MCR Associates - Managed Capacity Remotely MCR ASSOCIATES 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 Associates 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
Mortgage Broking Operations ★★★★★

“Our loan turnaround times dropped dramatically once MCR took over living expense checks and ApplyOnline data packaging. Files reach formal approval faster with almost zero lender re-work or missing information requests.”

Principal Broker & Director Authorised Mortgage & Finance Brokerage • Sydney, NSW
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 1 residential loan file packaging sprint in ApplyOnline.

  • ✓ 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, ApplyOnline, Mercury, etc.).
  • ✓ Full two-tier Senior Review (Senior Chartered Accountant, Lead Paraplanner, Senior Credit Reviewer, 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 a Mortgage Loan File Packaging sprint is A$125.00 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.
How does an MCR Associates engagement begin? +

An engagement begins by defining the work scope, the client-controlled software environment, access requirements, turnaround expectations and review process. A paid pilot can be used before moving to recurring capacity.

  • ✓ The scope is matched to the relevant MCR Associates service desk and its published commercial model.
  • ✓ The client provides or approves the operating procedures, templates and escalation path for the work.
  • ✓ The client retains control over the pace and scale of the engagement.
Do we need to migrate to new software to work with MCR Associates? +

No. MCR Associates is designed to work in the client’s existing approved software, cloud environment or virtual desktop workflow. The exact tools supported depend on the service being engaged.

  • ✓ The client controls user access, permissions and multi-factor authentication.
  • ✓ Work is completed within the client’s approved templates and operating process.
  • ✓ The client retains ownership of its software licences, records and administrative settings.
How is client information handled during remote delivery? +

MCR Associates’s operating model is based on client-controlled cloud software or virtual desktop access and a Zero Local Storage policy. Specific access controls are agreed with the client as part of onboarding.

  • ✓ The client determines the access level required for the assigned work.
  • ✓ MFA, restricted permissions and client-approved environments can be used where available.
  • ✓ Confidentiality and data-handling requirements are established before operational work begins.
Who is responsible for final review and approval? +

The client retains responsibility for final review, approvals and any regulated or client-facing decisions. MCR Associates provides operational preparation and support within the agreed scope.

  • ✓ The relevant Australian licensed, registered or authorised client representative retains statutory responsibility where applicable.
  • ✓ Review checkpoints and escalation paths are agreed for the client’s workflow.
  • ✓ MCR Associates does not replace the client’s required principal, practitioner or decision-maker.
Can we start with a small or defined piece of work? +

Yes. A defined pilot or tightly scoped initial workflow can be used to evaluate operational fit, communication, quality review and turnaround before a broader capacity arrangement is considered.

  • ✓ The initial scope should identify the work type, required access and completion criteria.
  • ✓ The appropriate service desk and commercial model are selected according to the work required.
  • ✓ A successful pilot can be expanded only when the client is comfortable doing so.
Does MCR Associates work directly with our end customers or clients? +

MCR Associates operates as a B2B back-office support partner. Client-facing communication, regulated advice, decisions and relationship ownership remain with the client business unless a separate, approved scope explicitly provides otherwise.

  • ✓ Work is performed according to the client’s operational boundaries and approved procedures.
  • ✓ The client nominates the appropriate supervisor or escalation contact.
  • ✓ Confidentiality and non-solicitation commitments can be addressed within engagement terms.