Support shaped around the way you work
Whoever runs the numbers, we give them dependable hands and a clear process.
Accountants & CPA firms
Extra capacity for accounting, bookkeeping, payroll, tax and audit work.
Learn moreFinancial advisers
Paraplanning and admin support so advisers spend more time with clients.
Learn moreMortgage brokers
Processing support that keeps your pipeline moving.
Learn moreCFOs & finance heads
Dependable close, reporting and controls support for in-house teams.
Learn moreBusiness owners
Accurate books, payroll and tax readiness without hiring a full finance team.
Learn moreRising workloads need a smarter delivery model
More compliance, tighter deadlines and fewer hires. A blended people-plus-automation model keeps pace.
Compliance without the chase
Deadlines tracked and every file checked before it leaves us.
Clean data, confident decisions
Consistent coding and reconciliations you can rely on.
Speed with precision
Automation on routine steps, people on the judgement calls.
Scale without burnout
Add capacity for busy season without adding headcount.
Eight ways we take work off your plate
Accounting
Month-end close, management packs and financial statements prepared to your standards.
Learn moreBookkeeping
Accurate day-to-day books, reconciled and ready whenever you need numbers.
Learn morePayroll
Payroll processed accurately and on schedule, with filings tracked.
Learn moreTax
Return preparation and tax-ready workpapers that ease peak-season pressure.
Learn moreAudit Support
Workpapers, testing and documentation that help your audit team move faster.
Learn moreParaplanning
Research, data gathering and plan drafting so advisers can focus on advice.
Learn moreMortgage Support
Back-office processing that shortens turnaround for brokers and lenders.
Learn moreVirtual Admin
Reliable back-office help: inbox, scheduling, data entry and practice admin.
Learn morePeople for judgement, automation for repetition
We automate the routine steps in bookkeeping, reconciliations and reporting, so our team spends its time on review and accuracy.
- Works with your existing software
- Exceptions flagged for human review
- No new tools to buy
From first call to steady delivery
Discovery call
We learn your workflows, software and where the pressure is.
Pilot
A short trial on real work so you can judge quality first.
Dedicated team
Your team is trained on your checklists and tools.
Steady rhythm
Regular check-ins, clear status and one point of contact.
We work in the software you already use
Choose how you want to work with us
Full-time dedicated
One or more team members working only on your files.
- Your processes and tools
- Agreed overlap hours
- Best for steady volume
Part-time
A set number of hours each week.
- Predictable cost
- Shared senior review
- Best for smaller firms
Pay as you go
Help when you need it.
- Seasonal peaks
- One-off clean-ups
- No minimum term
Your data, handled with care
Confidentiality agreements, role-based access and controlled devices protect every file we touch.
- NDAs for every team member
- Least-privilege access you control
- Defined incident response
Common questions
What does Setreona do?
Outsourced accounting, bookkeeping, payroll, tax, audit support, paraplanning, mortgage support and virtual admin.
How do we start?
Book a call. We map your needs and propose a short pilot.
Is there a long contract?
No. Terms are flexible with clear exit provisions.
How is our data protected?
Through access controls, confidentiality agreements and the practices on our Security page.
Let’s talk about your workload.
A free, no-obligation call to see where support would help most.