Extend your firm's capacity without hiring.

Senior-level close, review and reporting support for CPA, CA and accounting firms, working inside your process.

How we support firms

Bookkeeping and reconciliations

Client books kept current and reconciled.

Month-end close

Journals, accruals and schedules per client.

Close review and sign-off

A checklist review before reports go out.

Financial statements

Prepared or reviewed for your sign-off.

Variance analysis and MIS

Commentary your clients can act on.

Cleanup for new clients

Get inherited books into shape quickly.

Working with your firm

You keep the client relationship and the final sign-off. We fit into how you already work.

  • We use your processes, checklists and software
  • Your clients stay yours, with no direct contact unless you ask
  • Confidentiality agreement available on request
  • Access through your own systems, with clear handover notes

Start with one client

Discovery call

Your workflow, tools and pain points.

Pilot

One client or one month-end close.

Agree the checklist

Deliverables and turnaround.

Scale up

Add clients as you are comfortable.

See how it works on one client.

Tell us about your firm and the work you want to hand off.

Discuss your firm's needs