--- title: "Five ways to work with us" description: "Five ways to work with LedgerBPO: dedicated accountant or agent, firm capacity pod, managed function, fixed-scope project, co-managed desk." url: https://ledgerbpo.com/how-it-works/engagement-models/ updated: 2026-09-11 publisher: LedgerBPO (SS Support Network LLC) language: en-US --- # Five ways to work with us LedgerBPO’s accounting outsourcing engagement models are: a dedicated accountant or billing agent, a books-and-billing bundle by transaction band, an AR or BillingLine desk, a firm capacity pod, a fixed-scope project and a co-managed desk for in-house teams. Every model comes with a backup and a team lead, runs month-to-month and is quoted to your volume and scope. - Six models - Backup and team lead in every one - Month-to-month - No setup fee Updated September 2026 ## At a glance | Model | Built for | What it looks like | How it is priced | | --- | --- | --- | --- | | Dedicated accountant or agent | SMBs and mid-market | Named full-time or part-time accountant or billing agent, plus backup and team lead, in your hours | Per dedicated person per month | | Books and billing bundle | Small businesses | Bookkeeping, invoicing, AR follow-up, reconciliation and monthly close, priced by transaction band | Flat monthly fee by band | | AR desk or BillingLine desk | Any business with receivables | Invoicing, dunning, first-party calls and cash application as a shared desk | Per agent-hour, per invoice or per call | | Firm capacity pod | Accounting and CPA firms | Two to ten accountants plus a lead, under your brand, with seasonal flex | Per seat per month | | Fixed-scope project | Any | Catch-up, clean-up, migration or chart-of-accounts rebuild, quoted after a file review | Fixed quote per project or per back month | | Co-managed desk | In-house finance and billing teams | Overflow agents, evening coverage and catch-up capacity inside your process and tools | Per agent-hour | Pricing depends on volume and scope. Get a custom quote within 1 business day. No setup fee, month-to-month. 01 ## Dedicated accountant or agent **Best when:** You want one person who knows your business, in your hours. Full-time (about 160 hours) or part-time (about 80 hours) per month, plus backup and team lead. Scope can span bookkeeping, AR, AP and close. **Less suited when:** Very low volumes where a bundle is cheaper. 02 ## Books and billing bundle **Best when:** A small business that wants the books, invoices and collections done for a flat fee. Bookkeeping, invoicing, reminders, reconciliation and monthly close, priced by transaction band; reviewed quarterly. **Less suited when:** Businesses with heavy call volume, which suits a desk. 03 ## AR desk or BillingLine desk **Best when:** Receivables or billing questions are the pain, not the ledger. Shared desk with named agents: reminders, first-party calls, help desk, cash application; per agent-hour, per invoice or per call. **Less suited when:** When you need a full close as well; combine with a bundle. 04 ## Firm capacity pod **Best when:** Accounting firms adding seats under their own brand. Two to ten accountants plus a lead, per seat per month, with seasonal flex and Two-Tier Review. **Less suited when:** Firms wanting a single part-time resource; start with task-based work. 05 ## Fixed-scope project **Best when:** Catch-up, clean-up, migration or chart-of-accounts rebuild. Quoted after a file review, per project or per back month, with a defined finish line. **Less suited when:** Ongoing needs; projects hand over to a monthly model. 06 ## Co-managed desk **Best when:** In-house teams that need overflow, evenings or a backlog cleared. Agents inside your tools and process, per agent-hour, with one shared report. **Less suited when:** When you want to hand the function over entirely. ## Frequently asked questions ### Can I mix models? Yes. A common shape is a books-and-billing bundle plus an AR desk for calls, or a firm pod plus a fixed project for a backlog. The quote shows each part separately so you can see what you are paying for. ### What is included with every model? A named lead contact, a trained backup, Two-Tier Review on deliverables, the LedgerDesk portal, weekly status notes, month-to-month terms and no setup fee. ### How do I change model later? With a month’s notice. Bundles move between bands on quarterly volume reviews; desks and pods add or remove seats; projects convert to a monthly model when they finish. ### Do you offer a pilot? Pilots are scoped inside the custom quote, typically a defined batch of work or a handful of files over one cycle. Terms are confirmed in writing before the pilot starts. Next step ## Books closed. Invoices paid. Every month. Tell us what is going on with your books or billing. You will hear from a named person within 1 business day, with a custom quote and a plan for the first close. - Reply from a named person within 1 business day - No setup fee, month-to-month - Your software, your data, no lock-in Start with a custom quote [Get a custom quote](https://ledgerbpo.com/get-a-quote/) [Book a 20-minute call](https://ledgerbpo.com/book-a-call/) Or call [+1-657-777-0006](tel:+16577770006) during US, UK or Australian business hours. --- Source: https://ledgerbpo.com/how-it-works/engagement-models/ · Contact: https://ledgerbpo.com/contact/ · Full site map for agents: https://ledgerbpo.com/llms.txt