How we work

A simple, documented way to hand over work — and get it back right.

Onboarding, pricing, security and communication, set out plainly before you share a single file.

01Workflow call

15 minutes on your software, volumes, deadlines and review process. NDA signed before anything is shared.

02A pilot on live files

Up to 10 hours of real work on one client first, free, so you judge quality and turnaround before you commit.

03Your SOPs, documented

Coding rules and your review checklist written down, so nothing depends on memory.

04A dedicated pod

Same people every month, a partner as your contact, and a shared Slack or WhatsApp channel.

Engagement models

Three ways to work with us.

Every model includes CA review, an NDA and a named point of contact. You get a fixed written quote after the workflow call.

HourlyBest for seasonal peaks and catch-up work

Pay only for hours worked, logged against each client. No minimum commitment.

Dedicated team memberBest for steady monthly volume

A trained accountant working only on your clients, at a fixed monthly fee, supervised by a CA partner.

Fixed fee per deliverableBest for year-end and tax season

One agreed price per set of accounts, monthly close or return, so you can price your own clients with confidence.

Security & quality

Your clients' data stays in your systems.

We log in to the software you already use, with access you control and can revoke at any time.

Our data security practices →
NDA first

Signed before you share a single login or file.

GDPR-aligned

Data processing terms available for UK practices.

CA review on every file

Prepared by the team, checked by a qualified Chartered Accountant.

One channel, no chasing

Queries logged in a shared tracker on Slack, WhatsApp or email.

FAQs

The practical details.

Will my clients know you exist?

No. We work under your brand and inside your systems. Your clients only ever hear from you.

Who signs off the work?

You do. We prepare and review; your firm keeps final sign-off and filing.

What overlap do we get in working hours?

Our office hours are 10 AM to 7 PM IST, Monday to Saturday. For UK firms that overlaps your morning; for US firms we agree a regular call slot and keep a shared query log.

How do we get started?

Request a free 10-hour pilot or book a 15-minute call. We send an NDA, agree the client and work for the pilot, and then give you a fixed written quote.

Ready to see if we're a fit?

Book a 15-minute call with a partner. NDA first, no obligation.

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