Delivery model

One visible workflow.
Preparation moves. Review stays.

Eight controlled stages from scope to secure handoff.

01DISCOVERY

Define the workflow.

Choose one repeatable accounting process, its owner, inputs and review point.

CPA firm + OutfinxMapped scope
OutfinxWorkflow live
CPA
OF
QA
✓
Daily rhythm

Every task has a status.

Visual movement instead of invisible queues.

08:3001Receive
09:0002Assign
11:3003Prepare
15:0004Review
17:3005Deliver
PREPQACPA✓
Review gates

Control stays with the firm.

Preparation, internal QA and final firm review remain separate, visible gates.

Discuss your workflow ↗