CPA Firm Outsourcing
CPA Firm Outsourcing extra capacity, on demand.
Need more hands in tax season or for monthly close? We work as an extension of your team, with indexed workpapers, review notes and reviewer-ready handoffs.
CPA Firm Outsourcing
Handled end to end
What's included
Handled, end to end.
- 01Individual and business return preparation
- 02Organizer review, K-1 entry, depreciation and basis workpapers
- 03Monthly bookkeeping, QBO reconciliations and year-end packages
- 04Payroll register review and 941/940 reconciliations
- 05ITIN intake and CAA workflow for your clients
- 06Secure document handling and clear status updates
The process
Three steps. Nothing hidden.
Tell us about your business
Share a few details about your goals and situation. We confirm what you need and the best way to do it.
We prepare and file
Our team prepares the documents, handles the filings and keeps the paperwork accurate and compliant.
Track progress and receive documents
Get updates along the way and receive your finished documents, ready to use.
Questions
Good to know.
Related
Often paired with this.
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