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QuickBooks And Xero Certified Experts
50% Reduction In Costs
Get A Free Quote !
Part Time / Full Time Resources For
- CPA Firms
- Enrolled Agents
- Bookkeeping Firms
- Tax Practitioners
- Business Owners
Hire Remote Team
9+
Years Of Success
1,100+
Happy Clients
250k+
Completed Project
20k+
Hours Of Experience
50
We serve in 50 states of USA
Get Started Today -
Below would be the next steps
Schedule An Introductory Call:
You can schedule a call here. If any of this is not suitable, do let us know your Convenient time. (Mornings are preferable).
Understanding your Business & Finalizing Quotation:
Please share your Last 2 months Bank & Credit card statements for us to give you a quote.
We shall send you a fixed price proposal for the work and once the Engagement letter is signed we shall start working.
Get Started:
Daily/weekly/monthly work updates as discussed will be sent to you once we start working followed by a Management report.
Below would be the next steps
Schedule An Introductory Call:
You can schedule a call here. If any of this is not suitable, do let us know your Convenient time. (Mornings are preferable).
Document Submission & Quote :
Send your previous year’s tax return and financial statements Via Mail.
Tax Review & Online Filing:
A CPA or EA reviews your tax return, followed by your final approval.
Get a Dedicated Accounting team at
no additional cost !
- Performs all Regular bookkeeping tasks including Payables Processing, Receivables Matching & reporting, Preparing Financial Statements, etc.
- Plans the work to deliver as per clients Expectations since Onboarding call.
- Preparation of Work Methodology & Processes for each tasks
- Prepares Checklists of Information required from client.
- Responsible for sending work updates on all days when file is worked upon.
- Perform Self review of work
- Regular Meeting to discuss Financials with Clients.
- Ensures Easy onboarding of client.
- Conducts internal review meeting for each of the file.
- Conducts meeting with the client to ensure the work is delivered as per the expectations.
- Acts as an backup for Senior Accounts Officer.
- Checks and reviews various financial documents to ensure Quality and Error free of work
- To documents all the Minutes of meeting.
- To create & Assign the tasks as per the clients requirements.
- To Ensure that team keeps their task list most upto date.
- Follow up with clients on requested information through emails and calls every 3 days
- Collecting all relevant information and documents from clients to complete the tax return accurately.
- Calculates the tax liability owed by the client.
- Completes the necessary tax forms
- Prepares Checklists of Information required for.
- Responsible for sending work updates on all days when file is worked upon.
- Have experience of more than 2 Tax Season
- Ensures Easy onboarding of client.
- Conducts internal review meeting for each of the file.
- Conducts meeting with the client to ensure the work is delivered as per the expectations.
- Acts as an backup for Tax Return Prepare.
- Checks and reviews various financial documents to ensure Quality and Error free of work
- To documents all the Minutes of meeting.
- To create & Assign the tasks as per the clients requirements.
- To Ensure that team keeps their task list most upto date.
- Follow up with clients on requested information through emails and calls every 3 days.
- Handle day-to-day administrative tasks, including email management and scheduling.
- Draft and edit various documents, reports, and presentations.
- Respond promptly to customer inquiries, providing assistance and solutions.
- Manage customer accounts, addressing concerns, and ensuring a positive experience.
- Conduct thorough market research and gather relevant data.
- Analyze data to provide valuable business insights and recommendations.
- Identify opportunities for process improvement and efficiency.
- Play a key role in optimizing day-to-day operations through technological solutions.
- Oversee the work of Virtual Assistants, ensuring tasks are distributed effectively.
- Monitor progress and ensure deadlines are met.
- Develop and implement comprehensive training programs.
- Provide ongoing coaching, feedback, and support to team members.
- Monitor the quality of work produced by the team.
- Act as a bridge between Virtual Assistants and upper management.
- Facilitate effective communication within the team.
- Address team concerns and relay important information.
- Develop and implement strategic plans aligned with company goals.
- Optimize the utilization of Virtual Assistant services.
- Ensure resources are allocated based on project requirements.
- Build and maintain strong relationships with clients.
- Monitor the quality of work produced by the team.
- Ensure client satisfaction and retention.
- Identify and evaluate new technologies for increased efficiency.
Why are we the 1st choice of US Businesses for Accounting & Tax Return Preparation?
Experienced and Trained Professionals
With years of industry knowledge and continuous training, our professionals ensure success.
Organized Project Management System
We have a self hosted project management system that helps in communicating with you clearly and manage your project efficiently.
Reduce 50% In Current Costs
Save 40-50% Compared to local Bookkeepers or Accountants
Transparent Processes
We strive to maintain clear and transparent processes to ensure our clients are fully informed and confident in the outcomes.
Faster Turnaround
We typically respond to emails within the same day or within a maximum of 24 hours.
Detailed & Regular Work Updates
Get regular work updates through email containing all the necessary information you need to carry out business operations.
Meetings on the go
Arrange meetings with our experts on the go for effective communication and convey your needs.
Meeting Deadlines
We finish all our work prior to deadlines to prevent any kind of chaos during finalization.
Detailed Checklists
Get a well-defined checklist with all your requirements to avoid any confusion.
High Quality of Work
Our Standardized Procedures and detailed Checklists ensure error-free work.
Bookkeeping Software Expertise
Federal & State Tax return Filing
A licensed CPA to review and file your tax Returns with IRS..
Monthly Financial Statement
Your monthly financial statements help you gauge on your cash flow and plan for the consecutive month better.
Accounts Receivable Management
We manage the amount that you are yet to receive from your vendors/you haven’t yet received
Accounts Payable Management
We perform entire lifecycle from Email handling, Vendor payments to reconciliation of vendor statement
Reconciliations
Bank , Credit Card , Payment Gateway & Control Account Reconciliations
Cash Flow, Budgeting and Forecasting
Budgeting is a very important aspect of the accounting process of the business.
Expertise in Tax Return Preparation Software
for CPA firms & Enrolled Agents
Cloud AddOns Expertise
20+ Ecommerce Marketplaces
20+ Payment Gateways used
15+ Similar software used
10+ Practice Management Software used
15+ Payroll Software used
10+ KPI reporting software used
15+ Communication Channel used
8+ Cloud Storage System used
All Industry leading gateways used
Get a resource within 24 hours from our pool of 320+ professionals
BOOKKEEPER
- Experience : Ranges from 1-20 years of experience.
- Certification :QuickBooks / Xero/ NetSuite/ SAGE Certified.
- Qualification : Commerce Graduate/ Master’s in commerce or Semi-Qualified CPA.
- Industry : Worked with multiple industries for various CPA firms.
- Geography : Expert in US/ Canada Bookkeeping.
- Data Point : Process 10 Million+ bookkeeping transactions per year.
Tax Preparer
- Experience : Ranges from 3-20 years of experience in US & Canada Taxation.
- Tax Tools :ProConnect/ ProSeries/ Lacerte / Drake/ATX
- Qualification : EA, Indian CPA, Commerce Graduate/ Master’s in commerce or Semi-Qualified CPA.
- Tax Returns :US : 1040,1065,1120-s, 1120,990 and 1041 CA : T1, T2 and T3
- Data Point : Prepare 250+ tax returns per year per person.
Complex Accounting, Reporting & Consulting
- Experience : Ranges from 4-20 years of experience in US GAAP & IFRS.
- Type :CaseWare, FxPro Systems & Excel based templates
- Qualification : Indian CPA, Master’s in commerce or Semi-Qualified CPA.
- Assignments: US GAAP & IFRS Advisory, Accounting implementation, Accounting policies, Period end accounting & reporting. OKkeeping.
- Data Point :Prepare 2,500+ financial statements per year.
Audit Support
- Experience : Ranges from 2-20 years of experience in US & IFRS Audit.
- Type :Listed/SEC & Non-SEC Audits
- Qualification : Indian CPA, Master’s in commerce or Semi-Qualified CPA.
- Assignments : End to end USGAAP & IFRS Audit support including audit planning, materiality assessment, control & substantive testing & finalization of audit assignment.Canada Bookkeeping.
- Data Point : 30+ audits per year.
We Serve All Types Of Industries
CONTACT US FOR ANY QUESTIONS
Office Infrastructure Virtual Walk Through
