Surge Staffing for CPA Firms

On-Demand Accounting Professionalsfor Your Busiest Season

Assign vetted experts accounting professionals to any engagement, directly from your Countable platform. No recruiters, no agencies, no overhead.

Your FIRST engagement is on us.
Engagement Dashboard
Live
Thornton Holdings Ltd.
Review
Riverside Dental Group
ReviewFlex
Maple Grove Advisory
TaxFlex
Available Flex Staff
JP
J. Park
CPA · Available
SR
S. Rao
CA · Available
LM
L. Moore
CPA · Available

Not a staffing agency.No recruiters, no hiring, no handoffs.Just on-demand capacity inside your workflow.

Five Steps Inside Countable.

From kickoff to sign-off, each Flex engagement moves through one visible workflow with clear ownership, updates, and review points.

Step 01

15-Minute Flex Onboarding Call

We align on scope, timeline, workflow, and communication preferences. Your plan is activated and pricing is locked in.

Outcome
Scope, timeline, workflow rules, and pricing are confirmed before work starts.
Step 02

File & Resource Allocation

Files are allocated and the right accounting professional is assigned.

Outcome
The engagement is matched to the right Flex professional inside Countable.
Step 03

Dedicated Communication Channel

A Slack channel is opened for updates, questions, and coordination.

Outcome
Updates, blockers, and coordination stay in one visible channel.
Step 04

Planning, Execution & Review

Priorities, deadlines, and review checkpoints are set before delivery.

Outcome
Work advances against agreed priorities with review checkpoints built in.
Step 05

Final Delivery & Sign-Off

Work is delivered for review, with the resource available through sign-off.

Outcome
The file is delivered cleanly, reviewed, and supported through final sign-off.

Scale up for Busy.
Scale Down After.

  • No extra salaries or benefits
  • Pay only when work is assigned
  • Pause Flex anytime
  • Take on more clients without hiring
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
In-House Team
Flex Supplement

Accounting demand is intensely seasonal, March and April see 3 to 4× normal engagement volume. Flex gives you a dial, not a cliff: add capacity precisely when you need it, and pay nothing when you don't.

Everything You Need to Manage Flex Staff

Credential Verified
Every Flex professional has accounting or year-end experience, so they can support engagement work without a long ramp-up.
NDA & Confidentiality
All Flex staff are bound by standard accountant-client confidentiality agreements. Your client data stays yours, period.
Same-Day Matching
For most engagements, you'll have a confirmed Flex professional within 24 hrs of submitting the request.
Unified Billing
One monthly Countable invoice covers your platform subscription and all Flex engagements. No separate agency invoices or billing portals.
Seamless Handoff
Flex professionals work inside your Countable environment. Workpapers, notes, and communications all stay in your system.
Rating & Feedback
Rate each Flex engagement. Preferred professionals can be re-engaged directly for future work, building continuity with your trusted staff pool.

One pricing model. Two ways to use it.

Zero risk. Full flexibility. Monthly pricing stays no-commitment. Annual and Flex volume plans give committed firms a lower per-engagement rate.

Your FIRST engagement is on us.*

Try for yourself. Applies only to compilation and tax engagements.

Pay as you go

Monthly
Flex Lite
Tax only
$479per engagement
Monthly
Flex
Compilations and tax
$629per engagement
Monthly
Flex Pro
Review and tax
$3,099per engagement

Volume · 12, 24, 36, 48 engagements/year

Plan15%Annual20%Flex 1225%Flex 2430%Flex 3635%Flex 48
Flex LiteTax only$439$409$379$359$329
FlexCompilations and tax$579$529$499$479$449
Flex ProReview and tax$2,799$2,599$2,499$2,399$2,299
ROI at a Glance
Average billing based on current resources$0+per engagement
Flex cost$0Flex 24 rate
Net margin$0per engagement kept
ROI

At 100 Flex engagements per year, that's $50,100 in net margin you would have left on the table by turning work away. Flex turns capacity constraints into revenue opportunities.

Frequently Asked Questions

What is Flex?

Flex is an on-demand staffing feature built directly into your Countable platform. It lets CPA firms instantly access vetted accounting professionals and assign them to engagements, no recruiters, no agencies, and no overhead.

Who is Flex built for?

Flex is designed specifically for CPA firms that handle Compilations, Reviews, and Tax engagements and need extra capacity during busy seasons.

How is Flex different from hiring a temp agency?

Unlike temp agencies, Flex is fully integrated into Countable. You skip the calls, contracts, and markups; you simply browse vetted professionals and assign them to work directly from your existing platform.

What are the main benefits of using Flex?
  • Speed, Staff an engagement in minutes, not weeks.
  • Quality, Every professional is vetted and verified.
  • No overhead, No agency fees, recruiter commissions, or long-term commitments.
  • Fully integrated, Works inside your existing Countable workflows.
How does Flex save my firm money?

By removing the middleman entirely. There are no recruiter fees or agency markups, you pay only for the work being done, making it significantly more cost-effective than traditional staffing solutions.

What types of engagements can Flex professionals handle?

Flex supports Compilations, Reviews, and Tax engagements, the core service lines of most CPA practices.

How do I get started with Flex?

If you're already on Countable, Flex is accessible directly from your platform dashboard. Navigate to the Flex section, browse available professionals, and assign one to an open engagement.

How quickly can I have someone working on an engagement?

In most cases, you can have a professional assigned and onboarded to an engagement within the same day.

How are Flex professionals vetted?

All Flex professionals go through a verification process that confirms their relevant experience and suitability for firm engagements before they appear on the platform.

Can I choose which professional works on my engagement?

Yes. You can review profiles and select the professional that best fits the engagement's scope and complexity.

What happens if the work quality doesn't meet my standards?

Countable's platform is built with firm oversight in mind. You retain full review and sign-off control on all work products. The Flex professional supports your engagement; they don't replace your QC process.

Is client data secure when using a Flex professional?

Yes. Client data stays protected under Countable's privacy, compliance, and residency controls.

What software are Flex professionals trained on?

Flex professionals are trained on the core tools CPA firms use, including:

  • Countable, working papers and financial statements.
  • TaxCycle, Tax Prep, DT-Max, Profile, corporate tax returns.
  • QuickBooks & Xero, bookkeeping and client accounting.
What time zone do Flex professionals work in?

Flex professionals work in EST (Eastern Standard Time) to maximize overlapping working hours with your team and ensure real-time collaboration during your busiest periods.

Do I have to pay for the full year upfront?

No. The September 30th commitment allows you to lock in your dedicated resource without any upfront payment, giving you the security of guaranteed capacity without the financial commitment of hiring. Payments can be made monthly.

Start Your First Flex Engagement Today

Book a 20-minute demo and see how Flex integrates with your existing Countable platform.
No migration, no new logins, no agency relationship to manage.