Start With a Conversation, Not a Contract
Half an hour, no cost, no obligation. Tell us what is falling behind — the volume, the systems, the deadlines — and we will tell you plainly whether it is work we do.
Thirty minutes, and it is free
No deck, no discovery fee, no commitment at the end of it. If the answer is that we are not the right fit, that is a useful half hour too.
You speak to whoever would scope it
Enquiries are not routed into a sales queue. The person who replies is the person who would work out what the engagement looks like.
Tell Us What Is Falling Behind
The more concrete you can be — how many clients, which system, what the deadline is — the more useful the first reply will be. A single line is fine too.
However You Prefer to Start
Where we work from
New Delhi, India
India-based remote delivery
Working with your calendar
We agree handoffs, reporting cadence, review points and escalation contacts during onboarding. The arrangement is documented around your close calendar and deadlines so responsibilities and handoffs are clear.
What to expect
Find the Situation That Sounds Like Yours
If you would rather read first, these answer the questions that usually come before a call. None of them requires speaking to us.
Frequently Asked Questions
What actually happens after I send this?
It reaches a person, not a queue, and the first exchange is about scope rather than price: what work you are describing, which parts of it can be prepared and which have to stay with your team. If a call helps, we book half an hour. There is no charge and no obligation at the end of it. We do not advertise a response time, because the honest answer depends on when it arrives and which market it names — what is fixed is that turnaround on the work itself is agreed in writing at onboarding rather than promised here.
Will I end up spending more time reviewing than doing it myself?
That is the right question to ask, and for the first few files it can genuinely be true. The test worth agreeing up front is not turnaround, it is review time: whether a delivered file takes your reviewer less time to sign than one your own team prepared. If it does not, the arrangement has moved cost rather than removed it, and that shows up in the first month if anyone is measuring it.
We do not have time to train another team. Is this worth starting now?
The handover needs enough detail to understand your process, but it does not have to become a second project. Existing checklists, prior-year files, review notes and a couple of worked examples usually carry most of it. If your process only lives in one senior person’s head, adding hands makes that person busier rather than freer, and a scoped cleanup with a defined end is normally the better first step. We would rather say so at the scoping call than in March.
What if our books are already behind?
Most first engagements start there. A backlog is a defined piece of work with an end, which makes it easier to scope and easier to judge us on than an open-ended retainer. It is usually the better place to start precisely because both sides can see whether it worked.
Who keeps control of the client relationship and the sign-off?
Your firm, in every market we work in. We prepare; your team reviews, advises and signs. We do not hold filing credentials, we do not contact your clients without your say-so, and we do not release payments. The section above sets out the full list of what we will not do.
Do we have to commit to a volume or a contract length?
No. Most engagements start with one client, one month of close work or a single backlog, which is small enough to judge honestly. Scaling something that already works is a much smaller decision than unwinding something that does not.
How is our client data handled?
Before work starts, agree confidentiality terms, the people and systems that may be accessed, and how permissions will be reviewed or removed.
Can you work inside the systems we already use?
That is the intention. We work in QuickBooks, Xero, Sage, NetSuite, Drake Tax and CCH Axcess, inside the file your firm or client already runs. What we do not do is implement, configure or migrate any of them — that is an implementation partner’s job, and a different skill.