What we take on
- Bookkeeping and monthly close in the accounting software your firm uses.
- Bank, card and payroll reconciliations; accrual and prepaid schedules.
- Financial statement drafts and audit or review workpapers.
- Tax-return preparation support for your licensed preparers to review and sign.
- Clients with Indian subsidiaries or Indian founders: both sides of the India link — see Indian subsidiary compliance and US incorporation from India.
How we work
- White-label: your clients deal with you; we work behind your firm.
- Your checklists and review notes — we adapt to your standards and turnaround calendar.
- Overlap hours with US, UK and Australian mornings or evenings.
- Start small: a pilot on a few client files before you scale.
Data and confidentiality
- Confidentiality and data-processing agreements signed before access.
- Access through your systems with accounts you control and can revoke.
- No client data leaves the tools you approve.
- Your licensed professionals keep responsibility for sign-off and client advice.
Frequently asked questions
Can a US CPA firm outsource bookkeeping to India?
Yes. Many firms use India-based teams for bookkeeping, reconciliations and workpaper preparation, with the US firm reviewing the work and keeping responsibility for sign-off and client advice.
Who signs the tax returns if prep is outsourced?
Your firm's licensed preparers review and sign. Our team prepares supporting work and drafts to your checklists.
How is client data protected?
We sign confidentiality and data-processing agreements and work inside systems you control, with access you can revoke at any time.