Practice Administration
The administration that pulls your accountants away from accounting.
Scope
What we do
- Send organisers and chase missing documents
- Keep the client portal and folders in order
- Track e-file acceptances, extensions and engagement letters
- Schedule meetings and prepare client packs
What your firm receives
- Weekly status of every client file
- A tidy portal
- Fewer interruptions for your staff
What we need from you
- Portal and practice management access
- Your templates and tone of voice
What your firm keeps
Your firm approves every client facing message template.
How it starts
From first call to first delivery
Access, checklists and security are written down before volume arrives.
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.
Related
More in Firm Operations and Staffing
Global Capability Centre (GCC)
Your firm's own team in India: we recruit, house, equip and run it, and your firm directs the work.
Read MoreDedicated Team Members
Accountants who work only for your firm, in your systems, as part of your team.
Read MoreDocument Indexing and Workpapers
Source documents indexed and workpaper binders assembled before preparation starts.
Read MoreStart 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