Choose the model that fits your portfolio
Four models, one delivery standard. Each runs inside the same Chartered Accountant-supervised review workflow and starts with a controlled pilot. Not sure which fits? We will suggest a model after a short look at your workload.
Per-entity accounting
You allocate selected client entities to our team. Each entity is scoped on its own volume, complexity and reporting needs.
- Variable portfolios
- A first step into outsourcing
- Firms that want to move work entity by entity
- Add or remove entities as the portfolio changes
- Move to a dedicated accountant once the workload is steady
Dedicated accountant
One accountant works primarily on your firm's clients, learns your systems and review points, and becomes a continuous part of your delivery.
- Recurring, predictable workloads
- Firms that value continuity and familiarity
- Add a second accountant, or move to a pod
- Senior review stays in place throughout
Dedicated accounting pod
Two accountants with shared senior supervision, for larger portfolios that need continuity, cover and structured review.
- Larger or multi-entity portfolios
- Firms that need cover across peaks and leave
- Additional pods for separate service lines or partners
- Defined review and escalation within the pod
Custom managed delivery
For mixed workflows, customised processes or specialised reporting. Flexible and project capacity, including catch-up, cleanup and seasonal support, is scoped here rather than sold by the hour as a commodity.
- Non-standard or multi-stage workflows
- Backlogs, cleanup and seasonal peaks
- Specialised reporting
- Scoped per project or period
- Converts to a steady model once the workflow settles
Every model runs the same way: a controlled paid pilot first, the workflow documented, review built in, and your firm's final review and authorisation on everything that reaches a client. Pricing follows the workload, not a rate card.