CA-led accounting & tax support for USA · Canada · UK
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Services

Accounting, tax and payroll support — delivered to your standards

Every service is performed in your software, follows your checklists and is reviewed before it reaches you.

Our services

Services for accounting firms and growing businesses

Accounting & Bookkeeping
01

Accounting & Bookkeeping

Day-to-day transaction recording through to month-end close, kept consistent with your chart of accounts, coding rules and review standards. We work directly in your accounting software so your team always sees the live position.

Tax Preparation & Compliance
02

Tax Preparation & Compliance

Preparation support for individual, business and indirect tax filings, with organised workpapers and clear review notes so your reviewers can sign off faster — and your firm can take on more returns each season.

Payroll Processing
03

Payroll Processing

Reliable payroll cycles run in your chosen platform, with the reconciliations and reports needed to stay compliant and keep employees paid accurately and on time.

Financial & Management Reporting
04

Financial & Management Reporting

Consistent, decision-ready reporting packages prepared on a schedule that suits you — from standard financial statements to tailored management reports with commentary.

Accounts Payable
05

Accounts Payable

We capture every supplier bill, match it to purchase orders and receipts, route it for approval and prepare payment runs on your schedule. Vendor statements are reconciled monthly so balances are always reliable.

Accounts Receivable
06

Accounts Receivable

We raise accurate invoices, apply customer payments, follow up on overdue balances and review billing against delivered work to catch revenue that would otherwise be missed.

Catch-up & Clean-up Bookkeeping
07

Catch-up & Clean-up Bookkeeping

We start from confirmed opening balances, reconcile every account month by month, correct miscoded entries and post year-end adjustments, leaving a clean file your tax preparer can work from immediately.

White-label Support for CPA Firms
08

White-label Support for CPA Firms

Your dedicated team works inside your systems, follows your checklists and delivers work that is reviewed internally before it reaches you. Your clients only ever see your firm.

Fractional CFO / Controller
09

Fractional CFO / Controller

A Chartered Accountant oversees your finance function: reviewing the monthly close, building budgets and rolling forecasts, monitoring cash and KPIs, and advising on pricing, growth and financing decisions.

Specialised projects

One-off work, handled properly

Catch-up & clean-up

Bring months or years of behind-schedule books up to date and reconciled.

Tax-season overflow

Extra trained preparers from January to April, scaled back when the season ends.

Software migration

Move clients between platforms with clean opening balances and mapped data.

Year-end & audit preparation

Schedules, reconciliations and supporting documents ready for year-end.

Software

We work in the tools you already use

QuickBooks Online
QuickBooks Desktop
Xero
Sage
Zoho Books
Drake Tax
Lacerte
UltraTax CS
ProSeries
CCH Axcess
Gusto
ADP
QuickBooks Online
QuickBooks Desktop
Xero
Sage
Zoho Books
Drake Tax
Lacerte
UltraTax CS
ProSeries
CCH Axcess
Gusto
ADP

Ready to extend your team?

Start with a free consultation — no obligation, just a clear plan.

Book a free consultation Send an enquiry
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