Flexible, Transparent & Structured Engagement Options
We offer engagement models designed to meet the unique needs of CPA firms, Bookkeepers and Accounting practices.
A consistent team that learns your workflow, follows your preferences and supports you daily, weekly or monthly.
Ideal for firms needing help during peak season, year-end, audits or specific workload spikes.
Cleanup tasks, backlog clearing, complex reconciliations or one-time analysis projects.
A mix of dedicated and task-based assistance-designed to help firms scale without overwhelming internal teams.
Regardless of the model, every engagement reflects: