MCR Global - Managed Capacity Remotely MCR GLOBAL MANAGED CAPACITY REMOTELY
Speak With Us Book Paid Pilot

Test Our Remote Capacity on Live Workflow Files

Experience our turnaround speed, direct software execution, and two-tier Senior Lead review firsthand. Nominal pilot pricing, published benchmarks, and zero lock-in contracts.

Proof-of-Concept Pilot Program

Configure Your 10-Day Paid Pilot

Test MCR Global directly on your live overflow tasks in your cloud software. Guaranteed Senior Lead review, nominal pilot pricing, and zero ongoing lock-in.

1 Simple ROA (Annual Review / Rebalance)A$50.00

Rapid Record of Advice compilation for portfolio rebalancing, fee reviews, or annual strategy check in client templates.

Volume: ~4–5 hrsSLA: 24 hours
1 Simple SOA (Insurance / Super)A$100.00

Single-topic Statement of Advice or simple risk/superannuation consolidation document ready for adviser sign-off.

Volume: ~6–8 hrsSLA: 24–48 hours
1 Standard SOA (Wealth & Super)A$150.00

Comprehensive Statement of Advice preparation including strategy modeling, product comparison & client notes.

Volume: ~10–12 hrsSLA: 48–72 hours
1 Complex SOA (SMSF / Trusts / Gearing)A$200.00

Multi-entity advice document with complex tax modeling, family trusts, and SMSF asset strategy.

Volume: ~15–18 hrsSLA: 3–4 business days
Calculated Pilot End-Cost
A$150.00 AUD
Basis: Published PAYG Standard SOA Rate (~10–12 hrs)
✓ Turnaround: 48–72 hours
✓ Two-Tier QA: Senior Domain Lead Sign-Off Included
✓ Commitment: Zero Lock-In • 100% In-Tool Execution

How Your 10-Day Paid Pilot Works

A simple, zero-friction process to test our speed and quality directly inside your tools.

1

Scoping & NDA

Select your test tasks (Day 1). We execute a mutual NDA protecting all company data and IP.

2

Direct Cloud Login

Grant user access to your cloud tools (Day 2). Zero local data downloads or database migrations.

3

Two-Tier QA Audit

Specialist preparer compiles file (Days 3–8), independently audited by our Senior Domain Lead.

4

Dispatch & Review

Deliverables submitted directly in your software with audit notes ready for partner sign-off (Days 9–10).

Proven Track Record

What Australian Financial Services Businesses Say About Our Capacity.

See how advice principals, managing partners, and brokerage directors evaluate our delivery quality.

Financial Advisory ★★★★★

“Our SOA turnaround time dropped from 10 business days to under 48 hours. The paraplanning squad logs directly into our Xplan, understands Australian BID compliance, and delivers strategy notes ready for adviser sign-off.”

Advisory Principal & AFSL Licensee Wealth Advisory Firm • Sydney, NSW
Accounting & Tax ★★★★★

“We used MCR to clear a heavy year-end backlog of Company and Trust tax returns. Workpapers were cross-referenced and Division 7A calculations were spotless. It felt like an experienced in-house senior team.”

Managing Partner Chartered Accounting Firm • Melbourne, VIC
Insurance Operations ★★★★★

“Handling policy schedule entries, certificates of currency, and renewal declaration comparisons used to consume our entire morning. MCR's remote desk handles the administrative volume so our brokers can focus on client placement.”

Director & Broker Principal Authorised Insurance Brokerage • Brisbane, QLD
Technology & IT Support ★★★★★

“MCR built and maintains our client portal integrations, synced our CRM pipelines with Xero, and sorted our email security authentication (DMARC/DKIM). Having reliable technical support without hiring a full-time onshore engineer is a game-changer.”

Operations Director Boutique Financial Services Firm • Perth, WA
Bookkeeping & SMSF ★★★★★

“Our SMSF annual compliance and daily bookkeeping feeds are processed overnight. We wake up to reconciled accounts and clean audit packs ready for independent SMSF auditors.”

Senior Partner Accounting & Advisory Firm • Adelaide, SA
Insurance & Trust Accounting ★★★★★

“Managing underwriter bordereaux, trust account reconciliations, and document indexing used to cause month-end bottlenecks. MCR’s insurance back-office desk keeps our broker ledgers pristine and compliant with ASIC regulations.”

Managing Director General Insurance Brokerage • Gold Coast, QLD

Paid Pilot Program FAQs

Clear answers regarding test task selection, pricing formulas, and security compliance.

What tasks and files can I submit for the 10-Day Paid Pilot? +

You can submit real, live workflow overflow tasks across any of our 4 operational verticals. Common pilot submissions include 1 Statement of Advice (SOA/ROA) in Xplan, 2 live Company/Trust tax returns in HandiTax or Xero, 1 SMSF pre-audit pack in Class, 10 days of broker policy logging in WinBEAT, or a CRM/webhook automation sprint.

  • ✓ No artificial dummy files: Test us on real client overflow and live files.
  • ✓ Work completed directly inside your software ecosystem (Xplan, Xero, HandiSoft, WinBEAT, Class, HubSpot, etc.).
  • ✓ Full two-tier Senior Review (Senior Chartered Accountant, Lead Paraplanner, Senior Engineer, or Insurance Operations Lead) included on every deliverable.
How does the pricing and billing work for the Paid Pilot? +

Pilots are priced transparently based on our published rate card and deliverable pricing structure. For example, 1 Simple ROA is A$50.00 AUD, 2 live tax returns cost A$60.00 AUD (12 hrs @ $5/hr), an SMSF pre-audit pack is A$60.00 AUD (8 hrs @ $7.50/hr), a 10-day Insurance Policy Admin sprint is A$112.50 AUD, a full Standard SOA is A$150.00 AUD, and an Email & DNS Security Audit is A$99.50 AUD. There are zero onboarding fees and zero setup costs.

  • ✓ Fixed, transparent end-costs calculated before submission.
  • ✓ Zero hidden software or connectivity surcharges.
  • ✓ Invoiced upon completion with zero obligation to proceed to a monthly retainer.
How is client data kept secure during the pilot? +

We enforce strict Zero Local Storage security architecture under Australian Privacy Principle (APP) 8. Staff log in directly using credentials provided by your business via your cloud subscriptions (or encrypted RDP). No client files or databases are downloaded locally.

  • ✓ Mutual Non-Disclosure Agreement (NDA) signed prior to login credential handover.
  • ✓ Sovereign Australian cloud execution (client-managed SaaS, cloud servers, or encrypted remote sessions).
  • ✓ Full compliance with TASA 2009 supervision and AFSL operational hygiene standards.
What happens after the 10-day paid pilot is completed? +

Once you review the completed deliverables and lead walkthrough notes, you can choose to transition to a flexible monthly retainer (by the hour, part-time, full-time, or dedicated pod) or use us ad-hoc for seasonal volume spikes. There are zero lock-in contracts.

  • ✓ Seamless retainer transition: Keep the exact same trained specialist on your ongoing pod.
  • ✓ Month-to-month rolling agreements with 14 days' notice.
  • ✓ Complete freedom to scale capacity up or down according to operational demand.