A full back-office bench, on demand
Six service lines, delivered by a dedicated team that works to your firm's checklists and review standards.
Bookkeeping
Transaction coding, bank and credit card reconciliation, accounts payable and receivable management, and clean monthly books ready for your firm's review — in the software and chart of accounts your client already uses.
Accounting & Financial Statements
Full-cycle accounting, month-end and year-end close, and GAAP-compliant financial statement preparation — balance sheet, income statement, and cash flow — your reviewing partner can sign off on.
CPA Back Office Support
A dedicated team embedded directly in your firm's workflow — client file prep, workpaper support, and review-ready deliverables produced under your firm's own process and templates.
Tax Preparation
Individual and business tax return preparation, supporting schedules, and filing-ready workpapers, prepared for your team's review and final sign-off before submission.
Payroll
End-to-end payroll processing, filings, and compliance tracking for your clients' employees and contractors — accurate and on schedule, every pay cycle.
Virtual CFO & Advisory
Cash flow forecasting, performance analysis, and financial modeling support for your firm's advisory-tier engagements and higher-value clients.
Not sure which services you need?
We'll help you scope the right mix during a free consultation.
Request a Consultation