Structured, full-spectrum operational services for Jamaican businesses — delivered with the discipline of a much larger firm.
Bookkeeping, payroll, reporting, tax and compliance — run on a proper monthly cycle.
Documents, records, HR admin and the back-office work that quietly keeps a business running.
Stock counts, inventory control, SOPs and the reporting that shows where margin leaks.
Business strategy, process review, organisational structuring and business systems.
We reply to every enquiry. Nothing here is shared with anyone else.
Anything outstanding is listed here. Upload or approve and it clears.
Everything we have issued you, available any time.
| Document | Type | Date |
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Issued, paid and outstanding.
| Invoice | For | Issued | Due | Amount | Status |
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| Business | Stage | Contact | Likely value | Expected | Days at stage |
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| Client | Status | Engagements | Open | Overdue | Next due | Recurring | Engaged value |
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Click a client to open their workspace.
Add a client here, then press Open on their row to reach their workspace — engagements, deliverables, recurring work and their file library.
| Client | Unit | Service line | Status | Onboarding | Retainer | Contact |
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Deliverables by client. Deadlines and delivery standards sit under Pillar 3.
| Item | Client | Owner | Due | Status |
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Built from the service catalogue. Price = baseline time × work class rate, exactly as the pricing workbook computes it.
| Quote | Client | Title | Status | Fee | Margin | Valid to |
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Client and team onboarding run from templates. Starting one copies the checklist with dated steps.
Pick a client for client onboarding, or a team member for team onboarding — whichever the template is for. Both dropdowns stay empty until you have added a client or invited a team member.
Reference, not a menu. Work classes define the value and risk of the work; service prices derive from them, so changing one class rate reprices every service in it. Quotes read from here — you do not need to come to this page to build one.
| Class | Nature | Governance | Cost/hr | Rate/hr | Margin |
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| Code | Service | Group | U/M | Hrs | Class | Price | Cost |
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| Job class | Value level | Scope | Hourly | Monthly | Annual |
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Work type multipliers: full-time office 100%, full-time remote 80%, part-time office 80%, part-time remote 50%.
The BOU framework — four pillars, their owners, and live KPI tracking.
The BOU framework. Accurate management, tight control, alignment to growth.
Execution, accuracy, operational discipline. Prepares invoices, payment and expense records; maintains AR/AP schedules; escalates discrepancies promptly.
Oversight, control, risk management. Approves routine operational payments within authority limits; enforces maker-checker; escalates strategic risk.
Strategy, governance, financial stewardship. Sets policies and approval thresholds; approves strategic spend; decides liquidity and capital allocation.
Who is active, their role, unit and job class. Access management sits under Pillar 1.
| Name | Title | Access level | Unit | Job class | Work type | Active |
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The firm's own records — who Accere is on paper, and the documents that prove it.
Incorporation certificate, TCC, insurance, licences — anything with a renewal date is worth putting here.
| Document | Category | Expires | Size | Added |
|---|
Four areas. Client acquisition carries the pipeline — every prospect, what stage they are at, and everything said to them along the way.
| Business | Contact | Stage | Type | Value | Expected | Days here | Log |
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| Date | Type | Activity | Who | Next action | Status |
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The SERVQUAL framework, all five dimensions. It measures the gap between what a client expected and what they perceived — which is what decides whether they stay, not whether the work was done.
A negative gap means we fell short of expectation. That is the number to watch, not the raw score.
| Client | Period | Dimension | Expected | Perceived | Gap |
|---|
What Accere is for. Written down so every decision on services, pricing and marketing can be checked against it.
How the three units fit together and how work moves through them.
Access levels decide what each role can see and do. Changes apply the next time that person loads the app — and are enforced by the database, not just the screen.
Levels you create can be renamed or deleted at any time. Built-in levels can be renamed and re-permissioned but not deleted, and a level in use cannot be removed until its people are moved.
Give one person something their role does not normally have, or take it away. Blank means "follow the role".
iPhone: open this page in Safari, tap Share, then "Add to Home Screen".
Android: open in Chrome, tap the ⋮ menu, then "Install app" or "Add to Home screen".
It then opens full-screen with the Accere icon, like any other app. Sign-in is remembered per device.
| Service | U/M | Qty | Unit price | Amount |
|---|
Most engagements should come from an approved quote — open the quote and press Convert to engagement. Use this only for work that was never quoted.
| Item | Project | Owner | Due | Status |
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Each rule creates its deliverable automatically, one per period, ahead of the due date. Nothing is ever created twice.
| Deliverable | Frequency | Due day | Owner | Next | Active |
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This appears in their portal straight away, and clears itself when they answer.
| Request | Type | Due | Status |
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Creates the deposit, milestone and completion invoices as drafts.
| Invoice | For | Issued | Due | Amount | Status |
|---|
A client sees every invoice except drafts. Mark one sent when you issue it and paid when it clears.
Built from what actually happened — completed, in progress, and what you are waiting on. This is the note that keeps a client feeling attended to while you are buried.
Opens their portal exactly as it appears to them. Nothing you do in there is saved.
| File | Category | Size | Added | Client sees it |
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