Work that stands
up to review.
Agreed requirements. Supporting evidence. Conclusions checked and signed off by a qualified CA.
QUALITY, WITH SUBSTANCEOutsourced professional services
We take ownership
of the work.
You own the
client relationship.
Accounting, audit, tax and finance assignments, completed for accounting and audit firms. Reviewed and signed off by a vetted, qualified Chartered Accountant.
An agreed scope. A predefined fee. A clear delivery date.
THE POCKET OPS01 / DELIVERY
From your desk, to ours.Your next
Your next
assignment.
Taken care of.
The workDefined together
The fee & dateAgreed upfront
The responsibilityOurs to deliver
Qualified CA reviewProfessional judgement, built in.
PREPAREREVIEWDELIVER
01 — A familiar challenge
The work keeps coming.
Capacity doesn’t always follow.
A deadline approaches. Your team is already committed. You need the work completed properly, without taking your attention away from the client.
Buy capacity. Or buy completed work.
See how The Pocket OPS compares with hiring, temporary staff and software or AI tools.
Swipe to compare the approaches
| What matters to your firm | Capacity-led optionsHiring · Temporary staff · Software & AI | The Pocket OPSA defined assignment, taken care of. |
|---|---|---|
| What you buy | People’s time or tools to support your team. | A completed, professionally reviewed deliverable. |
| Managing preparation | Your firm coordinates the people, tools and workflow. | We manage preparation and the agreed work through to completion. |
| Professional review | Your firm arranges the required review and sign-off. | Review and sign-off by a vetted, qualified CA are included. |
| Pricing | Salaries, staffing costs or software subscriptions. | A predefined fee for the agreed scope. |
| Delivery | Your firm plans and manages completion. | An agreed delivery date for the defined deliverable. |
| Your involvement | Work allocation, supervision and review within your firm. | Scope approval, inputs, necessary decisions and acceptance. |
This comparison describes typical arrangements when adding people or tools to your firm. Other outsourcing providers may also offer managed delivery, fixed fees and professional review; responsibilities vary by provider and agreement. For audit work, your firm retains engagement oversight, final review and responsibility for the audit opinion.
The Pocket OPS approach
One assignment.
A clear agreement.
Agreed scope. Predefined fee. A clear delivery date. Vetted CA review.
02 — Work we take on
What would you like
off your team’s desk?
Four disciplines. One commitment to the completed assignment.
Accounting / A clear set of numbers
From records
to completed accounts.
Accounts preparation, reconciliations and supporting schedules, brought together in the format your firm needs.
- Financial statement preparation
- Bank and balance-sheet reconciliations
- Supporting schedules and open matters
THE POCKET OPSILLUSTRATIVE HANDOVER
Your firm receives
Accounting
completion pack
01Prepared accounts & schedules
02Supporting reconciliations
03Findings & outstanding matters
04Documented CA review
Reviewed before handover
Signed off by a qualified CA with relevant expertise.
Agreed format. Clear conclusions.
Every assignment is scoped for your requirements, jurisdiction and the relevant professional expertise. Examples illustrate the proposed deliverables.
03 — What ownership means
What you can
count on.
Work that stands
Fewer loose ends
on your desk.
We identify inputs upfront, bring questions together and manage preparation and in-scope corrections.
LESS BACK AND FORTHA date you can
plan around.
We agree the deadline and required inputs at the start, and raise anything affecting delivery early.
TIMELY DELIVERYA fee you know
before we start.
A predefined fee for the agreed scope. Any changes are discussed and agreed before additional work.
COST CERTAINTY04 — From brief to delivery
A clear agreement.
A completed assignment.
Start with one piece of work. Here’s how we take it forward.
- 01
Let’s understand
the work.A discovery call to discuss your needs, your deadline and what a successful handover looks like.
DISCOVERY - 02
Put the agreement
in writing.Scope, outputs, fee, delivery date and acceptance requirements are set out in the engagement letter.
ENGAGEMENT - 03
Share what
we need.We confirm the required records and agree how your firm will provide information securely.
INPUTS - 04
We take the
work forward.We manage preparation through to completion, contacting you when information or a decision is needed.
PREPARATION - 05
Professional
judgement, applied.A vetted South African Chartered Accountant with relevant expertise reviews and signs off the deliverable.
CA REVIEW - 06
Receive the
completed work.Your agreed output, supporting material and review record, with any matters needing your attention identified.
HANDOVER - 07
Pay on satisfactory
delivery.We resolve in-scope review points. Payment follows acceptance against the requirements agreed at the start.
ACCEPTANCE & PAYMENT - 08
Bring us the
next assignment.When more work needs completing, you have a delivery partner who already understands your firm.
AND AGAIN, WHEN YOU NEED US
05 — About & founders
The people behind
the partnership.
The Pocket OPS helps firms turn defined accounting, audit, tax and finance assignments into completed, professionally reviewed work. Meet our founders and explore their professional backgrounds.
Based in South Africa. Serving the world.Co-founder
Rudi Witkowsky
CA(SA)
Co-founder
Muhammad Ismail Yousuf
CA(SA)
Co-founder
Tobela Pio Mthelelo
CA(SA), RA
06 — Before we begin
A few things
worth knowing.
Clear expectations make a better working relationship.
What exactly are we buying?
A completed professional assignment for an agreed fee. We manage the preparation and professional review needed to deliver it, with scope, outputs and acceptance requirements agreed upfront.
Who reviews and signs off the work?
A vetted South African Chartered Accountant with expertise relevant to the assignment. We confirm the work and jurisdiction are a fit before accepting it. For audit work, our sign-off covers our deliverable; your firm retains engagement oversight, final review and responsibility for the audit opinion.
Can you work to our format and methodology?
We agree your required format, methodology, procedures and supporting evidence during scoping. This lets your team assess the proposed handover before committing to the assignment.
How much involvement will you need from us?
We identify the inputs at the start and consolidate questions where possible. Your firm provides missing information and makes decisions that remain with the engagement. We manage preparation, review and corrections within our agreed scope.
Security and confidentiality: how is client information protected?
Secure document sharing. Client documents are shared through a secure portal.
NDA as standard. A confidentiality agreement is signed before any client information is shared.
GDPR and POPIA alignment. We operate in line with the requirements of UK GDPR, EU GDPR and South Africa’s Protection of Personal Information Act (POPIA), as applicable to the assignment. For UK or EU assignments involving access to personal data from South Africa, we put the required data-processing terms and international-transfer safeguards in place before that access begins.
How do we use AI, and what safeguards apply?
Professional review. AI supports preparation. A qualified Chartered Accountant with relevant expertise checks the supporting evidence, challenges conclusions and resolves review points before signing off the deliverable. Professional judgement and responsibility remain with people.
Governance of AI use. Permitted AI tools, access and processing arrangements are documented for the assignment, including restrictions your firm places on AI use. Our security and confidentiality approach applies to AI-assisted work too.
For audit work, our sign-off covers our deliverable. Your firm retains engagement oversight, final review and responsibility for the audit opinion.
Do you hold professional indemnity insurance?
We hold professional indemnity insurance, subject to policy terms. Each party’s responsibilities and liability limits are set out in our engagement letter.
What if the scope changes or the work needs correction?
We agree acceptance requirements and correction terms upfront. In-scope review points are resolved as part of delivery. Changes to scope, inputs, price or timing are discussed and agreed before additional work begins.
One assignment is a good place to start.
What’s waiting
on your desk?
Tell us what needs completing. Together, we’ll establish the scope, the date and the fee.
How would you like to start?
We’ll help clarify the scope, timing and fee.