Industries / Accounting and CPA Firms
Preparation done. Your staff review.
The monthly client books, the reconciliations, the tax-season intake and the admin that keeps a firm's seniors from doing senior work. Handled in your systems, to your review standards, by a dedicated team that stays through busy season.
A clean line between preparation and judgement.
We do the work that follows a procedure. Your firm does the work that requires a licence, a judgement or a relationship. The line is written into the engagement, and it doesn't move without both of us agreeing.
- Monthly bookkeeping for your clients: categorization, reconciliations, close
- Workpaper preparation and tie-outs
- Sales tax and payroll data compiled for filing
- Tax organizer intake, document chasing and indexing
- Fixed-asset schedules, loan amortization, prepaid rollforwards
- Client onboarding admin and engagement-letter paperwork
- Review notes and final approval
- Tax positions and return signature
- Advisory, planning, client meetings
- Anything requiring a CPA licence or professional judgement
Staffed for the year you actually have.
Firms don't need a flat team. They need a team that's bigger from January to April and steady the rest of the year.
Illustrative seat plan for a firm with 150 bookkeeping clients: 5 seats year-round, 10 in season.
- Chart-of-accounts conventions per client type
- Materiality thresholds for query vs. post
- Naming and filing rules for workpapers
- Reviewer note format and clearance
- Turnaround targets by task type
- Systems: practice management, accounting, document portal, tax software
- Client contact policy (none, unless instructed)
- Consent forms on file for tax-related work
We learn your firm's way before we touch a client file.
Every firm has conventions its seniors carry in their heads. We get them out of heads and onto a page during onboarding, so our preparers produce files that look like they came from your own junior on a good day.
Then we shadow: your reviewer checks everything for the first client cycle, we fix what they flag, and the standards document gets updated. By month two, review notes should be about the client, not about us.
Questions
Will our clients know?
That's your call. We work inside your practice management and accounting systems under your firm's name. Many firms disclose an outsourced team in their engagement letters; some don't. We follow your policy and never contact your clients directly unless you ask us to.
How do you handle review notes?
Your reviewer leaves notes in the workpapers or the accounting file the way they would for a junior on staff. We clear them, mark them cleared, and the file comes back for sign-off. Recurring notes become a change to the procedure so they stop recurring.
How do you handle client confidentiality and consent?
We work inside your systems under your firm's access rules, so client data stays where you keep it. Where tax-related work needs the client's written consent before their information is shared with an outside preparer, we help you with the wording and keep the consent on file; we don't start that work without it.
Can you scale up for January to April?
Yes, with a plan agreed in the autumn. We keep a bench trained on your systems and your firm's standards so seasonal seats aren't starting from nothing.
How is it priced?
A monthly fee per dedicated preparer, or a per-client-book rate for standardised monthly bookkeeping. Tax-season surge is priced per seat for the months you need it.