Terms of Service & Engagement

1. Nature of Engagement & Supervisory Role

MCR Global provides outsourced technical preparation, bookkeeping, reconciliation, wealth back-office processing, and statutory workpaper compilation services directly to Australian registered Tax Agents, BAS Agents, accounting practices, AFSL wealth advisory firms, and management consultancies. Under the Tax Agent Services Act 2009 (TASA) and relevant regulatory frameworks, the Australian practice principal remains the supervising practitioner responsible for final client review, authorization, advice, and lodgment.

2. 10-Day Paid Pilot Program

MCR Global offers a structured Paid Proof-of-Concept Pilot (e.g. 2 sample overflow tax returns, 10-day bookkeeping sprint, wealth portfolio reconciliation, or vCFO management pack) billed at our published standard hourly rates ($3.00–$7.50/hr). The paid pilot carries zero ongoing lock-in obligation. Upon completion, the partner practice may choose to transition to a monthly retainer or conclude the engagement without penalty.

3. Month-to-Month Rolling Agreements, Rollover & Termination

All recurring monthly retainer plans operate on a flexible rolling month-to-month basis. Partner practices may scale their allocated hours up or down, or terminate services at any time, by providing 14 days' written notice prior to the next billing cycle. There are zero termination penalties or exit fees.

Retainer Hours Rollover Policy: Unused hours in any billing cycle are eligible for rollover up to a maximum of 50% of remaining unused hours, carrying over to the next consecutive month only. If not utilized within that next month, rolled-over hours automatically expire and do not accumulate further.

4. Ironclad Non-Solicitation Covenant

MCR Global strictly agrees never to solicit, contract with, or provide direct accounting, taxation, financial planning, or advisory services to any end-client of our partner practices. This covenant survives termination of any service agreement for a period of not less than twenty-four (24) months.

5. Governing Law & Invoicing

Invoices are issued in Australian Dollars (AUD) or US Dollars (USD) on a monthly basis, payable via direct electronic funds transfer (EFT) or secure credit card gateway.