Get A Free Quote !
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Quality Driven Approach
QuickBooks And Xero Certified Experts
50% Reduction In Costs
Part Time / Full Time Resources For
- CPA Firms
- Enrolled Agents
- Bookkeeping Firms
- Tax Practitioners
- Business Owners
Hire Remote Team
How to get started?
setp 1
Schedule An Introductory Call:
You can schedule a call here. If any of this is not suitable, do let us know your Convenient time. (Mornings are preferable).
Step 2
Understanding your Business & Finalizing Quotation:
Please share your Last 2 months Bank & Credit card statements for us to give you a quote.
We shall send you a fixed price proposal for the work and once the Engagement letter is signed we shall start working.
Step 4
Get Started:
Daily/weekly/monthly work updates as discussed will be sent to you once we start working followed by a Management report.
Get a Dedicated Accounting team at no additional cost !
- Performs all Regular bookkeeping tasks including Payables Processing, Receivables Matching & reporting, Preparing Financial Statements, etc.
- Plans the work to deliver as per clients Expectations since Onboarding call.
- Preparation of Work Methodology & Processes for each tasks
- Prepares Checklists of Information required from client.
- Responsible for sending work updates on all days when file is worked upon.
- Perform Self review of work
- Regular Meeting to discuss Financials with Clients.
- Ensures Easy onboarding of client.
- Conducts internal review meeting for each of the file.
- Conducts meeting with the client to ensure the work is delivered as per the expectations.
- Acts as an backup for Senior Accounts Officer.
- Checks and reviews various financial documents to ensure Quality and Error free of work
- To documents all the Minutes of meeting.
- To create & Assign the tasks as per the clients requirements.
- To Ensure that team keeps their task list most upto date.
- Follow up with clients on requested information through emails and calls every 3 days
- Collecting all relevant information and documents from clients to complete the tax return accurately.
- Calculates the tax liability owed by the client.
- Completes the necessary tax forms
- Prepares Checklists of Information required for.
- Responsible for sending work updates on all days when file is worked upon.
- Have experience of more than 2 Tax Season
- Ensures Easy onboarding of client.
- Conducts internal review meeting for each of the file.
- Conducts meeting with the client to ensure the work is delivered as per the expectations.
- Acts as an backup for Tax Return Prepare.
- Checks and reviews various financial documents to ensure Quality and Error free of work
- To documents all the Minutes of meeting.
- To create & Assign the tasks as per the clients requirements.
- To Ensure that team keeps their task list most upto date.
- Follow up with clients on requested information through emails and calls every 3 days.
- Handle day-to-day administrative tasks, including email management and scheduling.
- Draft and edit various documents, reports, and presentations.
- Respond promptly to customer inquiries, providing assistance and solutions.
- Manage customer accounts, addressing concerns, and ensuring a positive experience.
- Conduct thorough market research and gather relevant data.
- Analyze data to provide valuable business insights and recommendations.
- Identify opportunities for process improvement and efficiency.
- Play a key role in optimizing day-to-day operations through technological solutions.
- Oversee the work of Virtual Assistants, ensuring tasks are distributed effectively.
- Monitor progress and ensure deadlines are met.
- Develop and implement comprehensive training programs.
- Provide ongoing coaching, feedback, and support to team members.
- Monitor the quality of work produced by the team.
- Act as a bridge between Virtual Assistants and upper management.
- Facilitate effective communication within the team.
- Address team concerns and relay important information.
- Develop and implement strategic plans aligned with company goals.
- Optimize the utilization of Virtual Assistant services.
- Ensure resources are allocated based on project requirements.
- Build and maintain strong relationships with clients.
- Monitor the quality of work produced by the team.
- Ensure client satisfaction and retention.
- Identify and evaluate new technologies for increased efficiency.
Our Expertise in US Accounting and Bookkeeping
Financial Reporting:
- Preparation of financial statements for various entities including LLCs, S Corporations, C Corporations, Partnership Firms, and Non-Profit Organizations.
Sales Tax Management:
- Accurate calculation of sales tax and timely filing of sales tax returns.
Payment Gateway Reconciliations:
- Reconciliation of payment gateways such as Shopify, PayPal, Stripe, and Authorize.net to ensure accuracy and consistency.
Credit Card Integration:
- Proficiency in working with credit card integrations for platforms like Shopify, PayPal, Stripe, and Authorize.net to streamline financial transactions.
Franchise Tax Computation:
- Expertise in calculating and managing franchise taxes for businesses.
Payroll Tax Administration:
- Calculation and filing of payroll taxes in compliance with State and Federal regulations.
Why are we the 1st choice of US Businesses for Accounting & Tax Return Preparation?
Experienced and Trained Professionals
With years of industry knowledge and continuous training, our professionals ensure success.
Organized Project Management System
We have a self hosted project management system that helps in communicating with you clearly and manage your project efficiently.
Reduce 50% In Current Costs
Save 40-50% Compared to local Bookkeepers or Accountants
Transparent Processes
We strive to maintain clear and transparent processes to ensure our clients are fully informed and confident in the outcomes.
Faster Turnaround
We typically respond to emails within the same day or within a maximum of 24 hours.
Detailed & Regular Work Updates
Get regular work updates through email containing all the necessary information you need to carry out business operations.
Meetings on the go
Arrange meetings with our experts on the go for effective communication and convey your needs.
Meeting Deadlines
We finish all our work prior to deadlines to prevent any kind of chaos during finalization.
Detailed Checklists
Get a well-defined checklist with all your requirements to avoid any confusion.
High Quality of Work
Our Standardized Procedures and detailed Checklists ensure error-free work.
Bookkeeping Software Expertise
Federal & State Tax return Filing
A licensed CPA to review and file your tax returns with IRS..
Monthly Financial Statement
Your monthly financial statements help you gauge on your cash flow and plan for the consecutive month better.
Accounts Receivable Management
We manage the amount that you are yet to receive from your vendors/you haven’t yet received
Accounts Payable Management
We perform entire lifecycle from Email handling, Vendor payments to reconciliation of vendor statement
Reconciliations
Bank , Credit Card , Payment Gateway & Control Account Reconciliations
Cash Flow, Budgeting and Forecasting
Budgeting is a very important aspect of the accounting process of the business.
Expertise in Tax Return Preparation Software for CPA firms & Enrolled Agents
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Benefits Of Bookkeeping
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Outsourced Bookkeeping
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In-House Bookkeeping
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Accuracy
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Minimum Overhead costs
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24 x 7 Management
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Fraud Prevention
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Quality Assurance
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Productivity
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Flexibility and Scalability
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Cloud AddOns Expertise
Focus on growing your business with our cloud-based accounting and bookkeeping solutions. Our cloud-based accounting services eliminate the need for time-consuming paperwork and data entry, allowing you to streamline your business. With cloud accounting, you get to access your financial data anytime and anywhere.
Hubdoc
With Hubdoc, you can automatically import all your financial documents & export them into data you can use.
Gusto
Gusto offers fully integrated online payroll services that includes HR, benefits, and everything else you need for your business.
Spotlight Reporting
Attractive performance reports quickly and efficiently. Ideal for organizations that need deeper insight and analysis.
Receipt Bank
Receipt Bank converts those annoying bits of paper – receipts and invoices – into Xero data!
AutoEntry
AutoEntry captures, analyses and posts invoices, receipts and statements into your accounting solution.
Shopify
Connect Shopify and Xero to effectively manage your online sales, inventory and accounting requirements.
Get a resource within 24 hours from our pool of 320+ professionals
Experience : Ranges from 1-20 years of experience. Certification : QuickBooks/Xero/ NetSuite/ SAGE Certified.
Qualification : Commerce Graduate/ Master’s in commerce or Semi-Qualified CPA.
Industry : Worked with multiple industries for various CPA firms.
Geography : Expert in US/ Canada Bookkeeping.
Experience : Ranges from 3-20 years of experience in US & Canada Taxation.
Tax Tools : ProConnect/ProSeries/ Lacerte / Drake/ATX
Qualification : EA, Indian CPA, Commerce Graduate/ Master’s in commerce or Semi-Qualified CPA.
Tax Returns : US : 1040, 1065, 1120-s, 1120, 990 and 1041 CA : T1, T2 and T3
Experience : Ranges from 4-20 years of experience in US GAAP & IFRS.
Type : CaseWare, FxPro Systems & Excel based templates
Qualification : Indian CPA, Master’s in commerce or Semi-Qualified CPA.
Assignments : US GAAP & IFRS Advisory, Accounting implementation, Accounting policies, Period end accounting & reporting.okkeeping.
Experience : Ranges from 2-20 years of experience in US & IFRS Audit.
Type : Listed/SEC & Non-SEC Audits
Qualification : Indian CPA, Master’s in commerce or Semi-Qualified CPA.
Assignments : End to end USGAAP & IFRS Audit support including audit planning, materiality assessment, control & substantive testing & finalization of audit assignment.Canada Bookkeeping.
We Serve All Types Of Industries
Construction Industry
Real Estate Industry
Lawyers
Advertising & Marketing Industry
Physicians Doctors Physiotherapist Dentist
Pharma
Online/ ECommerce
Nonprofit Organizations
Franchise Business
Amazon Sellers
Rental Business
Mining Industry
Manufacturing Industry
Information Technology & SAAS Based Companies
Age Care/ Health Care/ Spa & Saloons
Logistics, Transportation & Trucking
Travel, Tourism & Entertainment Industry
Trading /Brokers
Power & Infrastructure
Wholsale & Retail Industry
Gems & Jewelry Retailer & Exporter
Education
Brick & Mortar Industry
Professional Training Business
Consultancy Business
Aerospace Industry
Financial Services
Energy
Restaurant & Hotel Business
Professional Services
ANALYSIS OF BOOKKEEPING IN THE US
What Our Clients Say
CONTACT US FOR ANY QUESTIONS
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Our Office Address
US Office (Texas)
10440 N Central Expy, Suite 800 Dallas, TX 75231 United States.
US Office (New York)
26 Broadway 8th Floor, New York, NY 10004 United States.
Global Production Team (India)
2nd, 3rd ,4th and 5th floor, Shanti Annexe, above Morima, opp. B.d.patel House, Sardar Patel Colony, Sundar Nagar, Naranpura, Ahmedabad, Gujarat 380006