Dedicated Team Members
Accountants who work only for your firm, in your systems, as part of your team.
Scope
What we do
- Match people to the role and software your firm needs
- Onboard them to your processes and checklists
- Schedule their day for overlap with your team
- Manage their training, attendance and continuity
What your firm receives
- A named team member who works only on your firm's work
- Monthly utilisation and quality reporting
What we need from you
- Role description
- System access
- An onboarding contact at your firm
What your firm keeps
Your firm directs the work day to day and reviews what they produce.
How it starts
From first call to first delivery
Access, checklists and security are written down before volume arrives.
A conversation
We learn what your firm needs, which software you run and how your review works.
A trial piece of work
We complete a small, real piece of work so your reviewers can judge the quality for themselves.
Onboarding
Access, security, checklists and communication are set up and written down before volume arrives.
Related
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Global Capability Centre (GCC)
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The administration that pulls your accountants away from accounting.
Read MoreDocument Indexing and Workpapers
Source documents indexed and workpaper binders assembled before preparation starts.
Read MoreStart a conversation
Tell us what your firm needs
Start with a conversation and a small trial piece of real work. Your reviewers judge the quality before anything else is agreed.
- hello@example.comSample
- +1 (202) 555-0142Sample
- Monday to Friday, 8:00 to 18:00 US Eastern timeSample