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Three service lines, built around how CPA firms actually work.

We don't try to do everything. We focus on the engagements that fill your billable hours β€” accounting, tax, and audit β€” and deliver them under your firm's brand, on your software, in your format.

01 Β· Accounting & Bookkeeping

Books that close on time. Every month. Every client.

Whether you support 10 small businesses or 200, we plug into your workflow and keep the books current β€” so your team can focus on advisory, planning, and growth.

  • Daily / weekly / monthly bookkeeping
  • Bank, credit card and merchant reconciliations
  • Accounts payable & accounts receivable
  • Payroll processing (Gusto, ADP, Paychex, QuickBooks Payroll)
  • Sales tax filings β€” multi-state
  • Month-end close, financial statements & MIS reporting
  • Catch-up & clean-up bookkeeping for new clients
  • Year-end finalization and CPA-ready reports

Software we work in

We are platform-agnostic and adapt to the tools your firm already uses.

QuickBooks Online
QuickBooks Desktop
Xero
Sage / Sage Intacct
NetSuite
FreshBooks
Bill.com
Gusto Β· ADP

Forms we prepare

  • Form 1040 β€” Individual returns (incl. Schedules A, B, C, D, E)
  • Form 1120 β€” C-Corporation returns
  • Form 1120-S β€” S-Corporation returns
  • Form 1065 β€” Partnership / LLC returns
  • Form 990 β€” Tax-exempt / Not-for-profit
  • Form 1041 β€” Estates and trusts
  • Form 706 / 709 β€” Estate & gift tax
  • State income tax returns β€” all 50 states
  • Sales & use tax Β· Payroll tax Β· 1099 / W-2 e-filings
  • FBAR & FATCA disclosures
02 Β· Tax Preparation

Returns ready when you are β€” accurate, reviewed, e-file-ready.

Our preparers and reviewers are trained on U.S. federal and state tax law and certified on the tools your firm uses. Every return goes through a two-tier internal review before it reaches your desk.

  • Two-tier preparer + reviewer model
  • Standard turnaround: 24–48 hours for 1040s
  • Capacity scaling during peak (Jan–Apr, Sept–Oct)
  • Year-round tax planning support
  • Trained on Lacerte, UltraTax CS, ProSeries, Drake, CCH Axcess, ATX
03 Β· Audit & Assurance Support

Workpaper-ready audit support that integrates into your engagement.

From planning to substantive testing to workpaper finalization, we extend your audit team's capacity β€” under your firm's brand, methodology, and review.

  • Risk assessment & audit planning
  • Internal control walkthroughs & documentation
  • Substantive testing (cash, AR, inventory, fixed assets, revenue, expenses)
  • Sampling & analytical procedures
  • Workpaper preparation in CCH Axcess Audit, Caseware, ProSystem fx, AdvanceFlow
  • Confirmations & subsequent events procedures
  • Financial statement drafting & disclosure review
  • Specialty audits β€” NFP, Single Audit (Uniform Guidance), employee benefit plans, HUD, broker-dealer
  • Review & compilation engagements (SSARS)

Standards we follow

U.S. GAASβœ“
U.S. GAAPβœ“
PCAOB standardsβœ“
AICPA SSARSβœ“
Yellow Book / Uniform Guidanceβœ“

Not sure which service line to start with?

Most firms start with a small pilot β€” typically 5–10 returns or one bookkeeping client β€” to test the fit before scaling. We'll help you scope it.

Talk to our partnership team β†’