Capacity for your firm, without adding headcount.
Audit workpapers, bookkeeping and back-office work, reviewed in-house and delivered under your firm’s name.
Busy season shouldn’t decide which clients you can take on.
Hiring is slow, and partners end up preparing work they should be reviewing.
We take on preparation; you keep the client, the judgement and the sign-off.
Work we take on for firms.
In your format, to your standards, reviewed before your team sees it.
Audit and assurance support
- Audit workpapers on your templates
- Lead schedules, tie-outs and roll-forwards
- Bank and balance confirmation tracking
- Fixed asset, prepaid and accrual schedules
- Sampling support and documentation
- Financial statement drafting support
Accounting and back office
- Client bookkeeping and month-end close
- Payroll processing support
- Engagement-ready file organisation
- White-label Monthly Reporting packs
We prepare; you sign. Your firm keeps professional responsibility. We don’t issue opinions, sign returns or take independence-restricted work.
Your software, your templates, your review.
Your workflow doesn’t change to fit us.
- Inside your firm’s systems, through accounts you control.
- Your templates and tickmarks, in a written procedures file.
- A LedgerShore preparer and reviewer on every file.
- A shared tracker, so you never have to chase.
How a file moves through the tracker
- Received
File and prior-year papers arrive.
- In preparation
Worked to your template and checklist.
- LedgerShore review
A second accountant clears every note.
- Sent to your firm
Ready for your reviewer, with a handover note.
Scale up for busy season. Scale back after.
Reviewed capacity when deadlines need it, on terms agreed up front.
Seasonal capacity
Extra capacity for peak months, such as January to April.
Per-file overflow
Individual files when your team is full, priced per file.
White-label by default. Your clients’ data stays with you.
- An NDA with your firm and confidentiality agreements with every team member.
- Access only through accounts or desktops your firm controls.
- Client data is never stored on personal devices or local drives.
- A data processing agreement, available on request.
Try us on a small batch of files before you commit.
Real work under NDA, prepared to your standards. You review it, then decide.
What your firm gets from the pilot
- A review-note log for every file
- A debrief call on the files and notes
- A written proposal for the season, if you want one
Questions partners ask us
Need something in writing for your quality management file? Ask us.
Who signs off on the work?
Your firm does. We prepare; you sign. You keep professional responsibility, independence and final review. Our preparer and reviewer check every file first.
Do you work in our audit software?
We work inside your firm’s systems, through accounts you control, following your templates and tickmark conventions.
What’s your turnaround in busy season?
Agreed per file type before the season, and planned against your deadline calendar.
How do you handle review notes?
Every note is logged and cleared, our reviewer checks the fix, and recurring notes go into your procedures file.
How is pricing structured?
A fixed monthly fee for client bookkeeping, or a fixed fee per file for busy-season and overflow work, agreed in writing. Engagement Models.