Our Services
Outsourced Accounting & Tax Practices
US GAAP and IRS compliant solutions built for growing CPA firms and businesses across North America.
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Outsourced Staffing
CPA Firm Outsourcing & Staff Augmentation
Dedicated Full-Time Equivalent (FTE) senior accountants and bookkeepers extending your CPA firm practice.
- check_circle Dedicated Full-Time (FTE) Staff
- check_circle ISO 27001 & 256-Bit Data Security
- check_circle Over 70% Cost Reduction
- check_circle 24/7 Security & Monitoring
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Taxation
US Business & Individual Tax Services
Comprehensive tax return preparation (Form 1040, 1065, 1120, 1120S) and strategic tax planning.
- check_circle Form 1040, 1065, 1120, 1120S
- check_circle Federal & Multi-State Compliance
- check_circle Lacerte, UltraTax & ProConnect
- check_circle Transfer Pricing & Cross-Border Tax
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Accounting
Outsourced Bookkeeping & Accounting
Daily transaction posting, bank reconciliations, accounts payable/receivable, and month-end finalization.
- check_circle Daily Bank & CC Reconciliations
- check_circle QuickBooks Online & Xero Experts
- check_circle AP/AR Management
- check_circle Month-End Closing Reports
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Financial Advisory
Fractional CFO & Controller Advisory
Strategic budgeting, cash flow forecasting, FP&A modeling, and executive KPI dashboarding.
- check_circle Financial Planning & Analysis (FP&A)
- check_circle Cash Flow Management & Forecasts
- check_circle KPI Dashboarding & Board Reports
- check_circle Budgeting & Valuation Modeling
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Audit
Statutory Audit & Assurance Support
Independent audit file preparation, internal control testing, and regulatory audit support for CPAs.
- check_circle Audit Workpaper Preparation
- check_circle Internal Controls Assessment
- check_circle Substantive Analytical Testing
- check_circle AICPA & GAAP Compliance
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Compliance
Payroll & Sales Tax Compliance
End-to-end multi-state payroll calculation, 940/941 filings, and sales tax nexus compliance.
- check_circle Multi-State Payroll Processing
- check_circle Form 940 & 941 Quarterly Filings
- check_circle Avalara & TaxJar Integration
- check_circle Sales Tax Nexus Monitoring