How Can We Help Your CPA Firm?

Some of the services we assist CPA firms with are mentioned below:

  • Full service outsourcing of accounting and finance functions
  • Monthly, quarterly, and annual write-up services; account reconciliations, and general ledger review for accuracy.
  • Catch-up and cleanup services: write-up, review and correction of books and records
  • Accounting software conversions: conversions from Quickbooks Desktop or other accounting software to QBO or Xero
  • Tax return preparation: preparation of 1120, 1120S, 1065 and related 1040s.

We are investing greatly in research and development and believe in improving new and better ways to manage your back office work so you don’t have to. Let us focus with our knowledge and expertise on your back end operations, lower your risk, and equip you to focus on core competencies to build your business.


How do we compare to your internal teams? A typical client has to go through and takes care of entire employee life-cycle, with all their internal team members and other departments such as entire financial department which runs at a high cost.


On the other hand, compared to this team, we operate 10 times faster and at half the cost or you may save more. Is this an advantage you would like to experience at your firm?


For back office accounting and finance work, we focus majorly on Four issues, which are: People, Processes, Systems. As required, we conduct collective diagnostic sessions with a mixture of phone, email or your internal chat tool to determine how certain bookkeeping and accounting functions are being processed. And, walk through the processes to discover any weakness, and we document all recommendations. Here are the services we provide and the reasons Why Outsource To Us.