Support for business owners and their teams
Compliance, finance and admin support, so your team can focus on top priorities.
OnResource Global Services provides back-office support to business owners and their teams, delivered as a service.
Our approach
Six steps from burden to breathing room
This is how we work with you, from the first set-up to ongoing support and delivery. Pick your step in the picker above, or read them all here.
Streamline compliance and onboarding
Set up efficient processes and documentation that support smooth compliance management and client onboarding.
Organise your information and improve reporting layouts
Help set up report layouts and organise the figures you provide, for you to review and approve.
Give your team interactive compliance course content
Interactive course content with a dashboard and progress reports, on a subscription or a plan customised to your business and your own policies.
Improve workflows and documentation
Streamline and automate key operational processes, with clear documentation for efficiency and transparency.
Ongoing support and delivery
Ongoing support and implementation, delivered by our team to the agreed scope, to help the solutions we deliver work for you.
Support delivered as a service
We deliver the agreed work as a service, using our own team and our own methods. You tell us the result you need; we handle how it gets done.
Our course content
Interactive course content for your team
Course content your people can take on screen, with a dashboard and reports behind it. Choose a subscription or a plan customised to your business.
Interactive courses
On-screen modules for your team, built around your own policies.
A dashboard
One place to manage your team's course progress.
Reports
Reports on course progress.
A plan that fits
A subscription, or a plan customised to your business.
Services
What we support
Twenty support lines in three areas. Each one slots into a step on the route.
Compliance, finance and reporting support
9 support lines
- Help organising your information and documents for a company or trust set-up, to pass to your registered agent, lawyer or trust provider
- Help preparing AML and KYC files and procedures
- Help preparing risk assessments and due diligence files
- Compliance records and file tracking support
CRM, sales and administrative support
7 support lines
- Client onboarding and documentation support
- Admin tasks delivered to an agreed scope
- CRM set-up and optimisation support
- Sales monitoring and proposal support
Courses, documents and tools
4 support lines
- Interactive compliance course content and learning tools
- Internal policies, procedures and controls (IPPC)
- Workflows and SOPs
- Compliance dashboards and tools
Who we support
Support that fits your business
Business owners and their teams
Back-office support delivered as a service. You agree what you need; we deliver it.
SMEs and growing companies
Set-up, documents and tools sized for smaller teams.
Corporate service providers and other regulated firms
Support that works alongside your own compliance function. You keep responsibility for regulated decisions.
Remote support for clients in different countries
Tell us where you are and we will confirm what we can support.
Also from us
Documents, workflows and tools
Built around your own policies and the way your business works.
- Document
Internal policies, procedures and controls (IPPC)
Documents drafted around how your business works.
- Process
Workflows and SOPs
Step-by-step procedures your team can follow day to day.
- Tool
Dashboards and tools
Compliance dashboards that keep your records and tasks organised.