Preparer
Does the work, verifies every extracted figure against its source document, and raises anything the instrument or the file does not settle.
How we work
Inside your process, not beside it
The point of a delivery team is that the work comes back the way your reviewer expects it. That takes learning your firm’s way of doing things, which is what onboarding is for.
Getting started
Four steps, no surprises
01
Discovery call
Thirty minutes on what your team actually does, where the hours go, and which work is worth moving. If we are not a fit, we say so on the call.
02
Scoped proposal
A written scope covering the work, the turnaround, who is assigned, and what it costs. No commitment until you have it in writing.
03
Onboarding
We learn your templates, your software, your review standards and your naming conventions, then run a pilot engagement so both sides can check the fit.
04
Ongoing delivery
Named staff working your calendar, with a standing point of contact and turnaround times agreed up front rather than negotiated per job.
Quality
Three people see the work
Not three rounds of the same check. Three different responsibilities, each with something specific to catch.
Reviewer
A second person, never the preparer, checks the judgment calls and the arithmetic before anything leaves us. The system will not let one person do both.
Your firm
The final review is yours. You receive the workpapers, the open questions and the audit trail, and you sign and file under your own name.
Working alongside your team
Your software, your templates
We work inside the tools your firm already uses and follow your workpaper conventions. You should not be able to tell which desk a file was prepared at.
Hours that overlap yours
Staff work a shift that overlaps your business day, so a question raised in your morning is answered before your afternoon rather than the following one.
Capacity that moves with the season
Busy season is the reason most firms call us. Scope can widen for the crunch and settle back afterwards, without you carrying the cost of that headcount through the summer.
Questions, not guesses
When a file does not settle a question, we raise it as an open item and keep working on everything else. You will never find that we quietly picked an answer to keep a job moving.
Ready to extend your team?
Send one return and see the workpapers before you commit to anything.