How we work
Built to fit the way your firm works
A partner behind your firm has to fit the way your firm already works: your software, your checklists, your review and your calendar.
The path
From first conversation to steady delivery
Every step is written down, so nothing depends on memory or goodwill.
A conversation
We learn what your firm needs, which software you run and how your review works.
A trial piece of work
We complete a small, real piece of work so your reviewers can judge the quality for themselves.
Onboarding
Access, security, checklists and communication are set up and written down before volume arrives.
Steady delivery
Work runs to an agreed calendar with a status tracker your team can check at any time.
Regular review
We review turnaround, review notes and rework with you, and adjust.
Ways to engage
Four ways to work together
Choose the model that matches how the work arrives.
Before you commit
- A written scope and a fixed fee before any work starts
- A trial piece of real work so your reviewers can judge it
- No hours billed beyond the agreement without your approval
- 01
A defined piece of work
Such as a set of returns or a bookkeeping backlog, done by team members booked for the months it runs.
- 02
Dedicated team member
A person who works only for your firm, on your systems and to your processes, for as long as the engagement runs.
- 03
Managed monthly service
Recurring accounting work for a group of your clients, delivered to an agreed calendar.
Quality
Checked before it reaches your reviewer
- Your checklists and standards are the ones we work to
- Every piece of work is checked by a second person on our team before handover
- Open items and judgement calls are written down, never left for your reviewer to find
- Review notes are tracked so the same point is not raised twice
Communication
Always know where work stands
- A named lead for your firm
- Working hours that overlap with your team, planned around your time zone
- A shared status tracker for every item in progress
- Regular reviews of turnaround, rework and what to change
Commitments
What we promise every firm
Your clients stay yours
We never market to, solicit or take on your clients, during an engagement or after it.
Your firm keeps every signature
Returns, financial statements and advice carry your firm's name. We do the work behind them.
Consent before any return information
We do not start work on a return until your firm confirms the taxpayer's section 7216 consent is on file.
Data stays in controlled systems
Work happens in your systems or a secured workspace, never on personal devices or in email.
Start a conversation
Tell us what your firm needs
Start with a conversation and a small trial piece of real work. Your reviewers judge the quality before anything else is agreed.
- hello@example.comSample
- +1 (202) 555-0142Sample
- Monday to Friday, 8:00 to 18:00 US Eastern timeSample