Services
Take one of them off your desk or hand over the whole compliance load. Every file goes through the same review either way.
Monthly close, reconciliations and financial statements prepared inside your software and finished on your calendar, so your client reporting never slips.
Federal and state returns prepared by a PTIN holder and reviewed against your checklist, so what reaches your desk is ready for signature review.
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 who have handled reporting for subsidiaries of foreign multinationals.
Budgeting, cash flow forecasting and financial analysis to help you plan ahead, without a full-time CFO’s salary.
Internal audit, controls testing and process reviews for the clients who need assurance beyond the annual financial statement.
How we work
One qualified person assigned to your firm, working in your software and following your checklists.
A second qualified review against your own review points, before the file comes back to you.
A partner signs off every deliverable, so you always know who is responsible for the work.
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.
