Contact
Start a conversation.
No pitch deck, no discovery funnel. A direct reply from the person who would be preparing your files.
Useful things to include
- The kind of work you're considering sending — bookkeeping, compilation prep, T2, or a mix.
- Roughly how many files, and the software they sit in (QuickBooks Online, Desktop, or Xero).
- Any security or due-diligence requirements your firm applies to external providers.
None of this is required to get a reply. It just means the first response can be specific instead of generic.
What happens next
A short call to understand the work, a written scope and turnaround for two or three files, and a mutual NDA in place before anything moves. If it isn't a fit, you'll get a straight answer rather than a follow-up sequence.