engagement option
First Client Pilot.
One entity’s agreed books and one return-review route, with a defined review pack. Price on request. The target is ten business days after the scope, complete records and authorised access are in place.
FIRST ASSIGNMENT
Start with a bounded file
- AgreeOne entity and written scope
- PrepareRecords and schedules
- EvaluateYour reviewer checks the output
Illustrative structure. The engagement sets the scope.
Scope
Record the terms before work begins.
One entity’s agreed books and one return-review route, with a defined review pack. Price on request. The target is ten business days after the scope, complete records and authorised access are in place.
The SOW identifies entities, periods, volume, software, responsibilities, fees and acceptance. Changes in scope and missing information need an owner and an agreed change process.
Deliverables
Review the proposed output.
Open the fictional P-001 review-pack example to see a reconciliation, proposed adjustment and open-question register. The agreed service determines which schedules your pack contains.
Turnaround
Agree the date and dependencies.
The pilot delivery target is 10 business days after the scope is signed, agreed records are complete and access is authorised. The engagement records the actual due date, responsible reviewer and dependencies. Missing information and changes in scope are recorded before a revised date is agreed.
PILOT WORKFLOW
From authorised access to your review pack.
- 1
Access and records
Day 1
Output: authorised access, accepted source records and an open-question register.
- 2
Preparation
Days 2–6
Output: reconciliations, source-linked workpapers and proposed entries.
- 3
Senior review
Days 7–9
Output: checked schedules and cleared or listed open items.
- 4
Review pack
Day 10
Output: reconciliations, proposed entries, review notes and handoff checklist for your firm.
Business-day targets start when the signed scope, complete records and authorised access are in place.
QUALITY CONTROL
Every file is reviewed twice before it reaches you.
Two accountants work on every file - one prepares it, a senior reviews it - and the handoff pack shows exactly what was checked. Your data stays in your systems.
- 1
Preparation
Accountant 1
An accountant posts the work with source references, reconciliations and working papers for every balance.
- 2
Senior review
Accountant 2
A second, senior accountant reviews the file against our QC checklist and clears or lists every open item.
- 3
Handoff pack
To your firm
You receive review notes, proposed entries and a handoff checklist. Your firm approves tax positions, client advice and the final filing.
Work is reviewed inside your software under your access controls. We do not sign, file or contact your clients.
First assignment
Start with one entity and an agreed scope.
Choose the period, records and reviewer. The scope sets deliverables, review responsibilities, billing and acceptance criteria.
Start a 10-day PilotBILLING
How billing works
- 1
Agree scope
One entity
Define the period, records and deliverables.
- 2
Agree fixed fee
Signed SOW
Record the fee and payment milestones.
- 3
Invoice
Contract milestones
Bill against the agreed payment schedule.