Our Service Delivery Models

We offer flexible and scalable service models designed to meet the unique financial needs of businesses. Whether you require standalone services, bundled solutions, or a fully dedicated offshore accounting team, we ensure seamless integration, operational efficiency, and cost-effectiveness.


1. Individual Services

For businesses requiring specific accounting solutions, we provide on-demand standalone services tailored to meet precise financial needs.

Key Features:
  • Services are priced based on the estimated hours required for completion.
  • Option to switch to a monthly retainership model for continuous support.
  • Ideal for businesses with fluctuating workloads or ad hoc accounting needs.
Operational Workflow:
  1. Client Consultation – We assess business requirements, scope of work, and expected timelines.
  2. Service Execution – Our accountants perform the requested service (e.g., bookkeeping, tax filing, payroll processing).
  3. Review & Quality Check – A senior accountant verifies the accuracy of financial data.
  4. Delivery & Feedback – The final output is shared with the client for approval, with revisions as needed.

2. Packaged Services

This model provides businesses with bundled financial services, allowing for a cost-effective and structured approach to accounting.

Key Features:
  • Customizable service packages tailored to operational requirements.
  • Pricing is based on the combined effort required for all services.
  • Available on a monthly retainership basis for consistent financial oversight.
  • Best suited for companies seeking an integrated accounting solution rather than sporadic services.
Operational Workflow:
  1. Needs Assessment – We analyze the client’s financial operations and recommend an optimal package.
  2. Agreement & Onboarding – A service-level agreement (SLA) is established, defining the scope, deliverables, and timelines.
  3. Service Implementation – Dedicated accountants handle routine financial tasks, ensuring timely reporting and compliance.
  4. Ongoing Monitoring & Review – Periodic reviews ensure alignment with business goals, with scope adjustments as needed.
  5. Client Reporting & Consultation – Regular financial reports and performance insights are shared with the client.

3. Dedicated Staff Teams

Designed for Australian CPA firms and businesses with in-house finance teams, our dedicated outsourcing model provides a structured, highly skilled accounting team to manage financial operations.

Key Features:
  • A dedicated offshore team fully integrated with the client’s operations.
  • Multi-tiered structure for efficient workflow and quality assurance.
  • Reduces staffing challenges while maintaining high service quality.
  • Seamless collaboration with in-house teams through cloud-based systems.
Team Structure & Roles:
  • Associate – Manages day-to-day accounting tasks, including reconciliations, data entry, and financial processing.
  • Senior Associate – Reviews and validates financial reports, ensures compliance, and supervises the Associate’s work.
  • Manager – Oversees the team, ensures adherence to client requirements, and liaises with stakeholders for strategic decision-making.
Operational Workflow:
  1. Client Onboarding & Team Allocation
    • Business objectives, accounting workflows, and compliance requirements are discussed.
    • A dedicated team is assigned, with roles clearly defined.
  2. Process Integration & Technology Setup
    • Secure access to accounting software (e.g., Xero, MYOB, QuickBooks) is established.
    • Cloud collaboration tools are set up for seamless communication.
  3. Daily Operations & Workflow Execution
    • The Associate handles transaction processing, bookkeeping, and financial reconciliations.
    • The Senior Associate reviews all work, ensuring accuracy and compliance.
    • The Manager supervises and ensures smooth integration with client operations.
  4. Quality Control & Reporting
    • Weekly/monthly performance reviews assess accuracy and adherence to deadlines.
    • Customised reports are prepared and shared with the client.
  5. Continuous Optimization & Feedback Loop
    • Regular meetings with the client ensure alignment with evolving business needs.
    • Workflow improvements and automation opportunities are identified and implemented.

Why Choose Our Service Delivery Models?

✅ Cost Savings – Reduce overhead costs while accessing top-tier accounting expertise.
✅ Scalability – Easily scale services up or down based on business needs.
✅ Quality Assurance – Multi-tiered review processes ensure accuracy and compliance.
✅ Technology-Driven Approach – Seamless integration with leading accounting software and cloud-based tools.
✅ Dedicated Support – A structured, highly responsive team ensuring timely service delivery.

Get in touch with us today to discuss the right engagement model for your business and receive a customised pricing plan.