For firms · United States

A back office for
US CPA firms.

Client bookkeeping, month-end close and tax workpapers prepared in your systems for your preparers to review, so your team can take on more clients without hiring.

United States skyline
For US CPA firms

More capacity, without hiring locally.

US CPA firms are short of staff and long on deadlines. We take on the preparation work, from monthly client accounting to tax workpapers, so your preparers and reviewers spend their time on review, sign-off and advice. You keep the client relationship.

  • Time zonesSri Lanka is 9.5 to 10.5 hours ahead of Eastern Time. We work while you sleep, so work sent at the end of your day is prepared and waiting for review the next morning.
  • Data protectionWe follow your firm's data security and confidentiality policies and will sign a data protection agreement with you.

What United States firms send us.

Prepared in your software, to your checklists. You keep final review, sign-off and filing.

Client Accounting

Monthly bookkeeping, bank and credit card reconciliations and month-end close in QuickBooks Online or Xero.

Business Tax Workpapers

Workpapers and draft returns for Forms 1120, 1120-S and 1065, prepared for your preparer to review and sign.

Individual Tax Support

Data entry and draft Form 1040 returns from client documents during busy season.

Sales Tax

Sales tax reconciliations and return preparation across the states your clients sell into.

Financial Statements & 1099s

Monthly and year-end financial statements under US GAAP, plus vendor reviews and 1099 preparation.

Company Secretarial

State annual reports, registered details and entity records prepared for your sign-off.

Software we work in
QuickBooks OnlineXeroUltraTaxLacerteDrakeCCH AxcessKarbonDext

Prices in US dollars.

Our global price list. Ask us for a quote in your own currency.

Most popular

Dedicated Full-Time

US$500 – 1,800 / month

A full-time accountant working only for your firm, during your hours, as part of your team.

Steady capacity

Dedicated Part-Time

US$300 – 900 / month

A half-time dedicated resource for firms that need steady capacity but not a full hire.

Pay as you go

Hourly & Ad-Hoc

US$14 – 23 / hour

Pay as you go for peak season, backlogs, clean-ups and one-off projects.

Fixed scope

Monthly Fixed Retainer

US$200 – 900 / month

A fixed monthly fee for an agreed scope of work, such as a client's bookkeeping and compliance.

Start with a trial at 50% of our standard ratesA one-time assignment of 1 to 4 weeks. Then roll into a monthly arrangement, or stop with no obligation.How it works →

Get a quote, or start with a trial.

Get a Firm QuoteHourly from

US$14

Tell us about your firm and the work you want to hand over. We will recommend the right model and team.

  • Rates matched to the qualifications you need
  • Trial at 50% of our rates before you commit
  • NDA and non-solicitation from day one
  • Reply within one business day

Answer a few quick questions (about 2 minutes) and a senior accountant will reply with a tailored proposal.

United States: common questions

What work do US CPA firms send you?

Mostly Client Accounting, Business Tax Workpapers, Individual Tax Support, Sales Tax and Financial Statements & 1099s. We prepare it in your software and to your checklists; you keep final review, sign-off and filing.

Which software do you work in for US CPA firms?

QuickBooks Online, Xero, UltraTax, Lacerte, Drake, CCH Axcess, Karbon, Dext. If your firm uses something else, we train on it before the trial starts.

How do time zones work for US CPA firms?

Sri Lanka is 9.5 to 10.5 hours ahead of Eastern Time. We work while you sleep, so work sent at the end of your day is prepared and waiting for review the next morning.

How do you protect client data for US CPA firms?

We follow your firm's data security and confidentiality policies and will sign a data protection agreement with you. Every team member signs an NDA, and we use named logins with multi-factor authentication.

Can you help with company secretarial work in United States?

Yes. State annual reports, registered details and entity records prepared for your sign-off. We follow United States's rules and your firm signs off.

Try us on a few files.

Book a short call and we will set up a trial. You see the quality of our work before you commit to anything.