Engagement

Recurring Application Portfolio Retainer

Ongoing desk support when your office prepares several applications each quarter and needs a familiar reviewer on call.

Request an audit estimate
Professional reviewing a binder of client application files

Who this is for

Accounting desks, cooperative secretariats, and advisory offices that file multiple loan or grant applications across a season.

What is included

  • Reserved review hours each month
  • Priority scheduling for time-sensitive filings
  • Shared findings template tailored to your office’s common form sets

What stays outside scope

  • Unlimited rush work outside reserved hours
  • Staff secondment inside your office

How the engagement runs

  1. 1

    Retainer setup

    We agree monthly hours, typical package types, and document exchange habits.

  2. 2

    Rolling reviews

    Packages enter a standing queue with agreed turnaround windows.

  3. 3

    Quarterly debrief

    We summarise recurring gap patterns so your intake checklist can improve.

Duration

Month-to-month with a 30-day notice to pause.

Delivery

Remote-first; quarterly in-person visit available in central Taiwan.

Pricing basis

Monthly retainers from NT$28,000 for 12 reserved review hours.

Keep a familiar reader on your calendar

Describe your seasonal filing volume and we will propose a retainer shape.

Schedule a scoping call