Flexible Engagement Models That Help You Scale Faster
Get the right level of outsourcing whether you need a dedicated team, scalable capacity, or outcome-driven delivery.
Get Your Custom Engagement Plan
Save up to 50%
on staffing costs
Scale up (or down)
without hiring risk
Work with accountants
trained on US standards
Fully secure, SOC 2
compliant delivery
Not Every Firm Needs the Same Engagement Model
- Some firms need control
- Some need flexibility
- Some just want outcomes;
without managing teams
We help you choose the right model based on:
- Your workload consistency
- Your growth plans
- How much control you want
- Your cost priorities
No generic setups. Only what works for your firm.
Our Engagement Models
Choose How You Want to Work with QX
Dedicated Staffing Model
(FTE / Offshore Team)
Best for: Firms scaling long-term
What you get:
- Dedicated accountants working only for your firm
- Full control over tasks and workflows
- Direct communication + regular reporting
Why it works:
- Predictable monthly cost
- Build capacity without hiring
- Seamless extension of your team
Use this if: you want full control + consistent capacity
Managed Outsourcing
(End-to-End Delivery)
Best for: Firms that want outcomes without managing teams
What you get:
- QX manages entire processes
- Defined SLAs, KPIs, and timelines
- Output delivered consistently
Why it works:
- No operational overhead
- More time for advisory work
- Reliable delivery at scale
Use this if: you prefer outcomes over managing people
Transaction Based Model
(Flex + Performance)
Best for: Firms with variable workloads
What you get:
- Pay based on volume OR defined deliverables
- Flexible scaling based on workload
- Option to align pricing with SLAs/output
Why it works:
- No fixed cost commitments
- Pay only for actual work delivered
- Clear cost visibility tied to output
Use this if: your workload fluctuates or you want output-linked pricing
Tax Model
(Structured Seasonal Support)
Imp: Ad-hoc support is for tax only and strictly structured.
What you get:
- Pricing per tax return
- Minimum 100 returns
- Defined workflows and QC layers
Why it works:
- Predictable delivery without long-term commitments
- Dedicated resources aligned to your review process
- Flexibility to scale support up or down as demand shifts
Use this if: you need seasonal tax capacity only
Outcome Based Model
(Growth & Fee-Sharing Partnership)
Best for: Firms focused on growth + revenue expansion
What you get:
- QX supports delivery while you grow revenue
- Pricing tied to a share of client fees / revenue
- Shared risk and upside
Why it works:
- Lower upfront investment
- Aligns incentives with your growth
- Enables faster scaling without cost pressure
Use this if: you want a growth partner, not just a vendor
Model Comparison
| Model | Best For | Pricing Type | Flexibility | Control |
|---|---|---|---|---|
| Dedicated (FTE) | Long-term scaling | Monthly | Medium | High |
| Managed Outsourcing | End-to-end delivery | SLA-based | Medium | Low |
| Transaction | Variable or output-driven work | Volume / Output-based | High | Medium |
| Outcome based | Growth-focused firms | Revenue share | Medium | Low |
| Tax Model | Seasonal Tax | Per Return | High | Medium |
Start Here
What matters more to you?
Full control over
your team
No team management
just outcomes
Help with fluctuating
workload
Focus on growth
not cost
Only tax season
support
Trust Builders
- Dedicated account management with US-trained accounting professionals
- Daily, weekly, and monthly reporting with SLA-based visibility
- Ability to scale teams up or down based on workload requirements
- SOC 2 compliant delivery with GDPR-aligned data protection processes
- Secure workflows with role-based access controls and confidentiality measures
FAQs
You can find your firm-appropriate engagement model by examining these three things: how consistent your workload is, how much control you want, and how you prefer to pay.
- Choose the Dedicated (FTE) model if you want full control and long-term capacity
- Go with the Managed Outsourcing if you want outcomes without managing teams
- Select the Transaction-based model if your workload fluctuates
- Tick the Outcome-based model if you want to align costs with revenue growth
In a dedicated staffing model, you get full-time offshore accountants who work exclusively for your firm, giving you complete control over tasks and workflows.
In managed outsourcing, QX takes ownership of entire processes with defined SLAs and KPIs, so you don’t have to manage teams.
In short,
For control and team extension- go with the dedicated model
For outcomes with no operational overhead- go with the managed outsourcing model.
QXAS structures engagement models to support this flexibility without disrupting workflows.
Pricing is aligned to the way you want to operate:
- Dedicated (FTE): Fixed monthly cost per resource
- Managed Outsourcing: SLA or process-based pricing
- Transaction model: Pay per task, volume, or output
- Outcome-based model: Fee-sharing or revenue-linked pricing
- Tax model: Per return pricing (typically at scale)
This ensures you only pay for the level of control, flexibility, or outcomes you need.
Yes. QXAS operates with SOC 2-compliant processes, secure infrastructure, and role-based access controls.
Teams are trained on US accounting standards, and workflows include defined quality checks and reporting layers.
This ensures both data security and delivery accuracy, even at scale.
Once you have selected a model best fitted to your firm, you can conenct with your team.
Our team of experts will define a structured onboarding process that includes:
- Workflow alignment with your existing systems
- SLA and reporting setup
- Dedicated point of contact or delivery team
- Transition plan for ongoing work
The goal is to ensure minimal disruption and fast ramp-up, so you start seeing value quickly.
Get the Right Engagement Model for Your Firm
Stop overpaying. Stop over-hiring.
Start scaling with the right model.
