How We Work
A working relationship you can inspect before you commit
How We Work
Five steps to steady state
- 01
Discovery Call
We learn your workflow, your standards and whether this is a fit.
- 02
Scope & Engagement Letter
Services, volumes, turnaround and terms agreed upon before data moves.
- 03
Secure Access Setup
Access provisioned under your controls. Least privilege, always.
- 04
Ongoing Communication
Regular check-ins, status updates and a clear escalation path from day one.
- 05
Steady-State Delivery
Set cadence, named contact, tracked turnaround, self-review built in.
Engagement Models
Three ways to work with us
Dedicated Resource
A named professional working only on your engagements, full-time or part-time, aligned to your business hours.
Best for Firms with continuous, predictable volume
Seasonal Capacity
A team that ramps for busy season and stands down afterwards, so you are not carrying preparation payroll in July.
Best for Firms whose workload is sharply seasonal
Project Engagement
A defined scope (a back year backlog, a batch of returns, a bookkeeping clean-up) priced as a project.
Best for One-off or clearly bounded work
What You Can Expect
Six things we commit to in writing
Named point of contact
A specific person who knows your engagements. Not a shared inbox and not a ticket queue.
Self-review before delivery
Work is checked against your standards before it reaches your reviewer, with the supporting documentation attached.
Agreed turnaround
Turnaround expectations are set in the scope document, per work type, before anything starts.
Defined escalation path
You know who to call when something is urgent, and what response time to expect.
Your systems, your conventions
Your software, your folder structure, your file naming, your workpaper templates.
No client contact without approval
We do not approach your clients. If you want us client-facing, that is your call and it is written into scope.