Most accountancy practices that consider outsourcing never start. Not because the idea isn't compelling but because the commitment feels too big.
What if the quality isn't right? What if it creates more work, not less? What if the team doesn't understand the clients?
These are reasonable questions. The pilot is designed to answer them without any of the risk.
How it works
You define what success looks like before anything starts. Turnaround time, accuracy standard, format, level of review required: whatever matters to your firm is what we're measured against. We don't set the bar. You do.
There are two ways to structure a pilot:
- A specific task across all your clients. For example, bank reconciliations for your full client list for one month.
- A specific task for a named set of clients. For example, full bookkeeping for three clients across a four-week period.
We agree on the process together before work begins. We map how the work will flow, what you hand over, what comes back, when, and in what format. Nothing starts until both sides are clear on what good looks like.
The outcome
- You review the output against the standard you set.
- If it meets your standard, you pay. If it doesn't, you don't.
- Then you decide: if it works, we talk about a monthly arrangement. If it doesn't, you've lost nothing.
No contract. No long-term commitment. No hiring risk.
Why we structure it this way
A pilot protects you. But it also protects the relationship. It gives us time to align on standards, surface any gaps, and build the working rhythm before volume increases. The practices that get the most from outsourcing are the ones that scaled something that already worked, not the ones that handed over a large volume of work on day one before the feedback loop existed.
The pilot is the shortest possible distance between "I'm interested" and "I know whether this works for my firm."
What a pilot typically covers
- Process mapping. We document how the work currently flows in your firm so we can mirror it exactly.
- Pilot execution. The agreed scope runs to your standard, with daily output updates.
- Review and feedback. We capture what worked, what needs adjusting, and what would make the next month run smoother.
- Decision point. You have everything you need to decide whether to continue.
Most pilots confirm the model works within the first two weeks. Some surface a gap in the process that we fix before scaling. None of them have left a practice worse off than they started.