Services

FOR CPA FIRMS

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Why you should consider outsourcing?

We know how demanding it can be to run a CPA firm especially when you’re juggling client relationships and backend operations. That’s where we come in.

Our team partners with you to handle the behind-the-scenes work accurately, reliably, and always on time so you can focus on what matters most: serving your clients and growing your firm.

Think of us as your back-office team, just not in your office. We keep things simple, efficient, and stress-free. No fluff, just a team you can count on when it matters most.

Ready to free up your time and energy? Let’s take care of the back while you lead from the front.

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What Services We Offer

OFFSHORE TAX & ACCOUNTING SERVICES

We know CPA firms prioritize quality—and that's exactly what we deliver.

Tax Solutions

Tax season is critical, and having skilled, reliable support can make all the difference. We provide highly trained tax professionals to assist with the preparation and review of individual (1040) and business (1120, 1120S, 1065) tax returns.

Individual Tax Return (1040)

We prepare and file individual tax returns accurately and on time, helping you avoid penalties, reduce stress, ensure compliance, and achieve peace of mind with reliable tax services designed to support you.

Gather client information
Review client organizer
Compare with prior year tax returns
Initial review and send missing items list to the client
Tax returns preparation
E-file diagnostic clearance
Client follow-up / communication
Workflow management with SurePrep, Canopy, or similar tools
Tax returns review
Tax Planning Support/Analysis
Continuing Professional Education

Business Returns (1120/1120s/1065)

If you’ve fallen behind or missed important tax deadlines, don’t worry. Our expert team is here to handle your taxes smoothly, accurately, and hassle-free, giving you peace of mind and confidence.

Review financial statements
Review prior year returns, ownership structure etc.
Prepare tax workpapers – identify M-1/M-3 items
Identify special filing needs (GILTI/5471/5472/FBAR)
Prepare workpapers for book vs. tax adjustments
Prepare tax returns
E-file diagnostic clearance
Client follow-up / communication
Workflow management via SurePrep, Canopy, etc.
Tax returns review
Tax Planning Support/Analysis

FOR BUSINESS OWNERS

Accounting Solutions

Let our experts manage your bookkeeping with accuracy and care, freeing you from the stress of numbers so you can focus fully on growth, profitability, and confidently improving your company’s bottom line.

Accounts Receivable
Accounts Payable
Payroll Management
Inventory Management
Month End Book Closure
Bank Reconciliation
Projections

Monthly Bookkeeping

Get your bookkeeping done for you so you can focus on the revenue-generating areas of your business.

included in every package

Organized and up-to-date bookkeeping on a monthly basis
Clean and simple reports sent to your inbox
Email support for any questions you have throughout the month
Collaboration with your CPA
Peace of mind knowing your bookkeeping is in good hands

customize your package with these add-ons

Year-End Catch Up

Get your bookkeeping caught up for 2024 so you have accurate and up-to-date reports for tax season.

what’s included

Quickbooks account setup (if needed)
Organized and up-to-date bookkeeping for the period
Clean and simple reports sent to your inbox
Loom video walking you through your financial reports for a clear understanding of what’s happened with your money over the period

Timeline: 2 week

Q+A Call

An opportunity for you to get answers to all of your bookkeeping Qs!

During this call, we can discuss any/all of the following:

…and any other questions you have related to bookkeeping for your business!

feelin' the vibe?

Let's Work Together.

No matter what stage of business you’re in, whether you’re here to learn how to do the bookkeeping yourself or ready to outsource it, I’m here to support you.