For CPA & Accounting Firms — US · UK · Australia

Your brand. Your clients. Our work.

A CA-led offshore team for CPA and accounting firms — capacity without overhead, quality without compromise, and full confidentiality from Day 1.

§ 01 Why CPA Firms Work With Us

Capacity without overhead. Quality without compromise.

01

Capacity Without Overhead

Scale bookkeeping without local hiring — 40–60% cost vs US/UK in-house staff, with no recruitment or training burden. Scale up or down as needed.

02

CA-Qualified Specialists

CA qualification, the Indian CPA equivalent — with deep multi-entity bookkeeping experience across e-commerce, SaaS and trading.

03

Fully White-Label

Your brand, your client, our work. NDA signed before any engagement — deliverables in your own format and templates. Clients never know we exist.

04

Reliable & On-Time

Month-end closed by Day 5, every month, with a dedicated CA point of contact and issues flagged proactively.

§ 02 What We Deliver

Full-cycle bookkeeping and reporting for your clients.

01

Bookkeeping & Month-End Close

Daily bookkeeping, bank feed management, multi-entity and multi-currency support, and a clean financial package by Day 5.

Transaction RecordingBank Feed ManagementMulti-Entity Support
02

AR & AP Management

Invoice processing and vendor bills, collections tracking and aging reports, plus credit card and line-of-credit reconciliation.

Invoice ProcessingCollections TrackingVendor Reconciliation
03

Bank & Clearing Reconciliations

Daily and monthly bank reconciliations, merchant account recon (Stripe, Shopify, PayPal), and e-commerce payout reconciliation.

Bank ReconMerchant ReconPayout Recon
04

Month-End Close Package

Accruals, prepaid and depreciation schedules, inter-company reconciliations, and trial balance with adjusting entries.

AccrualsInter-Company ReconTrial Balance
05

Audit Assistance

Working paper preparation, lead schedule and PBC list support, audit evidence compilation, and adjusting journal entry support.

Working PapersPBC SupportAJE Support
06

Tax Season Support

Books cleanup and catch-up bookkeeping, year-end adjusting entries, depreciation schedules, and coordination with your tax team.

Books CleanupYear-End EntriesTax Coordination
§ 03 Tools We Work In

No migration needed — we operate in your client's stack.

QuickBooks Online

Daily bookkeeping, class/location tracking, QBO Advanced reporting and multi-entity setups.

NetSuite

Multi-subsidiary consolidation, segment reporting, and the revenue recognition module.

Xero

UK & Australia client bookkeeping, bank rules, auto-reconciliation and Xero Payroll.

Zoho & Others

Zoho Books, Exact Online, Tally, Sage and FreshBooks — covered.

§ 04 Our Engagement Model

Simple, secure, and professional from Day 1.

01

NDA & Setup

NDA signed before any access is granted, a secure file-sharing protocol agreed, chart-of-accounts briefing, and a 30-minute onboarding call.

02

We Deliver

Work begins within 48 hours, with daily or weekly updates as agreed and month-end closed by Day 5, every month.

03

You Review

Clean financials in your own format and template. You review, adjust and deliver to the client — who sees only your firm's work.

04

Start With a Pilot

A 2-week free trial on one client's books, no long-term commitment required — flexible as project-based or retainer once you're ready to scale.

Confidentiality

NDA signed before any file is shared. Deliverables in your templates, your formatting, your review process — your clients never know we're part of the team.

Ready to add capacity without adding headcount?

Book a Free Discovery Call