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AJB & Associates
How we work

How we work and how we protect your data

The pilot is deliberate. We would rather earn volume by proving quality on a small file than ask a new client to take our word for it.

Four steps from first call to steady delivery

  1. 01

    Scoping call

    We agree the work, volumes, methodology, tools and turnaround expectations.

  2. 02

    Onboarding

    NDAs and access are set up, and we learn your templates and standards before billing begins.

  3. 03

    Pilot engagement

    A defined, low-risk first piece of work so you can judge our quality before committing volume.

  4. 04

    Steady-state delivery

    Recurring work with a named lead, senior review and an agreed reporting rhythm.

Engagement models

Dedicated resource

A ring-fenced team member or team working only on your account, billed monthly.

Project-based

Defined scope, defined fee, defined deadline.

Overflow / seasonal

Scalable capacity for busy-season and peak-period throughput.

How we protect your data and your reputation

For any serious client, confidentiality and control are not features. They are preconditions.

NDAs first

Confidentiality and non-disclosure agreements signed before any client data is shared.

Least-privilege access

Engagement-specific permissions and logged access to client systems and files.

Secure working papers

Secure handling of working papers with defined data retention and data return at the close of each engagement.

Clear independence

In audit support we prepare; the licensed firm concludes and signs.

Named engagement leads

You always know who is accountable for your work.

Security run by security professionals

Information security designed and monitored in-house by CISSP, CISM and CISA holders.

Frequently asked questions

Do you support IRS Section 7216 consent requirements for offshore tax work? +

Yes. US preparers generally need written taxpayer consent before disclosing return information to a preparer outside the United States. We work only on files where our client firm has obtained that consent.

How do you handle UK and EU personal data? +

We work under written data processing terms with each client and apply the same least-privilege, logged access controls to every engagement.

Where is the work done? +

From our delivery centre in Islamabad, with an office in Abu Dhabi, by AJB employees, not freelancers or subcontractors.

Security questions? Ask them first.

Send us your vendor due diligence questionnaire and we will complete it before the scoping call.