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Franchise Fiduciaire

Industrial method

Technology alone is not enough. We also transfer the method.

A system without a method produces the same disorder, only faster. The network therefore transfers a complete organisation of fiduciary work: documented, measured and repeatable.

Value chain

From prospect to renewal.

  1. Prospect
  2. Contract
  3. Configuration
  4. Data
  5. Production
  6. Review
  7. Tax
  8. Advisory
  9. Renewal

What the method covers

Twelve documented areas.

  • Mandate segmentation

    Classify before producing: complexity dictates treatment.

  • Onboarding

    A standardised mandate intake, with no grey areas.

  • Collection

    Who provides what, when, and in what form.

  • Preparation

    Getting documents in order before any processing.

  • Configuration

    The groundwork that makes production fast afterwards.

  • Production

    Executing the rules, handling the exceptions.

  • Reviews

    Systematic checks, independent of production.

  • Validation

    Professional sign-off, traced and dated.

  • Delivery

    Structured handover to the client.

  • Follow-up

    Deadlines, obligations, reminders.

  • Advisory

    Using the data produced for steering.

  • Renewal

    Renewal, adjustment of scope and pricing.

Production principles

Eight non-negotiable rules.

  • Single source of data
  • Explicit rules
  • Deterministic automation
  • Exception handling
  • Professional validation
  • Traceability
  • Time measurement
  • Continuous improvement

Detailed mandate cycle

Fifteen steps, in this order.

  • Qualification
  • Contract
  • Onboarding
  • Collection
  • Configuration
  • Integration
  • Production
  • Review
  • VAT
  • Payroll
  • Year-end closing
  • Tax
  • Handover
  • Steering
  • Renewal

You don’t need to already own a firm. You need the potential to run one.

Let’s look at whether our infrastructure can turn your project into a real accounting and trust business.