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The process

From first call to a working accountant — in days, not months

No job postings, no recruiter fees, no 6-week onboarding. Here's exactly how an OPS-Automate placement runs, and what you'll see in your inbox every single working day.

Discovery call (20 minutes)

We map your stack — QuickBooks or Xero, practice management, document tools — your client mix, and the recurring tasks you want off your team's plate. From this we write the role's daily KPI sheet.

Matching from our pool

We match a trained junior accountant whose experience fits your stack. You can interview them before work starts. Because we place from an existing bench, this takes days.

Onboarding week

Access is set up under credentials you control. Your success manager documents your workflows, and the accountant starts on real files with tight QA on every output.

Steady state

Mon–Fri, 9AM–5PM in your time zone. Time Doctor runs the full shift. The success manager QA-checks daily output and emails you a KPI progress report at end of day.

Daily rhythm

What lands in your inbox every working day

Morning

Queue confirmed

The day's task list, agreed against your priorities — so you're never wondering what's being worked on.

All day

Tracked, supervised work

Time Doctor logs the full 8 hours with activity monitoring. The success manager spot-checks output as it's produced, not after problems compound.

End of day

KPI progress email

Tasks completed, files touched, exceptions flagged for your attention, and tomorrow's queue. A one-minute read that replaces an hour of supervision.

The 30-day proof period

We don't take advance payment. Your accountant works your files for a full 30 days first. On day 30, you make one decision:

  • Satisfied — your first invoice arrives, the engagement continues month-to-month at the same flat $950.
  • Not satisfied — you owe nothing for the month, and we part ways or swap in a different accountant.

If the fit isn't right — ever

People-fit is real. If your accountant isn't clicking with your workflow at any point in the engagement:

  • Immediate replacement from our trained pool — no recruiting cycle, no additional cost.
  • Handover managed by us. Your success manager transfers documented workflows to the new accountant so you don't re-train from zero.

Try a dedicated junior accountant free for 30 days

No upfront payment. No contract lock-in. Your first invoice arrives after 30 days of completed work — and you only pay it if you're satisfied.