Process
A straightforward path from first call to delivered work
No long procurement cycle, no dedicated-staff contract to sign before you've even tested the fit.
The engagement
From first call to ongoing delivery
Four clear steps — you decide when to move to the next one.
How an engagement moves
No procurement cycle. No staff contract.
- 1
Discovery call
Your workflow, software, and pressure points
- 2
Scope & pricing
Per client, hour, or return — agreed upfront
- 3
Secure onboarding
NDA first, then client-by-client access
- 4
Ongoing delivery
A direct line to your partner
How it works
Your first 30 days, mapped out
No long procurement cycle and no dedicated-staff contract. You see real work on real files within weeks — and decide from there.
- 1
Days 1–3
Discovery & NDA
A call with a partner to map your workflow and software. A mutual NDA is signed before any data is shared.
- 2
Week 1
Scoped access & consent
Access is granted client-by-client inside your own platforms, and we help you put IRC §7216 consent in place where tax data is involved.
- 3
Weeks 2–3
Pilot delivery
We deliver the first one or two clients end-to-end — reconciliations, close pack, or review-ready returns — for your CPA to check.
- 4
Day 30
Review & scale
We walk through the quality bar together, adjust the checklist to your standards, and expand only when you're satisfied.
Onboarding
What onboarding actually looks like
Access is granted client-by-client — we never ask for blanket access to your entire practice management system. Every engagement is covered by an NDA before any data changes hands.
You stay in control of the client relationship. We work behind the scenes inside your existing software — your clients continue to see your firm, not ours.
Pricing is agreed before work starts — per client, per hour, or per return, based on the actual scope.
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