How We Work
A Structured Approach to Captive Finance Outsourcing
A five-stage service model — from understanding your captive portfolio through to continuous improvement as your requirements evolve. Designed to minimise transition risk and ensure quality from day one.
Understand
We assess your captive portfolio, structures, domiciles, systems, reporting requirements 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 — 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 — working within your existing systems, processes, templates and control framework. The service scales 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 — fully integrated with your processes, systems and reporting timetable.
Shared-Service Support
Shared accounting resource across a portfolio of captives, structured to deliver consistent quality at scale — suited to 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.
Selected Process Support
Outsourcing of specific accounting processes while you retain others in-house — clearly defined scope, responsibilities and handoff points.
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, without a visible outsourcing arrangement.