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Business-to-Business Services: Your Extended Team
Business-to-Business Services: Your Extended Team
Cost-Effective Solutions for CPA Firms
Cost-Effective Solutions for CPA Firms
CPA firms face constant pressure to deliver exceptional service while managing operational costs. Our B2B services provide a strategic solution—we become an extension of your firm, delivering high-quality work that meets your standards while significantly reducing your overhead expenses.
By partnering with us, you can scale your capacity without the fixed costs of hiring additional full-time staff. This is particularly valuable during tax season when workload surges, or when you need specialized expertise for specific client situations.
We understand that your reputation depends on the quality of work delivered to your clients. That's why we maintain rigorous quality control processes, employ experienced professionals with US tax and accounting credentials, and ensure seamless communication throughout every engagement. You maintain full oversight and client relationships while we handle the detailed execution.
We understand that your reputation depends on the quality of work delivered to your clients. That's why we maintain rigorous quality control processes, employ experienced professionals with US tax and accounting credentials, and ensure seamless communication throughout every engagement. You maintain full oversight and client relationships while we handle the detailed execution.
Comprehensive CPA Support Services
Comprehensive CPA Support Services
Tax Preparation Support
Tax Preparation Support
Individual returns (1040), business returns (1120, 1120S, 1065), and complex multi-state filings
Data entry and form preparation
Schedule preparation and calculations
State and local tax returns
Quality review and work paper documentation
Bookkeeping Services
Bookkeeping Services
Monthly and quarterly bookkeeping to keep your clients' financial records current and accurate
Transaction recording and categorization
Bank and credit card reconciliation
Accounts payable/receivable management
Financial statement preparation
Accounting Support
Accounting Support
Technical accounting assistance for complex situations and special projects
Journal entry preparation
Account reconciliation
Financial analysis and reporting
Audit support and documentation
Our team works within your existing systems and processes, using the software platforms and methodologies your firm already employs. This ensures consistency for your clients and minimizes the learning curve. Whether you use QuickBooks, Xero or other leading platforms, our professionals are trained and experienced in the tools you rely on daily.
The Benefits of Partnership
The Benefits of Partnership
60%
60%
Cost Reduction
Average savings on staffing expenses compared to hiring in-house
3x
3x
Capacity Increase
Scale your team's capacity during peak seasons without long-term commitments
24/7
24/7
Extended Hours
Benefit from time zone advantages for faster turnaround on deliverables
100%
100%
Focus on Growth
Free up your senior staff to focus on client relationships and business development
Many CPA firms discover that partnering with us transforms their business model. Instead of being constrained by local talent availability and the high fixed costs of maintaining full-time staff, you gain flexibility to take on more clients, handle more complex engagements, and grow your revenue without proportionally increasing overhead.
During tax season, when every CPA firm struggles with capacity constraints, having a reliable offshore partner means you can meet deadlines without burning out your team or turning away clients. During slower periods, you scale back without the difficult decisions and costs associated with layoffs. This flexibility allows you to operate more profitably throughout the year while providing better service to your clients.
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