What We Do
End-to-end accounting solutions
From daily bookkeeping to tax season surge support — one partner for CPA firms and growing businesses.
Bookkeeping & Accounting
Accurate recording, reconciliations, AP/AR, and month-end close that keep your books audit-ready.
- check_circle Bank & CC Reconciliations
- check_circle AP/AR Management
- check_circle Month-End Close
- check_circle QuickBooks, Xero, Sage, Wave, MYOB, Hubdoc
Canadian Taxation
Canadian tax preparation and compliance support using TaxCycle, DT Max, and Cantax.
- check_circle Personal & Corporate Returns
- check_circle TaxCycle
- check_circle DT Max
- check_circle Cantax (Wolters Kluwer)
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
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
Payroll Management
Accurate payroll processing with tax compliance — integrated with Gusto, ADP, and Bill.com.
- check_circle Gusto & ADP Integration
- check_circle Bill.com AP Automation
- check_circle Payroll Tax Compliance
- check_circle Benefits Coordination Support
Staffing Solutions
Hire dedicated offshore accountants, bookkeepers, tax preparers, and specialists under flexible models.
- check_circle Hire Offshore Accountant
- check_circle Hire Offshore Bookkeeper
- check_circle Hire Tax Preparer / Reviewer
- check_circle Hire Virtual CFO / Payroll Expert
US Auditing & Assurance
Workpaper preparation and assurance support that strengthens compliance and stakeholder trust.
- check_circle Audit Workpaper Prep
- check_circle Internal Controls Support
- check_circle GAAP Alignment
- check_circle Review-Ready Files
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
US Taxation
Federal and multi-state tax preparation with full IRS compliance focus for individuals and businesses.
- check_circle Form 1040, 1065, 1120, 1120S
- check_circle Federal & Multi-State Compliance
- check_circle CCH Axcess, ProConnect, Drake, Lacerte, PitBullTax
- check_circle Cross-Border Support
Virtual CFO
Cash-flow management, budgeting, forecasting, and KPI reporting from an experienced controller bench.
- check_circle Cash-Flow Forecasting
- check_circle Budgeting & FP&A
- check_circle KPI Dashboards
- check_circle Growth Advisory
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
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