What would you like
to understand?

Pricing depends on your firm's scope, transaction volume, and whether you need ongoing dedicated capacity or seasonal overflow support. During your co-sourcing session, we scope exactly what's included so you get a clear number, not a vague estimate.

Yes. Every team member handling client files operates under a signed NDA, with controlled access at every level. Confidentiality is built into how we structure engagements, not added on as an afterthought.

Most firms go from initial consultation to their first delivered files in two to three weeks. That covers scoping, a written proposal, and onboarding — including reviewing your checklists and aligning on your first batch of client files before work begins.

Yes. Our teams work daily in QuickBooks Online, FreshBooks, BQE Core, Sage, NetSuite, Bill.com, TurboTax, and Zoho Books, among others. We fit into the stack you already use rather than asking you to change tools.

Outsourcing typically means handing off work entirely. Co-sourcing means we work as an embedded extension of your firm — using your templates, your review standards, and your workflow — so your reviewing partners see files that look like they came from inside your own walls.