Engagement Models & Scoping

Flexible pricing built around how your firm staffs.

No fixed menu, no idle-capacity cost. Choose a full-time desk, a part-time desk, or pay-as-you-go hourly support — every engagement is scoped to your volume and review cadence.

500+ CPAs & Firms Supported 2–4 Week Average Ramp-Up

Choose Your Model

Three ways to staff your back office.

Every model includes encrypted, audited security, a named point of contact, and quality-gated delivery. Pricing is scoped to your firm during a short discovery call.

Full-Time Equivalent (FTE)

A dedicated full-time resource working exclusively on your file, inside your systems, on your hours.

Dedicated full-time resource(s), matched to your workflow
Continuous team lead support & escalation path
Transparent, fixed monthly billing — no surprises
Full integration with your internal tools & workflows

Most flexible

Part-Time Equivalent (PTE)

Dedicated part-time professionals for firms with steady but sub-full-time volume.

Dedicated part-time professional(s) on your file
Fixed monthly hours, predictable billing
Time-zone flexibility across US & UK hours
Scale up to FTE seamlessly as volume grows

Hourly-Based Outsourcing

Pay-as-you-go support for overflow work, seasonal spikes, or one-off projects.

Pay-as-you-go billing, no long-term lock-in
Weekly timesheets & transparent invoicing
Elastic capacity for variable workloads
Ideal for peak filing season & overflow files

Getting Started

From first call to a tailored quote in three steps.

Connect with an Outsourcing Specialist

Submit a short inquiry through the booking form and a specialist will reach out within one business day to understand your firm's needs.

Consult & Choose Your Engagement

We walk through your volume, systems and review cadence together, then recommend whether FTE, PTE or hourly support fits best.

Receive a Tailored Quote & Onboard

You get a clear, itemised quote and a structured onboarding plan — most firms are live within two to four weeks.

Answers & Clarity

Pricing & Engagement — FAQs

Most engagements are live within two to four weeks of your kickoff call. That covers NDA execution, secure system access provisioning, and matching you with a resource who fits your software stack and time-zone overlap.

Not sure which engagement model fits your firm?

Book a free strategy call — we'll review your volume and recommend the right fit, with a quote tailored to your practice.