How Outsourcing Works With Us
01. Discovery & Scope Mapping
We define tasks, deadlines, tools (QBO/Xero), and review checkpoints.
02. Secure access + SOP setup
We set up access roles, shared folders/ Amazon S3 if needed, and written SOPs aligned to your firm.
03. Delivery + review cadence
Weekly/monthly delivery with partner review, dashboards, and SLA-based turnaround.
You stay in control. We do the execution and reporting, under your preferred standards.
FAQs (Answered Before You Ask)
Cost is one part. The real win is capacity + speed + consistency. You get a ready delivery team with SOPs, reviews, and predictable turnaround, without hiring or training.
We use documented checklists, maker-checker reviews, and partner oversight. Deliverables follow a review cadence aligned to CPA-firm standards.
Access is role-based, files are shared through secure channels, and NDAs are standard. If required, files can be stored on Amazon S3 with restricted access and encryption settings.
No. Our model is “Virtual HQ”, we work like an extension of your finance team with shared workflows, SOPs, and clear accountability.
QuickBooks Online, Xero, Excel/Sheets, and common document workflows. We adapt to your stack and can standardize processes if needed.
Book a 30-minute call. We’ll map the scope, propose a workflow + turnaround time, and share the onboarding checklist.