Answered plainly.

We work inside systems you own, with the least access that gets the job done, and we keep no local copies of your data. Every login is protected with two-factor authentication, and each engagement begins with a signed engagement letter and NDA. When someone rotates off your work, their access is revoked the same day.

Yes. We work directly in your existing QuickBooks Online or Xero file as an invited user, so your file stays the single source of truth and nothing is migrated or duplicated. If you would rather we work in a copy or a sandbox during a heavy cleanup, we can do that too.

Yes. Day-to-day bookkeeping and close can be kept on either basis, and our audit-support workpapers are prepared to IFRS, ISA, US GAAP, Government Auditing Standards, or the local framework your auditors are working to. If a treatment is genuinely unsettled, we flag it and document the reasoning rather than quietly pick a side.

Most clients start with a paid pilot on a defined scope, so both sides can judge the fit before committing to anything ongoing. Pricing is a fixed monthly fee tied to volume and complexity rather than billed by the hour, so the number does not move around on you. We quote it in writing after a short call about your books.

Because hourly billing punishes you for our learning curve and makes your cost impossible to plan. A fixed monthly fee, set by volume and complexity, means a busy month costs you the same as a quiet one and you are not auditing our timesheets. If the shape of the work changes materially, we re-quote openly rather than let the meter run.

Our day-to-day tools are QuickBooks Online and Xero for bookkeeping and close, Caseware for audit workpapers, and Checkpoint for research. We work inside your instances of these rather than exporting your data into ours. If your firm standardises on something adjacent, we will tell you honestly whether we can work in it well.

Onboarding starts with a discovery week where we read a sample of your files and learn your templates and review standards, followed by a paid pilot on real work. Simple engagements move from first call to standing work quickly; a firm with heavy cleanup or complex review points takes longer. We would rather set a realistic ramp than promise a number we cannot hold.

You get a named person, not a ticket queue, reachable inside your working hours over the channels you already use. We agree a cadence up front, usually a standing weekly touchpoint plus same-day answers on active work. The follow-the-sun timezone overlap means most requests turn around within your day.

Yes. We prepare work in your templates and under your firm's name, and you decide how our involvement is disclosed to your clients. Some firms present the work as their own; others tell clients they use an offshore team. We follow your disclosure policy rather than set one, and we keep to your professional-conduct rules on confidentiality.

Not a rigid one. A one-off project, such as a busy-season overflow or a multi-year cleanup, is scoped and priced on its own. Ongoing engagements are month-to-month once the pilot is done; we do not lock firms into long contracts to keep them. If the work is not serving you, you should be able to stop.

Send us a short note about the state of your books through the contact page, or email us directly. We will arrange a short call, look at a sample, and come back with a scoped pilot and a written price. There is no obligation past that call.