Frequently Asked Questions
Client Accounting Services
We offer various levels of accounting services including bookkeeping & accounting, AR/AP management, financial statement preparation, controller and CFO services, data migrations, and full Client Accounting Services.
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We offer a blend of automation and back-office services such as quality control, preparation, and reviews of financial statements, planning, audit testing, and reporting.
Our expert back-office staff provides high-level services at a fraction of the cost of what a typical accounting department costs in the US. In addition, we utilize process automation and AI technologies to reduce the amount of mundane, repetitive work currently required of your team.
Yes, we provide thorough Client Accounting services to CPA firms and will help you to quickly set up a reliable team as per your specifications at a fraction of the cost of a domestic team.
We build a team specific to your requirements that can quickly scale with your growth. Typically, a base team consists of a Partner/Director, Client Services Manager, and 1-2 dedicated experienced staff.
While we charge a fixed rate per month that is customized as per the team structure, which would be specific to your requirements, we are flexible to offer fractional staff time in certain situations.
We have implemented physical, network, application, and data-based security measures to ensure the safety of your data. We also regularly review and update our security procedures.
In addition, All sensitive data is shared via a secure file-sharing portal solely for your company’s use. We are SOC & HIPPA compliant and provide training to our staff including acceptable use, personal security, data protection, PCI, and incident response.
We work with any accounting software that you may be using: Sage Intacct, QuickBooks, NetSuite, Xero, MAS90/Sage100.
Our team is certified in QuickBooks and Sage Intacct.
On average, PAM™ saves 50-75% time on an average-sized set of financial statements.
Yes, we offer solutions for other assurance procedures as well as for tax preparation.
PAM™ is typically used as a full-service solution where our back-office team utilizes the AI-powered PAM™ to deliver high-quality reviews of financial statements for CPA firms quickly. We are currently offering a limited release of PAM™ for some clients to utilize the product internally.
If you prefer to license PAM™, please let us know.
While we guarantee a turnaround time of no later than 2 business days for financial statements, most statements are delivered within 24 hours depending on their lengths and volumes. We also accommodate high-priority requests that require immediate attention.
Yes, we can incorporate firm-specific checks.
All the documents are shared via a secure file-sharing portal tailored specifically to your company. Client documents never leave our secure environment, printed, or otherwise copied.
We provide a nondisclosure agreement (NDA) and master services agreement (MSA) that details the agreed-upon responsibilities of each party.
Typically, clients like to ensure that their statements are thorough from a technical standpoint before we begin our review however, we accept and review statements at any stage of the process.
We use a fixed fee for every financial statement review.
We recommend that you assign certain resource(s) to oversee file receipt, delivery, and tracking.