Back-Office Support Built for CPA Firms

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Your Trusted white labelling partner

Scale your firm with a dedicated backend team operating
strictly under your supervision

Work delivered under your branding

Prepared for your review and approval

Dedicated team allocation

Secure infrastructure (ISO 27001)

No client communication without instruction

All work is prepared for your review, approval, and delivery under your brand.

Support Areas

Tax Preparation Support

Accurate, organized, and review-ready returns prepared under your firm’s supervision.

  • 1040 Preparation
  • 1120 / 1120S
  • 1065
  • 1041
  • State Returns
  • Extension Filings
  • Workpaper Preparation
  • Organizer Review

Bookkeeping Support

Structured monthly accounting support for your clients — delivered as your extended team. Includes:

  • Monthly Bookkeeping
  • Bank & Credit Card Reconciliations
  • Cleanup & Catch-Up
  • Financial Statement Preparation
  • Depreciation Schedules
  • A/R & A/P Support
  • Payroll Processing Support
  • 1099 Preparation Support

Industry Expertise

We regularly support CPA firms serving clients in

Real Estate
Construction
eCommerce
Professional Services
Nonprofits
Small & Mid-Sized Businesses
Flexible engagement options

Engagement Models

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Per-Return Pricing

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Monthly Retainer

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Dedicated Team Model

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Seasonal / Busy Season Support

Why CPA Firms Partner With Us

  • Senior Primary Point of Contact
  • ISO 27001:2022 Certified Data Security Environment
  • 2-Level Review Structure for Quality Control
  • Scalable Capacity During Busy Season
  • Clear Turnaround Timelines
  • U.S. CPA-led tax oversight team
  • Secure cloud-based access & infrastructure
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