about what happens before the month ends (sample).
Service levels worth putting in a contract

Details

October 1, 2026

Good service levels are few, measurable and reported without anyone asking (sample).