The Process
4–6 weeks. Realistic, not rushed. We explain every step upfront so there are no surprises.
The Timeline
Weeks 1–2: Discovery & Setup
20-minute discovery call. We understand your clients, your workflow, your standards. NDA signed. Access granted to your 3 pilot clients. SOPs reviewed and documented.
Weeks 2–3: First Batch & Feedback
We deliver the first month of work for your 3 pilot clients. You review, flag issues, request adjustments. We refine our approach based on your feedback.
Weeks 4–5: Full Scope Delivery
Once you're satisfied with the output, we move to your agreed monthly schedule. Monthly deliveries begin. Ongoing relationship established.
Week 5–6: Stability Check
Day 60 review with you. How's it going? Any adjustments? If the pilot is working, we discuss scaling to more clients or continued engagement.
The 3-Client Pilot
Duration: 90 days
Fixed commitment. Non-negotiable.
Pricing: Standard monthly rates
No discount. Same Simple/Medium/Complex pricing you'd pay ongoing.
Day 60 Review: Your call
At day 60, you decide: continue or exit. No penalty either way.
After the pilot: 5-client minimum
If you continue, we ask for a 5-client minimum to sustain the relationship.
What You Need to Provide
We keep your involvement minimal, but you'll need to have these ready.
Xero advisor invite, QuickBooks accountant access, or shared login for legacy systems. Whatever you use, we work with it.
Bank statements, invoice files, expense receipts. Shared via your preferred method (cloud folder, accounting software, secure email).
One person from your firm for queries and feedback. Usually the partner or manager responsible for the clients in scope.