Engagement Models

Flexible, Transparent & Structured Engagement Options

We offer engagement models designed to meet the unique needs of CPA firms, Bookkeepers and Accounting practices.

Dedicated Support Model

A consistent team that learns your workflow, follows your preferences and supports you daily, weekly or monthly.

Task-Based Engagement

Ideal for firms needing help during peak season, year-end, audits or specific workload spikes.

Special Project Assignments

Cleanup tasks, backlog clearing, complex reconciliations or one-time analysis projects.

Hybrid Support

A mix of dedicated and task-based assistance-designed to help firms scale without overwhelming internal teams.

Our Commitment

Regardless of the model, every engagement reflects:

  • Ethical values
  • Transparent communication
  • Respect for your processes
  • Consistent quality delivery