Welcome to
CPA Backoffice Services

For small, mid and large sized CPA firms based in the US and CAN, we work as a back office team for variety of activities like bookkeeping and accounting, payroll processing, individual and business tax return preparation, audit support etc.

Our endeavor is to help CPA firms and add value by working with our right talent of back office team players who operates as your own team members. We prefer to be a one stop solution to end the search for right talent along with the scalability to grow.

Our experienced back office team of 250 plus employees are well aware of the US and CAN outsourcing industry requirements and standards to be delivered. Therefore, we focus on delivering services which are qualitative and quantifiable.

Thus, CPA firms can focus more on the front ending activities like new client acquisition, better client relationship management etc.

How we work

Our working methodology is very simple:

  • We work on your softwares and systems by remotely logging in through VPN / RDP / Go-To-MyPC / Log-Me-In / Teamviewer / any other way you prefer for us to access your softwares
  • We follow your Project Management System
  • We follow your Timesheet Management System
  • We follow your priorities and update you with the status
  • We follow your reporting mechanism
  • Our team reports directly to you and your team

Capabilities

Accounts Payable Management
including recording of Vendor invoices, Debit Memos check payments

Accounts Receivable Management
including recording of Customer invoices, Credit memos, refunds and payments

Bank Accounts
Reconciliation

Credit Card Reconciliation

Classification
of the expenses and income accurately

Loan entries and reconciliation

Prepare P & L and
Balance sheet statements, etc.

Recording and Reconciliation
of Payroll entries with quarterly and annual payroll returns

General Ledger Review

Preparing Work papers and Financials statements, etc.

Finalization

Financial Reporting and Analytics

Individual Tax Return Preparation

Business Tax Return Preparation

Audit Support Services

Positions
  • Junior Bookkeeper1 to 1.5 years experience of working with US outsourcing industry
  • Senior Bookkeeper2 to 2.5 years experience of working with US outsourcing industry
  • Senior Accountant3 to 5 years experience of working with US outsourcing industry
  • Junior Payroll Associate1 to 1.5 years experience of working with US outsourcing industry
  • Senior Payroll Associate2 to 3 years experience of working with US outsourcing industry
  • Junior Tax Return Preparer2 to 3 tax seasons experience of working with US outsourcing industry
  • Senior Tax Return Preparer5 to 6 tax seasons experience of working with US outsourcing industry
  • Junior Audit Associate1 to 1.5 years experience of working with US outsourcing industry
  • Senior Audit Associate2 to 3 years experience of working with US outsourcing industry