Scope & onboarding call
Your firm defines the workflow, platforms, approval chain, and service level you need. We map that against our pod structure and recommend the right engagement model — hourly, dedicated, or managed pod.
Dedicated team assignment
We assign chartered accountants and a named team lead matched to your required capacity, software stack, and industry. Every professional is screened for U.S.-workflow experience before assignment.
Secure, white-label execution
Your team completes recurring bookkeeping and accounting work under your firm's brand, SOPs, and approval process — with MFA-protected access, role-based permissions, and a four-eyes review checkpoint before anything is marked complete.
Quality reporting & scaling
You receive weekly visibility into turnaround times, reconciliation completion, and QA findings. Add capacity in defined increments as your firm grows — no rebuilding your hiring pipeline.
The 30-Day Pilot
See the quality before you scale the commitment.
A paid, low-risk pilot removes the guesswork. You get real output, real reporting, and a real basis for deciding whether to expand — not a sales pitch.
- One dedicated accountant + named team lead
- Defined scope — reconciliations, catch-up books, or close support
- Fixed weekly capacity and secure-access setup
- Weekly performance report with senior review
- No long-term commitment before you see the quality
