Billing & FAQ

Collaboration Models & FAQs

Select the optimal collaboration model, estimate your resource allocation, and read our FAQs on remote work.

Billing & Allocation

Flexible Engagement Models

We structure our resource allocation to align with your workload consistency and predictability requirements.

Find Your Recommended Model

Adjust the inputs below to find the best staffing fit for your needs

Recommended Strategy:
Monthly Retainer Model
Best For: Month-End Closures
  • Fixed, highly predictable monthly costs.
  • Best for standard bookkeeping, closures, and payroll.
  • Includes a structured maker-checker quality review.

Monthly Retainer

Regular Monthly Work
Cost Predictability
High
Resource Allocation
Shared Team
Typical Tasks
Monthly books, payroll, monthly closings

Hourly Billing

Fluctuating Load
Cost Predictability
Muted
Resource Allocation
Shared Team
Typical Tasks
Ad-hoc support, busy season tax assistance

Dedicated FTE

High Volume CPA Firms
Cost Predictability
Good
Resource Allocation
Dedicated Resource
Typical Tasks
Full-time bookkeeping & daily support

Project Based

One-Time Cleanups
Cost Predictability
Average
Resource Allocation
Project Team
Typical Tasks
Historical catch-up, software configurations
Common Questions

Frequently Asked Questions

Explore details about timezone coordination, software integrations, and remote secure practices.

How do you handle security when accessing our cloud software? +

We connect directly to your systems (QuickBooks, Xero, etc.) using separate user credentials managed via password vaulting systems and Multi-Factor Authentication. No login details are shared, and all workspaces follow strict physical security rules (no USBs, paperless office, and CCTV monitoring).

Can you adapt to our established accounting format? +

Absolutely. We follow your firm's chart of accounts, folder structures, and preparation layouts. Our team is trained to adjust to your established workflows rather than forcing you to change your systems.

How do we communicate with our offshore team? +

All communication runs smoothly through your designated channels — email, Slack, Microsoft Teams, or custom portal links. We schedule regular catch-up calls to review task checklists and resolve questions proactively.

Do you offer trial periods to check work quality? +

Yes. For monthly retainers and dedicated staffing agreements, we offer structured trial runs. This allows your team to evaluate our accuracy, communication turnaround, and tool connection speeds before signing long-term commitments.