How we work
Three ways to work with us
Every practice works differently. Once we understand how you work, we'll help you pick one of these models, and you can mix them as your needs change.
First, we look at how you work
Before we take on any work, we look at how you do things now: your workflow, your templates and your tools. If what you do already is the most efficient way, we keep it exactly as it is. If we think there's a better way, we'll say so and suggest it. The decision to change anything is always yours.
The three ways to work with us
Dedicated team member (FTE)
A fixed monthly rate for a dedicated team member (or team) allocated only to your practice, following your hours and your systems. It works like an in-house hire, without the recruitment, screening or training, which we handle on our side. If your allocated person is on leave, we arrange buffer cover so your work doesn't stall.
Best suited to: firms with a steady, ongoing volume of work who want consistent, dedicated capacity.
Pay as you go
You only pay for the work you send us, when you send it. There is no minimum commitment and no idle capacity.
Best suited to: firms with fluctuating workloads, seasonal peaks or overflow work, or anyone who would like to test the relationship before committing further.
Portfolio management
You hand over full ownership of a client portfolio, including bookkeeping, accounts, tax and everything in between. We manage it end to end under your brand and report back on whatever schedule suits you.
Best suited to: firms looking to free up significant capacity by outsourcing whole client relationships, not just individual tasks.
Not sure which one fits?
That is what the introductory call is for. We'll talk it through and recommend a starting point, and you can change it as we go.
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