Engagement models
Work with us the way that suits your firm.
Transparent models with clear scope, defined turnaround and named points of contact.
Dedicated accountant
A full-time professional who works only on your clients, in your systems and hours.
- Monthly fixed fee
- You interview and approve
- Named reviewer as backup
Fractional hours
A monthly block of hours for flexible or overflow work.
- Pay for what you use
- Roll-over options by agreement
Tax-season team
Preparers and reviewers who ramp up for your busiest months.
- Planned capacity
- Scale down after deadlines
Fixed-fee project
Clean-up, catch-up or migration work quoted after review.
- Clear milestones
- No surprises
White-label back office
We work behind your brand with your templates and checklists.
- No client contact unless you choose
- Your quality standards
Pilot
A short, defined test engagement to evaluate quality and security.
- Low commitment
- Review meeting at the end
Every engagement includes
NDA & contract
Signed before work starts.
SOP & checklists
Agreed workflows and review steps.
Named contacts
A manager and a reviewer for your account.
Secure access
MFA, restricted folders or your own systems.
Start with a free consultation, or a no-risk pilot.
Tell us what you need. We reply within one working day, and sign an NDA before you share anything sensitive.