How we work
How La Comptabilité works with your practice.
A written scope and a traceable file before an ongoing arrangement.
WORKING TOGETHER
Clear scope. Clear ownership.
- Agree the assignmentScope, access and records
- Prepare and checkWorkpapers and review questions
- Deliver for approvalYour firm makes the decisions
Illustrative structure. The engagement sets the scope.
HOW WE WORK
From first call to live work in three weeks.
- 1
Discovery call
30 minutes
Output: fit check and the entities in scope.
- 2
Scope and SOW
48 hours
Output: signed scope, SLA and fixed pilot fee.
- 3
Secure access
3 days
Output: access set up in your software; IRC 7216 consent kit.
- 4
Pilot delivery
10 business days
Output: one entity’s review pack - reconciliations, proposed entries, review notes, handoff checklist.
- 5
Go-live
Week 3 onward
Output: dedicated seat or per-return; weekly call and escalation matrix.
Every file is reviewed twice before it reaches you. Your firm approves tax positions, client advice and the final filing.
The timeline assumes complete records and authorised access. The signed scope sets the actual dates and any dependencies.
Start a 10-day PilotQUALITY 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 PilotQUESTIONS
FAQ
When does the pilot clock start?
After the signed scope, complete agreed records and authorised access are in place.
Who approves tax positions and filing?
Your responsible practice retains tax positions, client advice, signing and final filing.
How is the fee agreed?
The SOW records the fixed pilot fee, payment milestones and any separately scoped work.
What happens when a record is missing?
The question is logged with an owner. Any effect on the delivery date is agreed with your firm.
What follows the pilot?
Your firm can assess a dedicated seat or per-return arrangement under a separate agreement.