Frequently Asked Questions

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Client Accounting
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Client Accounting Services


  • 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.

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  • 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 to quickly set up a reliable team as 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 as 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 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.

  • 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.

  • Process Automation

    SECTION 2.2

  • How much time does PAM™ save the average auditor?

    On average, PAM saves 50-75% time on an average-sized set of financial statements.

  • Do you offer other automation services for assurance and tax?

    Yes, we offer solutions for other assurance procedures as well as for tax preparation.

  • Do we have control over the service?

    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.

  • How long does it take to turn around a set of financial statements?

    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.

  • Can the review process be modified to our firm’s requirements?

    Yes, we can incorporate firm-specific checks.

  • How are documents shared? Is this secure?

    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.

  • What type of agreements do you provide?

    We provide a nondisclosure agreement (NDA) and master services agreement (MSA) that details the agreed-upon responsibilities of each party.

  • What stage should the statements be in before we review them?

    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.

  • What is your fee structure?

    We use a fixed fee for every financial statement review.

  • How should the process work on our firm’s end?

    We recommend that you assign certain resource(s) to oversee file receipt, delivery, and tracking.