White-Label Delivery
Our team presents as a silent extension of yours — your branding on every client communication, working file, and email thread.
Weekly Progress Reports
Every Friday your firm receives a status update — tasks completed, queries raised, items pending. No chasing required.
Structured Client Threads
Each client gets a dedicated email thread — Introduction, Documents, Queries, Disputes. Nothing gets lost across inboxes.
NDA & Data Security
Every engagement is NDA-covered before work begins. All activity conducted through VPN-controlled, encrypted servers. No exceptions.
30-Day Replacement Guarantee
If your assigned resource isn't the right fit, we replace them at no cost within 30 days. Your continuity is our responsibility.
Certified Staff on Request
QBO ProAdvisor, Xero, Sage, and Zoho certified staff. Proof of certification for your assigned resource is available on request, every time.
Not Included in Any Plan
Tax filing (1040/1120/Schedule C), IRS correspondence and representation, software licensing fees, and payroll processing are excluded from all plans. These are available as paid add-ons — payroll management, tax prep working papers, Virtual CFO services, and real-time AP/AR support during US business hours. Contact us for add-on pricing.
