Who we work with · Professional firms

The practice you can hand a client to

Lawyers, fiduciary service providers, and corporate administrators bring us in when a client needs statutory accounts, an AML file that holds up, or an audit-ready file — without you having to manage the accounting yourself.

How referrals work

You stay the relationship owner for whatever you already handle — legal advice, fiduciary services, corporate secretarial. We take on the accounting, AML, and audit-coordination file, working directly with your client and reporting back to you as needed.

What we handle vs. what stays with you

Arm yourself with something to point at

Send a client here directly, or to our audit-coordination boundary page if the question is about who signs what. Both are written to be handed over as-is.