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How it works
One job, four steps. You stay in control.
White-label accounting outsourcing should feel like an extra room in your office, not a supplier. Here is exactly what happens from the moment you send a job to the moment you file it.
The process
From your inbox to your signature.
1
Send the job
Share the file through your software or secure transfer. We confirm the scope, the standard to prepare to and the date it comes back.
2
We prepare
A trained accountant prepares the work in Xero, QuickBooks, Sage or your tax software, under access you control, to your firm's standards and templates.
3
We review
A second accountant checks every file against a job-type checklist before it leaves us. Queries come to you in one list, not twenty emails.
4
You sign and file
The work lands ready for your review, your signature and your submission. Your clients only ever see your firm.
Ways to work with us
Dedicated, ad hoc or seasonal.
Pick the model that fits your volume. Most firms start ad hoc with a trial job and change model as the work settles.
| Model | What you get | Best for | How it is priced |
|---|---|---|---|
| Dedicated accountant | One accountant, full-time, only on your clients, in your hours. Backed by our reviewer. | Practices with steady monthly volume who want the same person every day. | Fixed monthly fee. Less than a local salary, with no recruitment, employer costs or desk. |
| Ad hoc | Send work job by job. Scope and return date agreed per job. | Overflow, backlogs, one-off clean-ups and your first trial. | Per job, quoted before we start. No minimum and no retainer. |
| Seasonal | Extra accountants for a fixed window: January, April, year-end, US tax season or Irish pay and file. | Firms that are fine for ten months of the year. | Per season, booked eight weeks ahead of the peak. |
Onboarding: what happens in the first two weeks
- Agreements. We sign your NDA and our Data Processing Agreement, with the transfer terms your jurisdiction needs. Nothing moves before this.
- Access. You create user accounts for us in your bookkeeping, tax and payroll software with two-factor authentication. You can see every login and revoke access at any time.
- Standards. You share your templates, working-paper layout and any house rules. We write them into a procedure for your account so every job follows the same steps.
- First job. We confirm scope and the return date, prepare and review the work, and send it back with one query list.
- Debrief. A short call or written note on what to change. The checklist for your account is updated before the second job.
How we communicate
One query list per job, not a stream of emails. Our team works a UK working-day overlap, so questions sent in the morning are answered the same day. US firms get overnight turnaround with a short agreed window for calls. Dedicated accountants send a weekly summary of what was completed, what is in progress and what is waiting on information.
How quality is controlled
Every job type has a checklist: what to reconcile, what to agree to source, what to compare to prior year, what to flag for the reviewer. A second accountant works through that checklist before anything leaves us. When something comes back wrong, it is corrected and the checklist is updated so the same mistake does not reach you twice.
What we never do
- Contact your clients, or appear on anything they receive.
- File anything. Submission to HMRC, Companies House, the IRS, Revenue or the CRO stays with your firm.
- Store files outside your systems, or on personal devices.
- Quote one price and invoice another. Scope changes are agreed before the work, not after.
Process questions
What firms ask about working with us.
How long does onboarding take?
A trial job can start within days: we sign the NDA and DPA, you grant software access, and we agree the return date. A dedicated accountant is usually working on your clients within two to three weeks.
Can I switch between ad hoc and dedicated?
Yes. Most firms start ad hoc with a trial job, move to seasonal cover for a peak, and add a dedicated accountant once volume is steady.
How do you learn my firm's way of working?
From your templates, your working-paper standards and your first jobs. We write the steps down as a procedure for your account so that every job follows the same path.
What if something comes back wrong?
Tell us in the query list and we correct it. Corrections are tracked against the job so the checklist improves for the next one.
Start with one job
Send one trial job and judge it yourself.
No contract and no onboarding fee. Pick a real job, tell us the deadline, and see the work come back prepared, reviewed and ready for your sign-off.
We reply within one UK working day.