CPA & Firm Support

Back-office strength for modern bookkeeping and accounting firms.

Built for Firms Managing Growth, Complexity, and Peak Demand

As bookkeeping and CPA firms grow, internal operations become more complex. Tax season and year-end workloads, review cycles, audit-ready workpapers, and PBC (Provided by Client) list management place significant strain on internal teams—often impacting turnaround times and delivery quality.

We partner with firms that need busy season capacity and tax season relief through a turnkey staff augmentation model—without adding permanent headcount or losing control over standards, timelines, or client relationships.

A Seamless Extension of Your Firm

We work quietly behind the scenes as part of your team, aligning with your workflows, quality standards, and delivery expectations. Our structured approach delivers reliable staff augmentation that ensures consistency, accountability, and scalability across engagements.

Our support model helps you:

  • Scale capacity quickly without long-term hiring commitments
  • Add busy season capacity without onboarding friction
  • Maintain consistent, audit-ready quality during peak periods
  • Reduce review fatigue and partner bottlenecks
  • Keep partners and senior staff focused on advisory and client-facing work

White-Label CPA & Firm Support, Delivered Under Your Brand

We provide white-label CPA firm support and turnkey staff augmentation tailored to the operational needs of bookkeeping, tax, and advisory firms.

Our services include:

  • White-label turnkey staff augmentation for CPA and advisory firms
  • Trial balance preparation and validation
  • Tax lead sheet preparation and reconciliation support
  • Year-end readiness and CPA coordination
  • Audit-ready workpaper preparation
  • PBC list tracking, follow-ups, and document management
  • Review support and issue resolution
  • SOP development and process standardization
  • Busy season and peak-period capacity support

Technology-Enabled Firm Operations

We work with QuickBooks Online, Xero, Wave, TallyERP, Odoo, and NetSuite. We integrate seamlessly with your existing tools and workflows, supported by a proprietary internal platform built and maintained by our in-house technology team.

This enables:

  • Standardized execution across engagements
  • Clear task ownership and real-time status visibility
  • Secure, role-based access with full audit trails
  • Custom workflows and reporting as your firm evolves

Why Bookkeeping & CPA Firms Partner With Us

  • Fully white-label delivery aligned to your brand
  • Turnkey staff augmentation without long-term overhead
  • Advisory-grade quality and audit-ready documentation
  • Proven busy season and tax season relief
  • Secure, compliance-focused execution
  • Accounting expertise supported by in-house technology

FAQs

We provide a dependable back-office that allows you to manage growth without being limited by your current staff size.

No, you maintain full control over standards, timelines, and client relationships.

We act as a seamless extension of your firm, providing the extra hands needed during peak review cycles.

Yes, as your firm grows, we help manage the increasing complexity of your internal operations.

Yes, our Managed Accounting Services (MAS) are designed to keep your clients audit-ready and compliant.

We focus on long-term partnerships, providing stable support that grows with your firm.

We prioritize data security and confidentiality, following best practices to protect all firm information.

We assist with the documentation requirements necessary for year-end reviews and tax preparation.

We combine accounting expertise with dedicated technology, ensuring your firm’s back-office is both efficient and scalable.