Firm Solutions

Offshore Support for CPA & Tax Firms

Your team behind the scenes. Your established processes — our skilled, scalable workforce.

The CPA Trust Shield

Our backend commitment

To protect your client relationships and your practice's reputation, we maintain strict non-solicitation guidelines:

  • Strict White-Label execution — We work fully under your firm's identity. We never approach or contact your clients directly.
  • Resource Security — Signed NDAs and strict physical data restrictions are enforced on every employee.
  • Seamless Hand-offs — All communication runs only through your firm managers. We stay completely behind the scenes.

1. Accounting & Bookkeeping Support

Maintain your clients' day-to-day books accurately, keeping general ledgers up-to-date, closed, and ready for your monthly reporting.

What We Handle:

  • U.S. GAAP compliant general ledger entries
  • Bank, credit card, and loan balance matching
  • Month-end and year-end closing support
  • Drafting balance sheets, P&Ls, & cash flows

Output alignment: All deliverables are prepared matching your firm's custom layout, formatting, and file systems.

2. AP & AR Administration

Take back-office routines off your core staff's plate. We process invoices, follow up on receipts, and generate aging reviews for your review.

What We Handle:

  • Vendor bill tracking, coding, and payment setup
  • Client invoice generation & receipt posting
  • Aged receivables follow-ups & reconciliations
  • AP/AR approval workflow coordination

Output alignment: Process coordination aligns completely with your clients' authorization limits and approval structures.

3. Tax Preparation & Workpapers

Reduce tax season bottlenecks. We prepare tax returns and compile clear supporting schedules, letting your senior partners focus on review and advisory.

What We Handle:

  • Business tax return drafts (1120, 1120S, 1065)
  • Individual tax return drafts (Form 1040 & Schedules)
  • Quarterly tax projection calculations
  • Tax workpapers compilation & organizer checks

Output alignment: Return files are prepared on your software systems, but final reviews and filings are always executed by your firm.

4. Payroll Processing Support

Ensure reliable, state-compliant payroll processing for your clients while reducing your firm's administrative management burden.

What We Handle:

  • Payroll calculations & withholdings updates
  • New-hire onboarding records & termination adjustments
  • Gusto, ADP, isolved, Paychex, or QB setups
  • Payroll journal entries matching to bank feeds

Output alignment: Standard checklists ensure payroll checks and tax filings are calculated and balanced precisely.

5. Back-Office Administrative Support

Offload the non-accounting overhead. We manage client reminder tracking, electronic file sorting, and tax organizer pre-filing preparation.

What We Handle:

  • Tax season document organization & file indexing
  • Missing document reminder follow-ups (on client request)
  • Firm deliverable sheets & task tracker updates
  • Document management and paperless filing support

Output alignment: Clean paperwork workflows minimize your onshore administrative bottlenecks significantly.

6. Audit & Due Diligence Support

Support your engagement teams during audit peaks. We compile schedules, run analytical checklists, and tie out final disclosures.

What We Handle:

  • Audit binder preparation & disclosure tie-outs
  • Supporting balance sheet schedule compilations
  • Sample data extraction & testing file updates
  • Due diligence data room indexing & analysis

Output alignment: Structured audit files speed up reviews for your senior engagement managers.