A disciplined, five-stage framework engineered to fit effortlessly into your existing practice management workflows.
Before any client data is discussed, we execute a legally binding bilateral Non-Disclosure Agreement (NDA) and non-solicitation agreement under New Zealand law. We then conduct a confidential discovery call to understand your firm’s current bottleneck, workflow volumes, and software stack.
Every accounting practice has its own unique chart of accounts preferences, lead schedule formats, and query conventions. We review your internal workpaper templates, checklist standards, and review procedures to ensure our output looks identical to your in-house managers.
Your firm issues controlled user access to your practice suite (XPM, CCH iFirm, MYOB Practice, or Dext). We begin with a zero-risk pilot batch of 2 to 3 GST returns or compliance files, allowing your partners to inspect workpaper caliber, communication speed, and accuracy.
Upon successful pilot calibration, we allocate designated senior accountants and managers to your firm. This dedicated team works continuously on your jobs, developing deep institutional knowledge of your clients’ idiosyncrasies over time.
Every job undergoes secondary quality control before delivery. Files are presented to your firm 95% complete with query notes, allowing your in-house managers or partners to perform a swift final review before filing with Inland Revenue or dispatching to the client.
Routine bank recs completed within 24 hours. GST returns compiled 10 days before IRD due dates.
Communicate directly via your firm's domain (e.g. accounts@yourfirm.co.nz) or as an internal processor.
Live milestone updates logged directly in XPM, Karbon, or your firm's project management tracker.
Schedule a confidential 30-minute scoping discussion and request our standard mutual NDA.
