Our Process
From First Call to Fully Onboarded — A Predictable Path
A structured five-step onboarding, documented SLAs, and three engagement models. Fully productive in 4–6 weeks.
Onboarding
Our 5-Step Path to Go-Live
Every engagement follows the same rigorous process — no surprises.
- Day 1
1. Discovery Call
30-minute call to understand your firm's workflow, software stack, client volume, and seasonality.
- Requirements captured
- Scope defined
- NDA signed
1 - Days 2–4
2. Tailored Proposal
Written scope of work, engagement model, SLA commitments, and transparent per-hour or per-return pricing.
- Signed MSA
- Kick-off scheduled
- Team profiles shared
2 - Weeks 1–2
3. Team Onboarding
Dedicated CA team assigned. Trained on your workflows, templates, chart of accounts, and review standards.
- Named team assigned
- Software access provisioned
- SOP documented
3 - Weeks 3–4
4. Parallel Run
Trial period with dual checking — your team validates every offshore output before it reaches the client.
- First deliverables shipped
- Quality baseline set
- Feedback loop closed
4 - Week 5+
5. Go Live
Full production with SLA monitoring. Monthly engagement reviews and quarterly business reviews.
- Full production
- SLA reporting live
- Continuous improvement
5
Service Level Agreements
What We Commit To — In Writing
Every engagement includes documented SLAs measured monthly.
Tax returns, monthly management accounts, and reconciliations.
Two-level review with named senior CA reviewer on every job.
Guaranteed real-time overlap with both US Eastern and UK time zones.
Team scaled up during tax season deadlines under existing MSA.
Engagement Models
Three Ways to Work With Us
Pick the model that matches your firm's volume, seasonality, and budget.
Dedicated
A named team, month after month.
- Named CA(s) working only on your account
- Predictable monthly fee
- Direct Slack / WhatsApp / Teams access
- Ideal for 160+ hours/month
Project-Based
Scoped work, fixed price.
- Specific deliverables per engagement
- Fixed price or per-return billing
- Perfect for tax season surge
- No long-term commitment
Hybrid
Best of both.
- Baseline dedicated resource
- Surge capacity on demand
- Flex up during peaks
- Scale down in quiet months
Ready to Scale Your Firm Without Scaling Your Headcount?
Book a no-obligation 30-minute discovery call. No commitment, no pressure — just a conversation about how we can help.
Prefer email? Write to us at Info@accountingallygroup.com