How it works
See the work before you commit to it.
Every engagement starts with a small, paid pilot: a defined piece of real work, done in your systems and reviewed through your own process.
Then you decide whether Heritage becomes part of your operating model.
The process
From first call to a working process.
No long implementation exercise is required before you see the work.
Step 1
Start small.
We begin with a short discovery call to understand the work, your systems and your review process.
Step 2
Test the work.
We agree a small paid pilot: for example, a defined set of returns, one month of bookkeeping or a specific reporting assignment.
Step 3
Review it as you normally would.
The work comes back through your existing process. You see exactly what Heritage produces and where additional instruction is required.
Step 4
Scale what works.
If the pilot works, increase the volume, broaden the scope or establish a recurring engagement. If it does not, stop.
Examples
What a pilot can look like.
Small enough to judge, real enough to matter. The exact scope is agreed on the discovery call.
Tax preparation support
A defined set of tax returns
Returns prepared in your software, using your firm's standards and workpapers, ready for your reviewer.
Bookkeeping and monthly close
One month of bookkeeping
One client's books coded, reconciled and closed for a month, delivered as a close package.
Financial reporting and FP&A
A reporting pack
One month's management reporting, built from your accounting data in your existing format.
Advisory and M&A support
A specific transaction schedule
One schedule for a live transaction, such as a working capital analysis, built from the source data and reconciled.
Timeline
What happens, in order.
- 01
Discovery call
Fifteen minutes on the work, your systems and your review process.
- 02
Scope agreed
We agree what the pilot covers, its price, who reviews it and when it is due.
- 03
Access and consents
Named accounts are set up in the systems the work needs. For tax work, any required taxpayer consents are in place first.
- 04
The work
Your Heritage team completes the pilot in your systems.
- 05
Your review
The work comes back through your existing review process.
- 06
Your decision
Scale it, change the scope or stop.
The timing depends on the scope, system access and any required client consents. For a straightforward engagement, onboarding can begin shortly after the discovery call.
Before you start
What we need from you.
A pilot only needs what your own team would need to do the same work.
Before work begins:
- Access to the systems the work needs, with a named account for each Heritage team member
- Your templates, checklists and review standards
- One person on your side who answers questions and reviews the work
- For tax work, any taxpayer consents the engagement requires
We do not require you to replace your templates, software or workflow simply to work with us.
The result
What you have at the end.
A pilot answers one question: what work gets completed, to what standard, by when, and with how much management effort from your team?
When the pilot is complete:
- The finished work, delivered through your review process
- A clear view of what Heritage produced and where more instruction was needed
- The questions raised during the work and how they were resolved
- A proposal for the ongoing scope, if you want to continue
If the pilot works, increase the volume, broaden the scope or establish a recurring engagement. If it does not, stop.
FAQ
Questions about the pilot.
How does the pilot work?
We agree on a small, paid scope.
That might be a defined number of tax returns, one month's bookkeeping, a reporting pack or a specific transaction schedule.
We complete the work in your systems. You review it as you would review work produced by your own team.
You then decide whether to scale, modify the scope or stop.
How quickly can work start?
The timing depends on the scope, system access and any required client consents.
For a straightforward engagement, onboarding can begin shortly after the discovery call.
How is client information protected?
Access is controlled through named user accounts and multifactor authentication. Client information is handled within the systems and environments approved for the engagement.
We define access, responsibilities and applicable consent requirements before work begins.
What happens if the person assigned to us is not the right fit?
We address it directly.
If a team member is not meeting the agreed requirements of the engagement, we can change the resource rather than asking you to manage the staffing problem yourself.
Start with one piece of work.
Fifteen minutes. No presentation required.
Tell us what is taking too much time and we will tell you whether a pilot makes sense, and what it would cover.