Type of firm (SMSF / Tax / BAS / Audit / Advisory)
Volume and complexity of work
Software used (BGL 360, Class, Xero, MYOB, etc.)
Turnaround expectations
Workflow gaps
Compliance risks
Review layers required
Data access and security framework
Communication structure
Dedicated team structure (Junior → Senior → Reviewer)
Defined turnaround times
Workflow SOP documentation
Software access matrix
Escalation protocol
Data security controls
Pricing model (Per fund / Per return / Monthly retainership)
SLA commitments
Confidentiality & data security agreement
Communication frequency (Daily / Weekly / Dashboard reporting)
Trial period (if required)
Work allocation begins immediately
Internal 2-level quality review
Compliance checklist adherence
Regular performance reporting
Feedback loop and process optimisation