From first call to fully embedded in under two weeks
Most U.S. clients are live on week two. Every step below is designed to protect your team, your data, and your peace of mind.
Free Discovery Call
We hop on a call to understand your business, software stack (QuickBooks, AppFolio, Yardi, Xero, etc.), pain points, and the outcomes you care about. You leave with a written scope — no pressure, no sales pitch.
Proposal & NDA
We send a fixed-scope proposal with pricing tied to hours or deliverables — whichever fits your business. Both sides sign a mutual NDA before any data changes hands. Month-to-month engagement, no long-term lock-in.
Workflow Documentation
We shadow your current process, document your chart of accounts, approval hierarchy, file-naming conventions, and reporting cadence, and turn it into a living SOP your team can review and approve before we touch a single transaction.
Team Assignment & Training
A dedicated lead accountant, a cross-trained backup, and a senior reviewer are assigned to your account. We train them on your SOP on our time — not yours. You meet the team before we go live.
Go-Live & Parallel Run
We run the first cycle in parallel with your current process so nothing breaks. Output is reviewed with you daily, and any deltas are corrected and baked back into the SOP.
Steady State Operations
Your team executes the daily, weekly, and monthly cadence: bookkeeping, reconciliations, invoice processing, owner statements, tenant comms, reporting. Weekly check-ins and a monthly scorecard keep everything visible.
Continuous Audit & Improvement
We run an internal audit every quarter — peer review, control checks, and an SOP refresh. You get a written report of what’s working, what we improved, and what we recommend next.
Scale Up or Down on Demand
Tax season, lease renewal crunch, acquisition of a new portfolio, or a slow summer? Adjust your engagement up or down with 30 days notice. You pay for capacity you actually use.
Three Ways to Engage
Pick the model that fits how your business actually works. We’ll recommend one on the discovery call — but the choice is always yours.
Hourly Dedicated Team
Most popularBest for firms that want a predictable monthly retainer with a defined number of hours. Unused hours roll over one month.
Per-Property / Per-Unit
For PMsBest for property managers who prefer cost that scales cleanly with their portfolio — unit counts in, monthly price out.
Project-Based
Fixed scopeBest for one-time cleanup: back-book reconstruction, 1099 filing season, software migration, or audit prep.
What to Expect as a Client
Predictable rhythms, not surprises. Here's what the first 90 days and every 90 days after look like.
Weekly Check-Ins
A standing 20-minute video call with your lead accountant. Status, blockers, upcoming deadlines — and a written recap in your inbox the same day.
Monthly Scorecard
A one-page report on turnaround time, accuracy, and open items — so you never have to guess how the engagement is going.
Single Point of Contact
You deal with one lead and one senior reviewer — not a ticketing queue. Slack, email, WhatsApp, or phone, whichever you prefer.
Security & Access Control
Role-based access to your systems, read-only where possible, and full audit trails. Revoke access with one click, any time.
Ready to see week one for your firm?
Book a free 30-minute discovery call. We'll walk you through exactly what onboarding your specific business would look like.
Book a Free Discovery Call