Our Services

Full-Service Offshore Accounting for US CPA Firms

From routine bookkeeping to complex audit engagements — our ex-Big-4 team handles it all, at 60–70% less than US hiring costs.

Audit

Audit Services

Our audit team is staffed by senior professionals with direct Big-4 experience. We deliver thorough, defensible audits that meet US GAAS standards — at a fraction of the cost of domestic hires.

✓
Ex-Big-4 auditors (PwC, Deloitte, EY, KPMG)
✓
US GAAS and GAAP compliant work products
✓
Financial statement audits, reviews, and compilations
✓
Internal audit support and risk assessments
✓
High-quality output at 60–70% reduced cost

Get a Free Trial
100%
GAAS Compliance Rate
80%+
Big-4 Background
60%
Average Cost Reduction
15+
Years US Audit Experience
Accounting

Accounting & Bookkeeping

Our certified QuickBooks and Xero experts handle everything from day-to-day bookkeeping to full-scale financial reporting and CFO-level financial support for your clients.

✓
QuickBooks Desktop & Online certified professionals
✓
Xero-certified bookkeeping and reconciliation
✓
Monthly, quarterly, and annual financial reporting
✓
Accounts payable and receivable management
✓
CFO-level financial analysis and board reporting

Get a Free Trial
📗
QuickBooks Online
Certified Expert
🔵
Xero
Certified Advisor
⚙️
NetSuite & Intacct
Enterprise Accounting
500+
Clients Served Across All Platforms
Tax

Tax Preparation

Scale your tax season capacity without hiring additional US staff. Our tax professionals are trained on the same software your firm uses — ensuring zero learning curve and full workflow compatibility.

✓
Individual, partnership, corporate, and trust returns
✓
Federal and all 50-state tax filings
✓
Drake Tax, ProSeries, ProConnect, Lacerte proficiency
✓
Tax research and planning support
✓
Seasonal surge capacity — scale up during tax season

Scale Your Tax Team
🦅
Drake Tax
📋
ProSeries
🔗
ProConnect
💎
Lacerte
10,000+
Tax Returns Filed Annually
Marketing

Marketing for Accounting Firms

Most CPA firms struggle to attract ideal clients consistently. We build and run the systems that generate a predictable stream of qualified leads — so you can focus on serving clients, not hunting for them.

✓
Ideal client profiling and targeting strategy
✓
Multi-channel digital lead generation systems
✓
LinkedIn outreach and content marketing for CPA firms
✓
Sales pipeline setup and CRM configuration
✓
Referral partner program development

Grow Your Client Base
Lead Generation Pipeline
📣 Awareness 1,200 / mo
📥 Leads 240 / mo
📅 Calls Booked 48 / mo
✅ New Clients 12 / mo
High Value

CFO & Advisory Services

The highest-margin revenue in any CPA firm comes from advisory. We help you build and deliver premium advisory offerings that dramatically increase revenue per client — without adding headcount.

✓
Virtual CFO service package design and delivery
✓
Business forecasting and financial modeling
✓
KPI dashboards and management reporting
✓
Strategic planning and growth consulting
✓
Mergers, acquisitions, and due diligence support

Add Advisory Revenue →
💡

Revenue Per Client

$3K
Tax-Only Client
$24K
Advisory Client

Advisory clients generate 8× more revenue than tax-only engagements.

Ready to Expand Your Service Offering?

Book a free strategy call. We'll walk you through exactly which services can make the biggest difference for your firm.