Free consultation
Thirty minutes, no cost and no obligation. Bring your return volumes and your software, and we will tell you plainly what we can take on.
Qualified, licensed and certified
What you get
We support American CPA firms with bookkeeping, tax preparation, audit support, payroll, cross-border compliance and internal audit. The consultation is where we work out which of those you actually need.
For new clients
Three things we offer on a first engagement that we do not charge for.
Send us one client file. We will review it and tell you what we would change, at no cost and with no obligation.
If a client is on the wrong platform we will say so, and tell you what moving would actually involve.
Bring your return volumes and filing calendar. We will tell you what we can absorb and what we cannot.
Software we work in
The team
Get to know the professionals who would be working on your files.
Bookkeeping & Payroll
US Audit Support
Risk Advisory & Internal Audit
Why firms call us
Most firms come to us at one of four moments. The call is quickest when you recognise one of them.
Return volume for January to April exceeds what your in-house preparers can clear, and hiring for a three-month problem does not make sense.
You need continuity on a client book before the next cycle, without rushing a permanent hire you will regret.
Work came back needing a second look and cost more senior time than it saved. You want to know what would be different here.
Your client accounting services practice is growing faster than you can staff it, and the monthly close keeps slipping.
How onboarding runs
No long onboarding project. Four steps between the first conversation and work arriving on your desk.
Thirty minutes with a partner covering volumes, software and where the pressure sits.
Deliverables, turnaround times and fees, written against your workflow rather than a template.
Engagement letter signed, logins issued by your firm, and your review checklist adopted as ours.
Your accountant starts, with CPA manager review and partner approval from the first file onward.
Questions
Yes. Thirty minutes with a partner, no cost and no obligation. We do not ask for card details and there is no follow-up pressure if it is not a fit.
Your return volumes or transaction counts, the software your clients run on, and the point in the year where the pressure actually hits. That is enough for us to tell you what we can absorb.
One of the partners. First calls are not handled by a sales team, because the person who scopes the work should be the person who will be responsible for it.
If it looks like a fit we send a written scope with deliverables, turnaround times and fees. If it does not, we will say so on the call and suggest what would work better.
Our practice is built for American CPA and tax firms. We support cross-border reporting where a US firm’s client has entities abroad, but the engaging firm is US-based.
Once scope and the engagement letter are agreed, access and protocols are set up and your accountant begins. Partner review applies from the first file, not the tenth.
Book a slot
Tell us a little about your firm and pick a time that works. A partner joins the call directly, so the thirty minutes go into scoping your actual workload rather than a generic pitch.
What this call covers
Availability
Next step
Book the call and a partner will confirm your slot by email.
No obligation. A partner replies, not a sales team.
