Most outsourcing regret comes from skipping the pilot: vague scope, no turnaround SLA, and no reopen-rate baseline before busy season.
PJRJ scopes a small client cohort first. You keep partner review and client contact. We prep under agreed SOPs — software-agnostic within the stacks we scope, white-label when you want capacity under your brand.
Who this is for
- US CPA firms trying India capacity for the first time
- Practices switching providers after quality or attrition issues
- Ops leaders who need written KPIs before committing volume
- Firms adding white-label CAS or seasonal overflow
How we work
- 01
Discovery (scope and stack)
Agree services (bookkeeping, white-label CAS, tax prep, audit support), software access model, client cohort size, and what stays in the US for partner review.
- 02
Paid pilot with KPIs
Run 4–8 weeks on a defined set of clients. Track turnaround, rework rate, reopen rate, and exception escalation — then hold a review call before expanding.
- 03
Scale with control
Add volume or services only after KPIs hold. Expand SOPs, naming rules, and reviewer queues — not headcount slogans.
What you receive
- Written pilot scope and access checklist
- KPI starter set (turnaround, rework, reopen rate)
- Weekly exception log during the pilot
- Go / no-go recommendation before scale
Common questions
Direct answers for searchers and answer engines
A paid pilot funds real SOPs, named reviewers, and honest KPI tracking. Free trials often skip the operating discipline that makes outsourcing work.
Start with turnaround vs close calendar, reopen rate after partner review, rework hours, and exception escalation time. Add quality notes your reviewers already care about.
Yes. Client-facing brand and review stay with your firm. Contracts and NDAs still name the delivery partner as required.
WhatsApp +91-8882913461 with software stack, monthly client volume, and whether bookkeeping, tax prep, or audit support is in the first cohort.