From discovery call to first deliverable in two weeks. every time.

We learn about your firm. you tell us your client volume, the software you use, which services you need, and what's driving the conversation. we assess fit and tell you which engagement model suits your situation — including if we're not the right fit. if we are, we confirm a start date and send you a written summary the same day.

Mutual NDA executed — both parties sign before any data changes hands. your dedicated accountant is assigned from our team based on your service needs, platform, and industry. they are fully briefed on your firm before receiving any access. you configure role-based software permissions and confirm everything looks correct. we receive no access until you are satisfied with the setup.

We begin on a single client you choose — typically a mid-complexity client that represents your typical work. your accountant completes the full engagement. you review it against your exact standards and provide feedback. we revise until every detail matches your expectations. this calibration step is what makes everything after it smooth. most CPA firms ask us to take on additional clients before the end of this week.

Your accountant takes on the full agreed scope. daily morning check-in and end-of-day status note. every deliverable reviewed internally before it reaches you. your review time drops — not increases — because work arrives clean, formatted to your standards, with any queries flagged in advance. scale when you’re ready: add clients, add capacity, or add a second accountant. there is no ceiling.