A structured way to work together.
We've designed our engagement model around three principles: clarity at the start, consistency in delivery, and flexibility as your needs evolve.
The dedicated team model.
Every client is assigned a dedicated service team — typically a lead, supporting professionals, and a quality reviewer — who learn your business, your systems, and your reporting expectations.
You aren't routed to whoever is available. You work with the same people, building familiarity and accountability over time. When a question comes up, you know who to ask. When a deliverable is due, you know who's preparing it. When a review is needed, you know who's signing off.
Familiarity is the first ingredient of accuracy.
The monthly engagement structure.
Our engagements operate on a monthly retainer model with clearly defined scope, deliverables, and reporting cadences. Here's how a typical engagement unfolds.
Onboarding phase
System access, process documentation, opening reconciliations, and workflow setup. We build the runbook for your engagement so every recurring task has a defined owner, frequency, and deliverable.
Steady-state delivery
Recurring transaction processing, reconciliations, payroll runs, AP/AR cycles, and reporting on a defined schedule. Predictable inputs, predictable outputs, predictable timing.
Monthly review
Status reporting, deliverable confirmation, and proactive flagging of issues or opportunities. You see the state of your back office in a single, organized monthly summary.
Quarterly business review
Engagement performance review, scope adjustments, and forward planning. We recalibrate as your needs evolve, your business grows, or seasonal demands shift.
Built to flex, not break.
No two businesses run on identical needs. Our model is designed to accommodate scope changes, capacity shifts, and service additions without disrupting your steady-state operations.
Scope flexibility
Add or adjust services as your business grows or seasonal demands shift. Engagements expand and contract with your reality.
Capacity flexibility
Scale team size up during peak periods — tax season, year-end, high-volume months — and back down as needed. No permanent hiring required.
Service flexibility
Combine accounting, payroll, AP/AR, and admin support under one engagement, or start with a single function and expand over time.
We do not publish standardized pricing because every engagement is shaped by scope, transaction volume, complexity, and required cadence.
Following a discovery call, we provide a detailed, transparent proposal aligned to your specific requirements — with clear scope, deliverables, team structure, and engagement cadence.
Schedule a scoping call to receive
a tailored proposal.
A 30-minute conversation is all we need to understand your operations, identify gaps, and outline a structured engagement that fits your business.