Engagement models
Pick the model that matches how much capacity you need and how predictable it is. CPA manager review and partner approval are included in every one of them.
The models
Every model draws on the same team and the same review chain. What changes is how much of it you are committing to, and how far ahead.
One qualified accountant working exclusively on your firm’s or your business’s work, full time.
A defined share of a full-time accountant’s month, for firms whose volume does not justify a full-time resource.
Capacity bought as you need it, with no monthly commitment.
What is always included
The difference between these three is commitment and capacity, not quality. Whichever you choose, the work is prepared by a qualified accountant, checked by a CPA manager against your own review points, and approved by a partner before it reaches you.
In every engagement
How scoping works
We would rather scope properly than quote quickly. The first conversation is free and carries no obligation.
We understand your volumes, systems and where you need support. Thirty minutes, no cost.
Deliverables, turnaround times and commercials written against your workflow rather than a template.
We recommend the model that fits the work, and say so if a smaller commitment would serve you better.
Good to know. Turnaround is within 24 hours because of the time zone difference, which means work sent at the end of your day is back the next morning. The first consultation of up to thirty minutes is free, and new engagements can start with a 15-day trial before you commit.
FAQ
No. Every deliverable goes through CPA manager review and partner approval in all three engagement models. It is part of how the work is produced, not a premium tier.
It comes down to how much capacity you need and how predictable it is. Steady, continuing volume suits a dedicated resource; regular but lighter work suits a partial shift; unpredictable overflow suits hourly. We will recommend the smaller commitment where it genuinely serves you better.
Yes. Firms commonly start hourly or on a partial shift and move to a dedicated resource once the working relationship is established. Volumes shift through the year and the engagement should follow.
Hourly work carries no monthly minimum. Dedicated and partial-shift engagements are agreed monthly rather than locked into an annual contract.
Yours, wherever you prefer. QuickBooks Online, Xero, Zoho Books and SAP are all in regular use, and working inside your environment keeps client data under your own access policy.
Book a free consultation. We scope against your actual volumes and systems and send written commercials with the scope, rather than publishing a rate card that would not reflect your work.
Next step
Tell us your volumes and how predictable they are, and a partner will recommend the model that actually suits the work.
No obligation. A partner replies, not a sales team.
