From first call to ongoing engagement — and what we do to earn access to your client data
Nothing here requires a long-term commitment. The pilot exists so that you are judging real output on a real file rather than taking a sales pitch on trust.
A 30-minute video call to understand your firm, your client mix, where the bottleneck actually is, and whether we are a sensible fit. If we are not, we will say so on the call.
Your NDA and, where required, a subcontractor or data-processing agreement are signed before we are given access to anything. If your firm has its own confidentiality and security requirements, we work to those rather than asking you to accept ours.
You pick a single file — ideally a real one with real mess. We complete it as a paid pilot, at an agreed fixed fee, and you review the output against the standard you would apply to your own staff.
We walk through your review notes together and adjust to your firm’s conventions: chart of accounts treatment, working paper format, materiality thresholds, how you want questions raised.
Once the output is landing at the standard you want, we agree a recurring arrangement — per client file monthly, hourly for project work, or a dedicated part-time or full-time resource assigned to your firm.
You carry the professional obligation for client confidentiality, so the controls should be yours rather than ours. Our job is to fit inside them.
We work through named user accounts inside your systems, provisioned and revocable by you. We do not ask for shared credentials, and we do not need administrator rights.
Client records stay in your cloud environment. We do not keep copies of client files on local machines beyond the active engagement, and we return or delete anything transferred on request.
NDA as standard, plus subcontractor and data-processing agreements where your jurisdiction or your own client agreements require them. We are comfortable being named as a subprocessor in your client disclosures.
We do not ask partner firms to adopt new software to work with us. If your team already runs it, we will learn it.
QuickBooks Online, Xero
Hubdoc, Dext, or your existing intake workflow
Karbon, Asana, Trello, or whatever your team already runs
Email, Slack, Microsoft Teams, Zoom, Google Meet
Your SharePoint, Google Drive, Dropbox or secure portal
Excel and Google Sheets, to your firm’s working paper templates
Rates depend on volume, complexity and how much review your firm wants to retain, so we quote after seeing a representative file rather than publishing a price list that would not survive contact with your actual work.
A fixed monthly fee per client file, based on transaction volume and complexity. Predictable for you, and it scales cleanly as you add clients.
For clean-ups, catch-up work and migrations, where the shape of the job is not known until we are inside the file. Quoted as a range up front, billed against agreed hours.
A named accountant assigned to your firm part-time or full-time, working your hours and your systems as an extension of your team.
Thirty minutes, your questions first, and an honest answer on whether we are the right partner for your firm.
Book an Introductory Call