What types of accounting services are available to our company?
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. Click here to learn more.
What services do you provide to support our audit operations?
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.
How can you help my company gain efficiencies in our accounting operations?
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.
Would you help build our accounting practice from scratch?
Yes, we provide thorough Client Accounting services to CPA firms and will help you quickly set up a reliable team per your specifications at a fraction of the cost of a domestic team.
How is the team structured?
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.
What is your fee structure?
While we charge a fixed rate per month that is customized per the team structure, which would be specific to your requirements, we are flexible to offer fractional staff time in certain situations.
What can you tell me about security?
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 are 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.
What types of accounting software do you work with?
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.