Book a 30-minute scoping call
No pitch deck, no discovery-call theatre. We map your roles, volumes and software, and you leave with something written down whether or not you work with us.
What you’ll leave with
Three things, in writing
- A written recommendation on which roles to offshore first, and in what order.
- An honest view of what will and won’t work for your firm. Some functions offshore badly and we will tell you which.
- A realistic timeline to a productive seat, based on your actual software and review process.
What we’ll ask about
Four things, so come prepared
- The roles you’re struggling to fill right now
- Your monthly or seasonal volumes, roughly
- The software you run, including the workflow layer
- How your review process works today
Not ready for a call?
Two things you can read without talking to anyone: our full security posture. Ask us for the §7216 consent template US firms need before outsourcing tax preparation.
Pick a time
Thirty minutes, with someone who has scoped this for accounting firms before.