How we work

From first call to ongoing delivery

A structured onboarding process so quality is agreed before volume increases.

Discovery call

A free consultation to understand your clients, volumes, software, deadlines and quality expectations.

Proposal & scope

We recommend an engagement model and define scope, turnaround times and communication points in writing.

Secure onboarding

Confidentiality agreements are signed, secure access is set up and your processes and checklists are documented.

Trial & refinement

We begin with a pilot batch of work, gather your feedback and adjust before scaling up.

Ongoing delivery

Work is delivered on agreed schedules, reviewed internally, and tracked with regular status updates.

Engagement models

Choose the model that fits your workload

Best for · Steady, ongoing work

Dedicated resource

A full-time team member assigned exclusively to your firm, working your hours and your processes.

Works only on your files

Learns your clients and checklists

Fixed monthly cost

Flexibility

Cost predictability

Team continuity

Discuss this model →

Best for · Variable workloads

Hourly engagement

Flexible support billed on actual hours — ideal for peak seasons, catch-up work or projects.

Scale up for tax season

Pay only for hours used

No long-term commitment

Flexibility

Cost predictability

Team continuity

Discuss this model →

Best for · Defined deliverables

Fixed fee

A set price per return, per month or per project, so costs are predictable from the start.

Price agreed upfront

Per return, month or project

Clear scope and deadline

Flexibility

Cost predictability

Team continuity

Discuss this model →

Quality control

Three levels of review on every file

Reviewed by · Preparer

Preparer self-review

The assigned team member checks their own work against your checklist.

Checklist complete

Reviewed by · Senior accountant

Senior review

A senior accountant reviews accuracy, completeness and consistency.

Accuracy verified

Reviewed by · Chartered Accountant

CA sign-off

Final review under Chartered Accountant supervision before delivery.

Signed off for delivery

Ready to extend your team?

Start with a free consultation — no obligation, just a clear plan.

Book a free consultation Send an enquiry