For accounting firms & advisors
Your relationships.
More possibilities.
Explore specialist SR&ED, funding, and financial operations support that complements your practice and the clients you serve.
Specialist support alongside your practice
A client needs more support.
You need a clear way to bring it in.
Explore Greenlight support for SR&ED coordination, financing readiness or financial operations while keeping the client relationship and division of work clear.
Discuss a client need ↗A conversation, then a clear scope
Need specialist support alongside your practice?
Discuss the fit
Identify where clients need additional support and where your firm wants to remain directly involved.
Agree on responsibilities
Define scope, client consent, information sharing, communication, and commercial terms before an engagement.
Coordinate the work
Set a practical handoff and review process so your team and your client know who is responsible for each next step.
A coordinated client experience
Make the handoffs as clear as the scope.
Responsibilities are agreed for each engagement. These are the questions to settle together.
Your practice
Which advisory, tax and financial-statement responsibilities do you retain? Who reviews the outputs and stays in touch with the client?
Greenlight
Which specialist tasks, deliverables and follow-up responsibilities fall within the agreed engagement?
Your client
Who authorises the work, provides the records and approves decisions? How will information be shared through an agreed process?
Explore a workable client partnership.
Tell us about your practice, the client need and the responsibilities you want to retain.