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Global services

Outsourced accounting and tax services for CPA firms

Bookkeeping, tax, payroll, year-end, CAS, family office and a route to your own India team.

Start a 10-day PilotSee a sample review pack

SEVEN GLOBAL SERVICES

Choose the practice line

  • BookkeepingCleanup through month-end
  • Tax + payrollPreparation and reconciliations
  • Year-end + CFOSchedules and reporting
  • Family office + BOTEntity support and team structure

Illustrative structure. The engagement sets the scope.

ISO/IEC 27001:2022 Certified: Information Security Management
ISO/IEC 27001:2022 certified
AICPA SOC 3
AICPA SOC 3
20 years of experienceAccounting and tax support
100+Trusted by 100+ accounting professionals
7 regionsUSA · Canada · UK · Australia · New Zealand · Singapore · GCC

Outsourced accounting services by practice line

GLOBAL SERVICES

Services for your practice and reviewer.

07

Build Operate Transform

A team built around your workflow, with supervision and documented improvements.

How billing works

  1. 1

    Build fee

    Setup scope

    Quote recruitment, systems and setup separately.

  2. 2

    Management fee

    Operating term

    Agree the recurring management charge.

  3. 3

    Improvement scope

    Signed schedule

    Agree the documentation, improvement milestones and related fees.

Explore Build Operate Transform

QUALITY CONTROL

Every file is reviewed twice before it reaches you.

Two accountants work on every file - one prepares it, a senior reviews it - and the handoff pack shows exactly what was checked. Your data stays in your systems.

  1. 1

    Preparation

    Accountant 1

    An accountant posts the work with source references, reconciliations and working papers for every balance.

  2. 2

    Senior review

    Accountant 2

    A second, senior accountant reviews the file against our QC checklist and clears or lists every open item.

  3. 3

    Handoff pack

    To your firm

    You receive review notes, proposed entries and a handoff checklist. Your firm approves tax positions, client advice and the final filing.

Work is reviewed inside your software under your access controls. We do not sign, file or contact your clients.

SOFTWARE

Software we work in

Bookkeeping and invoices

QuickBooks DesktopQuickBooks Desktop
QuickBooks OnlineQuickBooks Online
XeroXero
Sage IntacctSage Intacct
Sage 50Sage 50
NetSuiteNetSuite
FreshBooksFreshBooks
Zoho BooksZoho Books
WaveWave
MYOBMYOB
FreeAgentFreeAgent
KashFlowKashFlow

Invoice and receipt processing

Bill.comBill.com
DextDext
HubdocHubdoc
AutoEntryAutoEntry
MelioMelio
StampliStampli
TipaltiTipalti

Accounting, spend and job management

RampRamp
BrexBrex
ExpensifyExpensify
BILL Spend & Expense (Divvy)BILL Spend & Expense (Divvy)
AirbaseAirbase
JobberJobber
ServiceTitanServiceTitan
Housecall ProHousecall Pro
ProcoreProcore
BuildertrendBuildertrend
ToastToast
SquareSquare
LightspeedLightspeed

Month-end and year-end close

NumericNumeric
FloQastFloQast
BlackLineBlackLine
KeeperKeeper
VenaVena
FathomFathom
Spotlight ReportingSpotlight Reporting
Syft AnalyticsSyft Analytics

Tax return preparation

ProSeriesProSeries
DrakeDrake
LacerteLacerte
UltraTax CSUltraTax CS
CCH Axcess TaxCCH Axcess Tax
CCH ProSystem fxCCH ProSystem fx
ProConnectProConnect
ATXATX
TaxAct ProfessionalTaxAct Professional
TaxCycleTaxCycle
ProfileProfile
CCH iFirm TaxprepCCH iFirm Taxprep
DT MaxDT Max
TaxCalcTaxCalc
IRISIRIS
CCH Personal Tax / Corporation TaxCCH Personal Tax / Corporation Tax
Xero TaxXero Tax
BTCSoftwareBTCSoftware
CapiumCapium
MYOB Practice TaxMYOB Practice Tax
HandiTaxHandiTax
CCH iFirm (AU)CCH iFirm (AU)
BGL Simple Fund 360BGL Simple Fund 360
ClassClass
MYOB PracticeMYOB Practice

Tax workpapers and filing portals

IRAS myTax PortalIRAS myTax Portal
FTA EmaraTaxFTA EmaraTax
ZATCAZATCA

Audit and assurance

CaseWare Working PapersCaseWare Working Papers
CaseWare CloudCaseWare Cloud
IDEAIDEA
TeamMate+TeamMate+
AuditBoardAuditBoard
Thomson Reuters AdvanceFlowThomson Reuters AdvanceFlow
InfloInflo
SuralinkSuralink
MindBridgeMindBridge
Confirmation.comConfirmation.com

Payroll

ADPADP
GustoGusto
PaychexPaychex
QuickBooks PayrollQuickBooks Payroll
RipplingRippling
PaylocityPaylocity
BrightPayBrightPay
Sage PayrollSage Payroll
Moneysoft Payroll ManagerMoneysoft Payroll Manager
IRIS PayrollIRIS Payroll
Xero PayrollXero Payroll
Employment Hero (KeyPay)Employment Hero (KeyPay)
MYOB PayrollMYOB Payroll
TalenoxTalenox
PayboyPayboy

Workflow and practice management

Financial CentsFinancial Cents
KarbonKarbon
CanopyCanopy
TaxDomeTaxDome
Jetpack WorkflowJetpack Workflow
Aero WorkflowAero Workflow
PixiePixie
SentaSenta
XPM - Xero Practice ManagerXPM - Xero Practice Manager

First assignment

Start with one entity and an agreed scope.

Choose the period, records and reviewer. The scope sets deliverables, review responsibilities, billing and acceptance criteria.

Start a 10-day Pilot
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