Engagement
Advisor co-review retainer
Recurring desk capacity for accounting firms and corporate advisors who need a steady second read on client application packs.
Who this is for
Boutique accounting practices and consulting advisors in Taiwan who regularly assemble client loan or grant dossiers and want overflow review capacity without hiring a full-time specialist.
Result you can expect
Predictable turnaround for a fixed monthly volume of pages, with the same reviewers learning your house style over successive packs.
What the review covers
Retainers reserve review hours each month; unused hours do not roll beyond one month unless agreed in writing.
Included
- Reserved review hours each calendar month
- Shared intake checklist tailored to your firm’s pack format
- Brief written notes suitable to share with your client
Outside this engagement
- Client-facing presentation unless separately arranged
- Work that converts into a statutory audit
How the engagement runs
We onboard your pack conventions once, then run each dossier through the reserved hours.
-
1
Retainer setup
We agree monthly hours, rush rules, and file naming so handoffs stay clean.
-
2
Ongoing reviews
Your team uploads packs against the reserved capacity; we return notes within the agreed SLA.
-
3
Monthly debrief
A short call captures recurring error patterns across your client base.
Need overflow capacity for application season?
Describe your typical monthly volume and pack length — we will propose a retainer band.