Accounting firms in the United States and the United Kingdom
Our team in India prepares bookkeeping, workpapers and returns for the clients of US and UK accounting firms. The work goes out under your firm’s name. Your staff review it and sign it, and the client relationship stays with you.
In short
- Returns
- Forms 1120 and 1040, payroll forms and sales tax. For UK firms, accounts, CT600 and VAT
- Software
- Drake and TurboTax for US returns. QuickBooks and Xero for books
- Whose name
- Yours. We do not contact your clients unless you ask us to
- Signing
- Your staff review and sign. We do not sign returns
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 Forms 1099
- 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
- A trial. Send two or three files from last season. We prepare them, and you judge the work before you commit to anything.
- Access on your terms. We work inside your systems or in a shared drive you control.
- A routine. Because of the time difference, files you send at the end of your day are often back the next morning.
Our note on how preparation under your firm’s name works goes through each stage, including client consent.
Handling client data
We sign your confidentiality agreement and your data processing terms before any files change hands. Client files stay in your systems or in the shared drive, and off personal devices.
What we do not do
We do not sign returns or audit reports, and we do not give your clients advice. Those stay with your firm.