engagement options
Pilot, dedicated seat, per-return / per-job or Build Operate Transform.
ENGAGEMENT OPTIONS
Illustrative structure. The engagement sets the scope.
Four arrangements
One defined entity and agreed review pack.
One entity
Define the period, records and deliverables.
Signed SOW
Record the fee and payment milestones.
Contract milestones
Bill against the agreed payment schedule.
Recurring monthly assignment with cover and review ownership.
Monthly scope
Agree allocation, overlap and review cover.
Monthly pricing
Record the recurring fee and included work.
Agreed period
Use the billing period in the signed agreement.
A defined form or accounting job.
Form and complexity
Record the return, period and source records.
Per job
Agree the price before work is allocated.
Agreed milestone
Bill the work under the signed job terms.
Build a team around your workflow, operate to your standards and strengthen delivery.
Setup scope
Quote recruitment, systems and setup separately.
Operating term
Agree the recurring management charge.
Signed schedule
Agree the documentation, improvement milestones and related fees.
First assignment
Choose the period, records and reviewer. The scope sets deliverables, review responsibilities, billing and acceptance criteria.
Start a 10-day Pilot