Partnering with an outsourcing unit requires total confidence. Here is how we address common questions from CA and CPA firm leaders.
Our accountants work directly inside your practice management software using firm-issued email addresses and your custom chart of accounts. Your clients never see our brand.
Never without your express written instruction. All completed working papers and queries are delivered directly to your practice manager for final review and dispatch.
Yes. We encourage new partner firms to test our quality with a paid pilot client. This allows you to evaluate our speed, query clarity, and workpaper standards risk-free.
We prepare structured workpapers in APS, CCH iFirm, Xero Workpapers, MYOB Practice, or Excel lead schedules following your firm's exact indexing and naming conventions.
Standard SME year-end workpapers are compiled to 95% completion within 5 to 7 business days, accompanied by a clean list of queries for your final partner review.
We prepare draft IR4 (company), IR7 (partnership/trust), IR3 (individual), and IR6 (estate/trust) returns with full tax reconciliation schedules ready for partner sign-off.
Our scalable pod model allows firms to ramp up capacity during March/April and November tax deadlines without hiring expensive temporary in-house contractors.
We manage scheduled pay runs across your firm’s entire payroll client portfolio, processing timesheets, leave approvals, bank batch payment files, and payday filing.
All processing occurs directly within your cloud payroll instances under multi-factor authentication, with strict role-based access and zero local data storage.
Yes. When your firm onboards a client with chaotic historical accounts, our cleanup specialists reconstruct ledgers and reconcile trial balances without tying up your senior billing staff.
Yes. We conduct a fast 24-hour file review to quantify the hours required and provide an agreed fixed-fee project price before any work begins.
Yes. All monthly advisory decks, board summaries, and cash flow models are rendered with your firm’s logo, brand palette, and professional typography.
We build models using Fathom, Spotlight Reporting, Power BI, and specialized Excel frameworks to deliver actionable financial intelligence.
We operate under a legally binding bilateral Non-Disclosure Agreement (NDA) compliant with the New Zealand Privacy Act 2020. Our workstations are BitLocker-encrypted, operate under clean-desk biometric controls, and all work is executed directly inside your cloud environment without local downloads.
Every partnership agreement contains a strict, enforceable non-solicitation covenant. We are strictly a business-to-business back-office production unit for accounting practices and never offer independent accounting services to your clients.
Our accountants prepare the complete working paper files, trial balance adjustments, and draft tax returns to 95% completion, accompanied by a concise query schedule. Your in-house manager or partner simply performs the final 10-minute check and executes the statutory filing.
Yes. During our initial onboarding stage, we review your firm's chart of accounts, workpaper naming conventions, and quality checklists. Our accountants adopt your exact formatting so the files are indistinguishable from in-house work.
You are assigned a dedicated pod of named senior accountants and a team lead. This ensures consistency, direct Slack/Teams/email communication, and deep institutional familiarity with your clients year over year.
Our partnership director is available for a confidential 30-minute scoping discussion.
