Payroll Management
- Processing payroll accurately and on-time
- Tax return filings and compliance
- Review of employee hours and attendance
- Accruals & reconciliations
- Benefits administration
- Multi-state payroll processing
FOR CPA & BOOKKEEPING FIRMS
For CPA & Bookkeeping Firms
Partner with us to scale your practice with white-label services and dedicated support. We provide the expertise and resources you need to grow your firm efficiently.
COMPREHENSIVE SOLUTIONS
Core Services
White-label services designed to help you scale your practice
Fractional CFO Services
- Budgeting and forecasting
- Financial projections and modeling
- FP&A (Financial Planning & Analysis)
- MIS reporting and dashboards
- SOP drafting and implementation
- Workflow automation and optimization
Sales & Use Tax Preparation
- Determination of taxable/exempt supplies
- Sales tax calculation and reporting
- Nexus determination across states
- Filing and remitting obligations
- Exemption certificate management
- Audit support and representation
Tax Return Filing
SPECIALIZED SUPPORT
Back Office Support
Designed specifically for CPA and bookkeeping firms, our white-label support acts as a seamless extension of your team. We handle routine accounting tasks efficiently, allowing you to focus on high-value advisory services and client relationships.
Bookkeeping & Reconciliations
Accounts Payable & Receivable Management
Financial Statement Preparation
Payroll Processing & Tax Assistance
Strengthening Your Firm with Reliable Back Office Solutions
C2C Partnership Model
Client-Centric ApproachAssign us a large dedicated client, and we’ll deploy our team-as-a-service (TaaS) tailored to your client’s needs.
Direct Client CommunicationOur team manages both back-end operations and client interactions, ensuring seamless workflows.
Flexible Resource AllocationScale the team as per client requirements for cost-effective and efficient service delivery.
Portfolio Management Model
Dedicated Client PortfolioAssign us a portfolio of clients, managed by our expert team.
Back-Office SupportWe handle accounting and bookkeeping in the back end and report to your team for client communication.
Efficiency & ExpertiseStreamlined processes reduce turnaround times, ensuring high-quality, consistent service.
WHY CHOOSE US
What makes us Unique?
Client-first Approach
Your success is our priority
Tech-Driven Efficiency
Latest tools and automation
Affordable
Cost-effective solutions
Data Security
Bank-level encryption
Industry Expertise
Specialized knowledge
Big 4 Experience
Top-tier professionals
Timely Delivery
20 min turnaround
Scalability
Grow with your business
Our Journey so far...
Validated by our trusted clients. See our impact at a glance.
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SECURE & COMPLIANT
Data Security
We prioritize financial data security with enterprise-grade protection measures, ensuring your information remains confidential and secure at all times.
End-to-End Protection
Complete data protection across all touchpoints
Encrypted & Compliant
Industry-standard encryption and compliance
Web & Email Security
Secure communication channels
Strict Access Controls
Role-based access management
DLP
Data Loss Prevention systems
Anti-Ransomware
Advanced threat protection
On-Site Operations Only
No remote work vulnerabilities
Regular Audits
Continuous security assessments
TECHNOLOGY STACK
Tool Ecosystem
We seamlessly integrate with the tools you already use
Accounting and Related Softwares
Xero
FreshBooks
QuickBooks
Tally
Sage
SAP
NetSuite
Zoho
Oracle
JD Adverse
Yarde
Bussiness Central
Appfolio
Communication Channels
Skype
Zoom
Teams
Slack
Meet
WhatsApp
Document Storing & Sharing Modes
Drive
Dropbox
SharePoint
Gmail
OneDrive
WeTransfer