Eleven distinct service lines, all delivered by dedicated US-trained accountants working inside your software. Pick one, combine several, or build a full offshore finance function.
Service map
Click any service for scope, software support, pricing, and how we staff it.
Transaction coding, reconciliations, month-end close, and financial statements inside QuickBooks, Xero, NetSuite, or Sage Intacct.
Forms 1040, 1065, 1120, 1120-S, 990 and sales tax across UltraTax, Lacerte, Drake, ProConnect, CCH Axcess and ProSystem fx.
Weekly, bi-weekly, or monthly payroll runs. Multi-state tax, W-2, 1099. Gusto, ADP, Paychex, Rippling, Paylocity.
Invoice capture, 3-way match, approval routing, and payment runs. Bill.com, Ramp, Brex, Tipalti, native AP.
Invoicing, dunning, collections, cash application, AR aging. Reduce DSO without adding headcount.
Workpapers, testing, PBC responses, tie-outs. White-label audit support for US CPA and audit firms.
Reconciliations, accruals, prepaid adjustments, financial statements – closed by the 10th, not the 20th.
Monthly P&L, balance sheet, cash flow, KPI dashboards, board packs. Fathom, LiveFlow, Jirav, custom models.
Team oversight, US GAAP reporting, internal controls, close management. Dedicated offshore controllers at a fraction of US rates.
FP&A, budgeting, fundraising support, board reporting. Strategic finance with ex–Big 4 offshore CFOs.
Full-stack accounting delivery for CPA firms running a CAS practice. White-label, staffed offshore.
What changes per service
Every service we run uses the same backbone: dedicated US-trained staff, a US-based manager reviewing output weekly, backup coverage on every seat, and documentation that travels with the role. What changes is the scope of work and the software stack. A bookkeeper's day looks different from a tax preparer's day, which looks different from an audit supervisor's day.
Here's how to think about choosing:
If you're unsure where to start, book a 15-minute scoping call – we'll map your current stack and show you which service line has the biggest capacity bottleneck.
15-min call. We'll tell you which service line actually matches your bottleneck – even if that answer is "none of them yet."
Book my call →