Welcome to
CPA Backoffice Services

We offer comprehensive back-office support to CPA firms in the US and Canada, including Bookkeeping, Bank Reconciliation, Payroll, and assistance in preparation of Tax Return.

About Us

Comprehensive Back-Office Support for CPA Firms in the US and Canada.

For small, mid-sized, and large CPA firms based in the US and Canada, we serve as a back-office team, assisting with various activities, including bookkeeping, bank reconciliation, payroll, and tax return preparation.

Our goal is to empower CPA firms by providing a skilled back-office team that operates seamlessly as an extension of your own staff. We aim to be your one-stop solution for talent acquisition and scalability.

Our experienced team comprises over 20 professionals who are well-versed in the outsourcing requirements and standards of the US and Canada. We prioritize delivering high-quality and measurable services.

By entrusting us with back-office tasks, CPA firms can shift their focus to front-end activities, such as acquiring new clients and enhancing client relationships.

Services

Client Onboarding

Streamline the process of bringing new clients on board.

Monthly Bookkeeping

Regular, accurate financial record maintenance to keep clients up to date.

Year End Cleanup

Ensuring all financial records are accurate and compliant for tax reporting.

Accounts Payable

Managing and tracking payments to vendors and suppliers.

Accounts Receivable

Handling invoices and tracking payments from clients.

Bank Reconciliation

Ensuring bank statements match financial records for accuracy.

Financial Statements

Preparation of comprehensive financial statements, including income statements, balance sheets, and cash flow statements.

Individual Tax Return

Assistance with personal tax returns for clients.

Business Tax Return

Expertise in preparing and filing business tax returns.

Customer Support

Providing responsive and helpful support to address client inquiries and concerns.

Cloud Accounting Integration

Helping clients set up and manage cloud-based accounting software for real-time access to financial data.

Payroll Processing

Managing payroll tasks, including calculating and distributing employee salaries and taxes.

How We Work

Our working methodology is very simple:

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    We offer comprehensive back-office support to CPA firms in the US and Canada, including bookkeeping, Bank Reconciliation, Payroll, and assistance in preparation of Tax Return.

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