Delivery model
Seven steps, five named roles, and a written evaluation before anything scales. This is the whole process, including the parts that slow us down on purpose.
The seven-step process
No step is skipped for speed. A firm that wants to start next week starts at step one next week.
Identify the service line, volume, timing, bottlenecks, and required experience level. No proposal is issued before this conversation.
What you receive
Accountability model
Who communicates with your firm, who reviews the work, who resolves technical issues, and who approves final delivery.
Owns the commercial relationship and the CPA firm's single point of contact.
Scope, cadence, escalation path, scaling decisions. Present before, during, and after the pilot.
Communication
Frequency and format are set at workflow mapping — typically a written status against the agreed schedule, plus a standing call during peak periods.
Routed to the engagement manager and technical reviewer first. Only questions requiring your professional judgement reach your team.
A named escalation path with a defined response window, agreed before launch and used rather than improvised.
Engagement models
Every model runs through the same seven steps. Scope, volume, experience level, turnaround, and review needs determine team shape and commercial terms; rates are quoted after discovery.
Prove the workflow before you commit to it.
A limited-scope engagement used to evaluate workflow fit, communication, documentation quality, and turnaround. Success criteria are written down before work begins, and the pilot is formally evaluated before anything scales.
A defined team for a defined peak.
A named group supporting tax or audit demand during peak periods. The pod is trained ahead of the season, ramps on an agreed schedule, and stands down on an agreed date.
The same people, every engagement.
Recurring professionals trained in your systems, templates, and review standards. Continuity is the point: the team learns your review preferences and the volume of review notes falls over time.
Specialists for a bounded problem.
Specialists assigned to a defined accounting, reporting, controls, valuation, or research project, with a scoped deliverable and a named technical reviewer.
Software compatibility
| Capability | Status |
|---|---|
| Audit documentation platforms | Named products pending verification |
| Tax preparation software | Named products pending verification |
| General ledger and cloud accounting platforms | Named products pending verification |
| Secure VDI environment | In use |
| Multi-factor authentication | In use |
| BI and reporting dashboards | In use |
| Automated financial close tooling | In use |
| Client secure file transfer | Agreed at workflow mapping |
Specific product names are published only after Shah Teelani confirms current team training and licensing. Until then, software fit is confirmed directly during capacity discovery.
