Engagement Models
Four engagement structures. One transparent conversation.
We don't publish unit rates — every engagement is sized to your volumes, tooling and quality bar. We do, however, commit to the model up-front, built for North American CPA firms and finance teams.
Most adopted
Dedicated Full-Time (FT) Resource
A certified accounting professional working exclusively for your firm.
- 160 hours per month, dedicated to your practice
- Staff, senior or reviewer levels
- Direct reporting line to your manager
- Substitution and continuity cover guaranteed
- Best economics at sustained, recurring volume
Dedicated Part-Time (PT) Engagement
A dedicated, part-time team member billed monthly.
- 4 hours per day, every business day
- Consistent named resource for continuity
- Ideal for growing practices not yet ready for an FTE
- Same review and governance standards as a full-time pod
- Predictable monthly cycle
Hourly / Project-Based Model
A flexible, on-demand bucket of hours.
- Pre-purchased monthly hour blocks
- Senior or staff-level resources on call
- Built for seasonal tax preparation spikes
- Ideal for historical catch-up bookkeeping
- Detailed time reporting on every engagement
Fixed-Fee / Fractional Model
Predictable, scope-defined monthly cycles.
- Per-deliverable scoping with a fixed monthly fee
- Best for recurring payroll runs
- Best for monthly reporting packages
- SLA-bound turnaround on every cycle
- Quoted after a scoping conversation
What's always included
Dedicated delivery manager
Senior-level peer review
Weekly status reporting
Monthly business reviews
Quarterly process optimization
Substitution and continuity cover