Why a paid pilot instead of a free trial?

A paid pilot funds real SOPs, named reviewers, and honest KPI tracking. Free trials often skip the operating discipline that makes outsourcing work.

What KPIs should we track?

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.

Can the pilot be white-label?

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.

Accounting Outsourcing Pilot & KPIs | CPA Engagement Model

Accounting Outsourcing Pilot & KPIs

How US CPA firms should run discovery, a paid pilot with KPIs, then scale India CA capacity with PJRJ.

Domestic Services

International Services