Are you a business or an accountant?

This helps us show you the right services.

We work as an extension of your team — your firm stays in control of client relationships, review and final sign-off at every stage.

01

Scoping Call

We discuss your firm's workflow, client base and which tasks you want to outsource.

02

Confidentiality Agreement

A signed confidentiality agreement is in place before any client data is shared, consistent with the Privacy Act 2020.

03

System Access & Onboarding

We work inside your existing accounting software under your firm's controls and processes.

04

Ongoing Processing

We handle the day-to-day work; your firm retains full oversight and professional sign-off on client accounts.

05

Reporting & Review

Regular status updates and working papers, ready for your review before filing.