Clients

We work with firms and finance teams that want dependable offshore capacity without giving up control of the work. Choose the engagement model that fits.

Who we work with

Accounting and CPA firms

Audit, tax and reporting support that fits into your engagement process, with your reviewers in control.

See services

Fund managers and fund accountants

Month-end accounting, investor reporting, audit support and regulatory filing support for hedge funds, private equity, venture funds and funds of funds.

See fund services

Private equity and deal teams

Financial due diligence, quality of earnings and valuation work for buyers, sellers, lenders and advisers.

See transaction services

Finance teams and CFO offices

Bookkeeping, reporting, tax and planning support that adds capacity to an in-house finance function.

See finance operations services

Engagement models

Three ways to work with us. We do not publish rate cards. We confirm fees in writing when we scope the work.

Managed service

We manage the resources and deliver the agreed outputs. You review the results.

Best for: Firms and finance teams that want predictable output without managing staff.
How fees work: Fixed monthly fee per entity, location or deliverable.
Commitment: Recurring, with a minimum term agreed at scoping.
Onboarding: Standard onboarding, agreed at scoping.

Dedicated team

A team that works only on your engagements, as an extension of your own. You can interview and select team members.

Best for: Firms building a long-term offshore delivery capability.
How fees work: Fixed monthly cost per full-time equivalent (FTE).
Commitment: Long term, with a minimum term agreed at scoping.
Onboarding: The longest of the three, because you help select the team.

Seasonal and on-demand

Temporary capacity for busy seasons or specific projects.

Best for: Firms that need peak-period support without a long-term commitment.
How fees work: Fixed cost per FTE for the busy season, a fixed price per project, or hourly.
Commitment: Limited to the busy season or the project scope.
Onboarding: The fastest of the three.

Plan ahead for peak periods

Tax and audit calendars drive demand for US firms. Starting onboarding before your peak lets the team learn your templates and review preferences before volume arrives.

Tell us your calendar and expected volume, and we will plan capacity around it.

Not sure which model fits?

Tell us about your engagement and we will recommend one.

Talk to us