How We Work
A Structured Approach to Captive Finance Outsourcing
We follow a five-stage service model — from understanding your captive portfolio and structures through to continuous improvement as your requirements evolve. Our process is designed to minimise transition risk and ensure quality from day one.
Understand
We assess your captive portfolio, structures, domiciles, systems, reporting requirements, processes and delivery challenges. We ask the right questions before making any recommendations — nothing is assumed.
Design
We define the scope, responsibilities, service levels, review controls, reporting calendar and delivery model. Everything is agreed in writing before any work begins.
Transition
We transfer knowledge, document procedures, validate opening information and complete parallel working where appropriate. We do not go live until both parties are satisfied with the quality of output.
Deliver
We perform agreed accounting, reconciliation, close and reporting activities with documented review and oversight. Delivery is aligned to your reporting calendar, audit timetable and control framework.
Improve
We monitor service quality, identify process improvements and scale resources as your portfolio or requirements change. We treat every client relationship as a long-term partnership, not a transactional arrangement.
Engagement Models
Clients can engage Bigtree through flexible delivery models. We work within your existing systems, processes, templates and control framework. The service can be scaled by entity, cell, portfolio, transaction volume or reporting requirement.
Dedicated Captive Accounting Team
A named team of qualified professionals working exclusively on your captive accounts. Full integration with your processes, systems and reporting timetable. Suitable for ongoing, high-volume engagements.
Shared-Service Support
Shared accounting resource across a portfolio of captives, structured to deliver consistent quality at scale. Suitable for captive managers with multiple entities and standardised processes.
Reporting-Period Capacity
Additional qualified resource during quarter-end, year-end or audit periods. Deployed quickly, with minimal onboarding time. Suitable for firms with established internal teams that need peak-period support.
Selected Process Support
Outsourcing of specific accounting processes while you retain others in-house. Clearly defined scope, responsibilities and handoff points. Suitable for firms that want to outsource selectively.
Project-Based Support
Defined-scope support for formations, transitions, system migrations, backlog remediation or run-off. Fixed scope, clear deliverables and a structured handover.
White-Labelled Delivery
Operating as an extension of your own team — aligned to your brand, processes and client-facing standards. Suitable for captive managers who want to expand capacity without a visible outsourcing arrangement.