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.
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.
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.
Book a Free CallYour Clients Stay Yours
NDA and non-solicitation from day one. We work under your name and never contact your clients.
Chartered Accountant-Led Review
Skills matched to the work, with every file reviewed by our Chartered Accountant-led team before it reaches your reviewer.
Works in Your Systems
We log in to your practice and accounting software, follow your checklists and prepare work to your standards.
Start With a Pilot
Send a few real files first and judge the quality before you commit to a dedicated team member.
Monthly bookkeeping, bank and credit card reconciliations and month-end close in QuickBooks Online or Xero.
Workpapers and draft returns for Forms 1120, 1120-S and 1065, prepared for your preparer to review and sign.
Data entry and draft Form 1040 returns from client documents during busy season.
Sales tax reconciliations and return preparation across the states your clients sell into.
Vendor reviews, W-9 tracking and 1099 preparation at year-end.
Monthly and year-end financial statements under US GAAP for your review.
Start with a small pilot on real client work. Pricing and engagement models are on our For Firms page.
Book a Free Call