Back-Office Support Built for CPA Firms
Your Trusted white labelling partner
Scale your firm with a
dedicated backend team operating
strictly under your supervision
Support Areas
Bookkeeping Support
Structured monthly accounting support for your clients — delivered as your extended team. Includes:
- Monthly Bookkeeping
- Bank & Credit Card Reconciliations
- Cleanup & Catch-Up
- Financial Statement Preparation
- Depreciation Schedules
- A/R & A/P Support
- Payroll Processing Support
- 1099 Preparation Support
Industry Expertise
We regularly support CPA firms serving clients in
Real Estate
Construction
eCommerce
Professional Services
Nonprofits
Small & Mid-Sized Businesses
Flexible engagement
options
Engagement Models
Why CPA Firms Partner With Us
- Senior Primary Point of Contact
- ISO 27001:2022 Certified Data Security Environment
- 2-Level Review Structure for Quality Control
- Scalable Capacity During Busy Season
- Clear Turnaround Timelines
- U.S. CPA-led tax oversight team
- Secure cloud-based access & infrastructure
