Proof-of-Concept Pilot Program

Test Our Remote Capacity on Live Tax, Wealth or vCFO Files

Experience our turnaround speed, software integration, and two-tier Chartered Accountant and Senior Financial Analyst review firsthand. Billed strictly at nominal hourly rates ($3.00–$7.50 AUD/hr) with zero lock-in contracts.

Proof-of-Concept Pilot

Configure Your Paid Pilot (Tax, Wealth & vCFO)

Test MCR Global directly on your live workflow in your software. Whether overflow tax returns, wealth portfolio reconciliations, or vCFO management packs, test our turnaround speed with guaranteed Senior CA / Lead Analyst review and zero ongoing lock-in.

2 Live Overflow Returnse.g. 1 Company Return (CTR) + 1 BAS/ITR (~10–12 hrs)
10-Day Bookkeeping SprintBank feed cleanups, catch-up bookkeeping & AP/AR (~20 hrs)
1 SMSF Pre-Audit PackFull 20-point verified workpaper pack ready for auditor (~8 hrs)
Wealth Back-Office PilotPortfolio reconciliations, DRP matching & entity balance sheets (~10 hrs)
Virtual CFO / Management Pack1 Monthly reporting pack, cash-flow model & KPI review (~12 hrs)
Basic ($3.00 AUD/hr)Qualified Accountant checklist QA
Standard ($5.00 AUD/hr)Senior Accountant review on all papers
Premium CA ($7.50 AUD/hr)Two-Tier Review: Senior + Final CA Sign-Off
Estimated Pilot Cost (Nominal Hourly Billing)
$90.00 AUD (~12 hrs @ $7.50/hr)
✓ Guaranteed Chartered Accountant / Senior Analyst Review
✓ Zero Lock-In • Month-to-Month Rolling

🔒 Strict NDA & Privacy: We will execute a mutual confidentiality agreement and setup secure access within 24 hours.

Our Pilot Commitments

What to Expect from Your Paid Pilot

1. 24–48h Turnaround

Draft returns, referenced digital workpapers, wealth portfolio reconciliations, and vCFO management decks are delivered within 24 to 48 hours directly inside your practice system.

2. Video Walkthrough

Every completed pilot job includes a 2-minute video walkthrough from our Senior CA or Lead Financial Analyst explaining key adjustments and workpaper references.

3. Zero Obligation

If you love the quality, seamlessly transition to an ongoing monthly retainer. If not, pay only the nominal pilot hours with zero commitment.

Direct Answers & FAQ

Paid Pilot Program FAQs

Answers on test file selection, nominal hourly billing, and post-pilot onboarding.

What files can I submit for the Paid Pilot? +

You can submit any 2 live overflow returns, 10 days of bookkeeping, a wealth portfolio reconciliation, an SMSF pre-audit pack, or a white-label vCFO management reporting pack. Common pilot jobs include one Company Tax Return (CTR) with Division 7A, one complex Trust Return, one SMSF annual file, a multi-asset portfolio reconciliation with DRP matching, or a monthly vCFO reporting pack with cash-flow model.

  • ✓ No artificial test files required: Test us on real practice client overflow.
  • ✓ Work completed directly in your software (Xero, HandiSoft, Class, LodgeiT, MYOB, Xplan, Praemium, Fathom).
  • ✓ Full two-tier Senior Chartered Accountant or Lead Analyst review included.
Can Financial Planners and Virtual CFO practices run a paid pilot? +

Yes. Wealth advisory firms (AFSL holders) and virtual CFO consultancies can test us on live back-office tasks. Common advisory pilots include multi-entity investment portfolio reconciliations, DRP matching in wrap platforms (Xplan, Praemium, Netwealth, Hub24), or building a complete 3-way financial model and board reporting deck in Fathom or Spotlight.

  • ✓ Seamless integration with Xplan, Praemium, Netwealth, HUB24, Fathom, and Spotlight.
  • ✓ Reviewed by Senior Analysts and Chartered Accountants with wealth & commercial advisory experience.
  • ✓ White-label client reporting packs indexed and formatted to your firm's brand standards.
What is included in a Wealth Back-Office Pilot for Financial Advisers? +

A Wealth Back-Office Pilot (~10 hrs) frees financial advisers and AFSL holders from operational drag by compiling clean, audit-ready portfolio reconciliations and entity financials: daily/monthly wrap feed matching (Xplan, Praemium, Netwealth, Hub24), corporate actions & DRP tracking, CGT cost-base schedules, and balance sheets for client trusts and private companies.

  • ✓ Portfolio & Wrap Feeds: Full reconciliation of cash accounts, managed funds, and ASX listed equities across custodial platforms.
  • ✓ Corporate Actions & DRP: Recording dividend reinvestments, rights issues, and franking credits with verified CGT parcel history.
  • ✓ Entity Balance Sheets: Reconciled asset allocation and net wealth position statements compiled for family trusts and investment entities.
  • ✓ Strict AFSL Boundary: 100% technical back-office compilation; MCR never provides financial product advice or contacts private wealth clients.
What is included in a Virtual CFO / Management Reporting Pack? +

A Virtual CFO Monthly Reporting Pack (~12 hrs) delivers everything an Australian practice needs to present monthly financial insights to a commercial client: a clean month-end ledger close, management financial statements (P&L and Balance Sheet vs budget), a rolling 13-week 3-way cash-flow forecast, and a visual executive KPI deck prepared in Fathom, Spotlight, or Excel.

  • ✓ Month-End Ledger Close: Accruals, prepayments, and payroll/super clearing reconciliations directly in Xero or MYOB.
  • ✓ Management Financials: Actual vs budget variance analysis, gross margin trends, and divisional P&Ls.
  • ✓ Rolling 3-Way Cash Forecast: Projected receivables collections, supplier payments, and ATO payment deadlines.
  • ✓ Executive Presentation Deck: White-labeled 10–15 slide visual board report with written variance commentary ready for partner presentation.
How are pilot hours billed? +

The pilot is billed strictly at our published rate card ($3.00/hr Basic, $5.00/hr Standard, $7.50/hr Premium CA / Senior Analyst). For example, an 8-hour SMSF Pre-Audit Pack or a 10-hour Wealth Back-Office Pilot on the CA-Approved tier costs just $60.00 to $75.00 AUD.

  • ✓ Transparent hourly tracking down to the minute.
  • ✓ Zero setup fees, onboarding charges, or software fees.
  • ✓ Invoiced upon delivery with zero obligation to proceed to a monthly retainer.
What happens after the paid pilot is completed? +

Once you review the completed deliverables and video walkthrough, you can choose to transition to a monthly rolling retainer ($290/mo for 40 hrs or $1,050/mo for full-time dedicated capacity) or use us on-demand for seasonal spikes. There are zero lock-in contracts.

  • ✓ Seamless retainer transition with your dedicated pilot accountant/analyst retained.
  • ✓ Month-to-month rolling agreements with 14 days' notice.
  • ✓ Complete freedom to scale capacity up or down according to practice demand.