Extend Your Firm's Capacity Without Adding Headcount
Bookkeeping, reconciliations, and financial statement write-up — delivered under your process, with your firm retaining every client relationship and final sign-off.
The US Accounting Talent Shortage Is Real
The numbers behind why more firms are extending capacity offshore, not because it's trendy, but because domestic hiring has genuinely gotten harder.
This shift has moved from a strategy used mainly by large firms to a mainstream option for firms of every size — particularly around busy season, when internal capacity is stretched thinnest.
What We Handle — And What We Don't
We'd rather be precise about scope now than create confusion during an engagement.
Bookkeeping & GL Management
Daily transaction recording, categorization, and general ledger upkeep across your clients' books.
Bank & Credit Card Reconciliation
Monthly reconciliations kept current, so your review process starts from clean, matched data.
Accounts Payable & Receivable
Invoice processing, vendor bill entry, and AR follow-up handled on your clients' behalf.
Financial Statement Write-Up
P&L, balance sheet, and cash flow statements prepared and ready for your review before client delivery.
Zoho Books, QuickBooks & Xero
We work directly inside whichever platform your firm and your clients already use — no forced migrations.
US Tax Return Preparation
We don't currently offer this. Tax preparation and filing stay entirely with your firm — we're a production layer underneath it, not a tax practice.
How Engagements Actually Work
You retain the client relationship and final authority at every stage. We're the production layer underneath it.
Client Data Received
Through your existing platform's secure channels — not email attachments.
Bookkeeping & Reconciliation
Our team processes transactions and reconciles accounts against your firm's standards.
Internal Quality Check
A second team member reviews the work before it's marked ready for your firm.
Your Firm's Final Review
You review, approve, and sign off. This authority never leaves your firm.
Delivered to Your Client
Under your firm's name and process, exactly as if it were done in-house.
How We Handle Compliance and Client Data
We understand this isn't just a vendor decision for your firm — it touches your professional responsibility.
Your Signing Authority Stays With You
We prepare and reconcile. Your firm's practitioner reviews, approves, and signs — consistent with how IRS Circular 230 already frames offshore support arrangements.
Secure, Platform-Native Data Sharing
Documents move through the secure channels built into Zoho Books, QuickBooks, or Xero — not unprotected email attachments.
NDA Before Any Data Sharing
We'll sign a mutual NDA before your firm shares any client data — no exceptions, no extra cost.
Limited Access, By Engagement
Only the specific team members working on your engagement have access to your clients' data — not the wider team.
We're a young firm and don't hold formal certifications like SOC 2 or ISO 27001 yet — we'd rather tell you that directly than imply otherwise. What we can offer today is genuine process transparency and a low-risk way to evaluate the work before committing further.
Start Small. Evaluate the Work Directly.
One Client. One Month. No Ongoing Obligation.
We recommend starting with a single client's books for a single month. You see exactly how we work, how the output holds up against your review standards, and how communication flows — before deciding whether to extend it further.
Discuss a Pilot Engagement →Want the full framework first? See our guide on how to scope an offshore engagement, or run the numbers with our cost comparison guide.
How Pricing Works
Pricing is scoped to your firm's specific volume and service mix — not a fixed public rate card, since the right structure depends on client count, complexity, and platform.
Frequently Asked Questions
Ready to Talk Through Your Firm's Capacity Needs?
A direct conversation about your client mix, current bottlenecks, and whether a pilot makes sense — no pressure, no obligation.