For US CPA firms, accounting firms, and businesses
Backed by an in-house team of CPAs, Chartered Accountants, and certified bookkeepers. Every deliverable is reviewed by a CPA manager and approved by a partner before it reaches you.
Qualified, licensed and certified
Why outsource
Outsourcing helps CPA and accounting firms reduce overhead and hiring costs, while keeping the same standard of accuracy and compliance your clients expect.
What stays the same
The practice
We stayed boutique so we can review every deliverable properly and keep the same person on your work.
Why firms come to us
Most firms have tried outsourcing before. The usual experience is work that comes back needing a second look, which costs more senior time than it saves.
We built the practice around that problem. Work is prepared by qualified accountants, checked by a CPA manager against your own review points, then approved by a partner. What reaches you is ready for client delivery and your sign-off.
How it starts
From your first conversation to your first deliverable — a simple, streamlined process with no lengthy onboarding.
We understand your business, volumes, systems, and where you need support.
We define deliverables, turnaround times, and fees around your workflow.
We agree on access, tools, communication protocols, and working arrangements.
Your dedicated accountant gets started, with manager and partner-level review from the first deliverable.
We regularly review the scope and adjust support as your business and requirements evolve.
What we do
Pick the tab that fits — CPA and accounting firms, or businesses — the process behind every deliverable stays the same.
Monthly close, reconciliations and financial statements prepared inside your software, finished on your calendar.
Federal and state returns prepared by a PTIN holder and reviewed against your checklist.
Payroll run, filed, and kept compliant on schedule for every client on your roster.
Multi-state sales tax tracked and filed against every registration your client holds.
Workpapers, testing and schedules prepared to the standard your reviewer expects.
Support for clients reporting across jurisdictions, prepared by partners experienced with foreign subsidiary reporting.
Internal audit, controls testing and process reviews for clients who need assurance beyond the annual financial statement.
Monthly close, reconciliations and financial statements, kept current in QuickBooks Online or Xero, so you always know where you stand.
Federal and state business returns (1120 / 1065 / 1120-S) prepared and filed by a PTIN holder, reviewed before it reaches you.
Payroll processed and filed on schedule, with multi-state sales tax tracked against every registration your business holds.
Budgeting, cash flow forecasting and financial analysis to help you plan ahead, without a full-time CFO’s salary.
For businesses with international operations or foreign subsidiaries, reporting handled by partners experienced in cross-border structures.
Process reviews and internal controls testing for growing businesses that need more assurance than year-end numbers alone provide.
Industries
Your client base decides which schedules matter and which questions come up in the first week.
What you get
Six things that are true of every engagement, whatever service you take.
A CPA manager checks every file against your own review points, and a partner approves it. You review to sign, not to correct.
One accountant is assigned to your firm. They learn your clients and your checklists, and they stay with them.
QuickBooks Online, Xero, Zoho Books and SAP. Where you prefer, we work under logins your firm issues and controls.
Work sent at the end of your day comes back the next morning, with questions raised before the file is returned.
Packages are billed monthly. Hourly work has no minimum. You can scale up for busy season and back down after.
Confidentiality agreements at firm and individual level, access granted per client, and nothing retained after an engagement closes.
The review chain
One qualified person assigned to your firm, working in your software and following your checklists.
A second qualified review against your own review points. Questions come back to you before the file does.
A partner signs off every deliverable, so you always know who is responsible for the work.
The comparison
An independent freelancer is one person juggling several clients, with no second check. A typical outsourcing firm hands your file to whoever has capacity that week, and an account manager sits between you and whoever actually did the work.
A single accountant is assigned to your firm and stays on it. Every deliverable is checked by a CPA manager against your own review points, then approved by a named partner before it reaches you — every time, not as a premium tier.
Partners with 15+ years, all Big 4 trained, working to a monthly or hourly commitment rather than an annual lock-in — consistent quality without the freelancer risk or the agency runaround.
The detail
The story above is the short version. Here is the same comparison, point by point.
One person, often juggling several clients
Whoever is available that week
One accountant assigned to your firm
Usually none
A second preparer, if any
CPA manager review, then partner approval
The individual, informally
An account manager
A named partner who approved the file
Varies, often unverified
Varies by who is free
Partners with 15+ years, all ex-Big 4
Informal, availability not guaranteed
Annual minimum
Monthly, dedicated or hourly
Who prepares the work
One person, often juggling several clients
Whoever is available that week
One accountant assigned to your firm
Review before delivery
Usually none
A second preparer, if any
CPA manager review, then partner approval
Who is accountable
The individual, informally
An account manager
A named partner who approved the file
Credentials
Varies, often unverified
Varies by who is free
Partners with 15+ years, all ex-Big 4
Commitment
Informal, availability not guaranteed
Annual minimum
Monthly, dedicated or hourly
Risk-free trial
Start with a free 15-day trial — up to 20 hours of work, no cost, no obligation — so you can judge the quality and turnaround for yourself before signing a full engagement.
Our team
All three began their careers at PwC and have spent more than fifteen years in Bookkeeping, audit, tax and advisory practice.
Five years in PwC audit, then a decade auditing and managing bookkeeping for international clients across the world. Currently leading US accounting and bookkeeping outsourcing for CPA firms.
Began at PwC audit, then spent over a decade building the firm’s audit support practice across US GAAP, IFRS, and Ind-AS. Currently leading cross-border financial reporting for subsidiaries of foreign multinational companies.
Began at PwC and now leads Tax, cross-border entry into India, and regulatory compliance — helping foreign companies establish and stay compliant in the Indian market.
Resources
Short pieces on what partners actually ask us about — capacity, review standards and cross-border reporting.
Most CPA firms aren’t struggling to find clients — they’re struggling to scale, against four internal bottlenecks: bandwidth, hiring, turnaround pressure and inefficient delegation.
Delays come from small process gaps that repeat every month — late reconciliations, incomplete schedules, last-minute adjustments and key-person dependency.
A five-point checklist for firms still buried in routine compliance — bookkeeping, tax prep support, audit papers, payroll and reporting.
Next step
Thirty minutes, free, with one of our partners. Bring your volumes and we will tell you plainly whether we are the right fit.
No obligation. A partner replies, not a sales team.
