For CPA firms
Preparation support for CPA firms in the US and the UK
Busy season is when most small firms start turning work away. Our team in India prepares bookkeeping, workpapers and returns for your clients under your firm’s name. You keep the client relationship and review everything before it goes out.
What we prepare
- Monthly bookkeeping and reconciliations in QuickBooks Online, Xero or your client’s system
- Business returns on Form 1120
- Individual returns on Form 1040
- Payroll Forms 940 and 941, and 1099s
- Sales tax returns
- For UK firms: year-end accounts, CT600 returns and VAT returns
- Workpapers in your firm’s format, against your checklist
How we start
1
A trial
Send two or three files from last season. We prepare them and you judge the work before committing to anything.
2
Access on your terms
We work inside your systems or a shared drive you control. Client data stays off personal devices.
3
A steady rhythm
Because of the time difference, files you send at the end of your day are often back the next morning.
Software we use
Drake, ProConnect, Lacerte, QuickBooks and Xero. Our US tax work is led by an IRS Enrolled Agent.
Data protection
Our data protection officer, Martin de Bruin, sets the rules for how we handle client data. We sign your confidentiality agreement and your data processing terms before any files change hands.
Talk to us
Tell us where your companies are and what’s due next. We usually reply within one working day.
Try us on a few files
No commitment. If the work isn’t up to your standard, you’ve lost nothing.