What a Desk Engagement is
A Desk Engagement is the formal operating arrangement under which a TRAKYTT Desk is delivered.
It defines:
- scope of work
- capacity allocation
- operating boundaries
- responsibilities on both sides
Desk Engagements are capacity-based, not task-based, and are designed to integrate into your firm’s existing operating model.
Engagement structure
Each Desk Engagement includes:
- a defined desk size (40, 80, or 160 hours per month)
- agreed workflows and submission processes
- documented scope and exclusions
- reporting and visibility standards
- communication and escalation paths
All terms are confirmed before work begins.
Capacity-based delivery
Desk Engagements are structured around available capacity, not individual job pricing.
This means:
- hours are pooled and shared across your client base
- work is prioritised according to agreed rules
- capacity is consumed by actual effort, not perceived task size
This model avoids micro-scoping, rework disputes, and silent over-servicing.
Scope definition
Scope is defined during discovery and documented as part of the engagement.
Scope typically includes:
- routine bookkeeping and validation activities
- structured working papers
- exception identification and flagging
- progress notes and reporting
Scope explicitly excludes:
- professional judgement
- tax advice
- review and sign-off
- lodgement responsibilities
Anything outside agreed scope is identified and discussed before action is taken.
Workflow and submission rules
Desk Engagements operate under agreed workflows.
Your firm is responsible for:
- submitting work through agreed channels
- providing required source documents
- maintaining client-level context
TRAKYTT is responsible for:
- processing work according to defined standards
- validating inputs before ledger entry
- flagging issues and exceptions clearly
Unstructured or incomplete submissions may impact delivery efficiency and are surfaced transparently.
Reporting and visibility
Each Desk Engagement includes clear visibility into:
- work completed
- hours consumed
- exceptions raised
- outstanding items
Reporting cadence and format are agreed upfront to align with your firm’s review process.
Nothing is hidden.
Nothing is silently corrected.
Adjusting capacity
Desk capacity can be adjusted as requirements change.
Adjustments are typically made:
- when client numbers increase
- when transaction volumes shift
- when document quality changes
Capacity changes are discussed, confirmed, and documented — never assumed.
Commercial terms
Desk Engagements are:
- monthly
- scoped following discovery
- priced according to real-world workload
Pricing reflects:
- volume
- complexity
- document consistency
This ensures fair pricing, sufficient capacity, and no surprises.
When a Desk Engagement is not a fit
A Desk Engagement may not be suitable where:
- workflows are undefined
- source documents are consistently incomplete
- professional judgement is expected at the processing stage
- work volumes fluctuate unpredictably without notice
These conditions are identified early during discovery.
How to start
Desk Engagements begin with a short discovery discussion.
This allows both sides to confirm:
- suitability
- scope
- capacity
- operating expectations
Only engagements that can be delivered cleanly and predictably are accepted.
Bookkeeping capacity and validation infrastructure for accounting and bookkeeping firms.
Delivered through structured desk engagements, powered by the TRAKYTT platform.
Capacity. Structure. Correctness — before the ledger.
Contact TRAKYTT