What We Deliver

Five practices. One delivery pod.

Each engagement is led by a US-trained reviewer and supported by a dedicated India-based pod that stays the same year over year. We embed in the software you already use and deliver work your reviewers don't have to redo.

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Service · 01

Tax Preparation & Review

End-to-end US tax compliance for individuals, businesses, fiduciaries, and non-profits — drafted by trained preparers, self-reviewed by US-experienced staff, delivered ready for your firm signature. Federal, state, and multi-jurisdictional, on the software your firm already runs.

UltraTax CSLacerteDrake Tax

Service · 02

Bookkeeping & Accounting

Accurate, timely, and scalable bookkeeping that supports growth and produces reporting your decisions can rely on. Daily coding, monthly reconciliations, a closed trial balance by the 10th — and management reports that read like decisions, not data dumps.

QuickBooks OnlineQuickBooks DesktopXero

Service · 03

CFO & Advisory

Senior-level financial leadership on a flexible retainer — for businesses that need a CFO’s judgement without a CFO’s salary. Forecasts your board can read, KPIs your managers can act on, and the financial narrative that turns numbers into decisions.

NetSuiteSage IntacctQuickBooks

Service · 04

Payroll Services

Reliable, compliant payroll that ensures employees are paid accurately and on time, while meeting every federal, state, and local payroll regulation. End-to-end processing, every filing, every form — minus the administrative drag and minus the compliance risk.

GustoADP RUNADP Workforce Now

Service · 05

Audit Support

Comprehensive audit support for CPA firms, audit professionals, and businesses heading into review, compilation, or full audit. Planning, workpapers, testing, financial-statement support, coordination — every deliverable prepared to US GAAP and your firm's audit methodology.

CaseWareCCH ProSystem fx EngagementThomson Reuters AdvanceFlow

Not sure where to start?

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No deck, no SOW theatre. Tell us your firm size and what's on your plate. We'll route you to the right starting practice and reply within 4 business hours.