Defined-scope project
A defined piece of work — a new application, a migration, an integration or a books clean-up — with agreed scope and deliverables.
Discuss a projectHow we work
From First Conversation to Ongoing Improvement.
Five stages, scaled to the size of the work. Whether it is a new application, a product rollout or monthly bookkeeping, you receive clear deliverables at every step.
The five stages
What happens — and what you receive.
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01
Discover
We talk with the people who do the work, review your current systems, workflows and records, and agree what success looks like.
Your involvement
Short interviews and access to relevant systems or sample records.
You receive
A summary of findings, priorities and recommended next steps.
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02
Define
We turn findings into a scope: the solution or process design, responsibilities on both sides, assumptions, timeline and cost.
Your involvement
Review the proposal and confirm priorities.
You receive
A written scope, timeline and cost estimate.
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03
Build & Configure
We develop software, configure products and cloud environments, or set up accounting and payroll workflows — sharing progress at regular check-ins.
Your involvement
Feedback on working increments and timely answers to questions.
You receive
Working increments to review and regular progress updates.
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04
Validate & Launch
Testing, data migration and reconciliation checks, your acceptance review, user training and a planned go-live.
Your involvement
User acceptance testing and go-live sign-off.
You receive
A tested release, trained users and handover documentation.
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05
Support & Improve
Optional ongoing maintenance, monitoring, monthly finance services or a roadmap of further improvements — agreed to your needs.
Your involvement
Agree the support scope that suits your business.
You receive
A support arrangement with clear responsibilities.
Ways to engage
Choose the way we work together.
The same process applies to each — the depth of each stage changes with the work.
Product implementation
A MacroEdge software product configured to your workflows, with data migration, training and e-invoicing integration where needed.
Request a demoOngoing services
Recurring work such as monthly bookkeeping, payroll runs, application maintenance or infrastructure support.
Discuss ongoing supportQuestions
Common questions.
Can we engage you for just one service?
Yes. Each service can be engaged on its own. We'll point out connections with other areas where they would help, but you decide the scope.
Do we need a detailed specification before contacting you?
No. A clear description of the problem is enough to start. Discovery exists to turn that into a scope you can review.
Can your software products be changed to fit our process?
Products are configured during implementation. Where you need something the product doesn't cover, our custom software team can scope an extension.
Who owns the software you build for us?
Ownership and licensing are agreed in writing as part of the scope for each engagement, so they are clear before work begins.
Do you provide banking, investment or payment services?
No. Our financial practice provides accounting, bookkeeping, payroll and U.S. tax preparation support. We are not a bank and do not offer investment advice, lending or payment processing.
Start a conversation
Tell Us What You Want to Build or Improve.
Share the problem in your own words. We'll reply by email and suggest a practical next step — whether that's a product demo, a scoped project or a short discovery call.