Back-Office Support Built for CPA Firms

Work delivered under your branding

Prepared for your review and approval

Dedicated team allocation

Secure infrastructure (ISO 27001)

No client communication without instruction

All work is prepared for your review, approval, and delivery under your brand.

Support Areas

Tax Preparation Support

Accurate, organized, and review-ready returns prepared under your firm’s supervision.

1040 Preparation
1120 / 1120S
1065
1041
State Returns
Extension Filings
Workpaper Preparation
Organizer Review

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

Accounts Payable

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

Industry Expertise

We regularly support CPA firms serving clients in:

Real Estate
Construction
eCommerce
Professional Services
Nonprofits
Small & Mid-Sized Businesses

Our familiarity with these industries allows us to work efficiently within your existing client base.

Engagement Models

Flexible engagement options

Per-Return Pricing
Monthly Retainer
Dedicated Team Model
Seasonal / Busy Season Support