Everything clients usually ask before they start. If yours isn’t here, ask it directly.
Getting started
Twenty hours of real work on your actual books, such as a cleanup, a month-end close or a return review. You see the quality before you sign anything, and there is no obligation to continue.
Most engagements begin within a week of the first call: NDA, access setup and a kickoff to agree the monthly rhythm.
Yes. We support small and mid-sized businesses directly, and we provide white-label workpapers and return preparation for CPA firms under their own brand.
People and quality
Every engagement is led by a qualified CPA or Chartered Accountant, and every deliverable passes a two-tier review before it reaches you.
A partner, directly. Not a sales rep or a coordinator. Questions typically get an answer within four hours.
Security
We sign an NDA before any access, connect only through VPN, use scoped logins in your systems and keep an audit trail of activity.
No. We work inside the tools you already run and only suggest changes when they save you real time or money.
Countries and terms
The United States, United Kingdom, Canada, Australia, the United Arab Emirates and India, all through a single point of contact.
Any time, with 30 days’ notice and no penalties. Engagements run month to month.
A fixed monthly fee based on transaction volume and the filings you need, agreed after the pilot so it reflects real work.
Start with twenty hours on us.
Book a 30-minute consultation. You’ll leave the call with a plan, whether or not you work with us.