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For CPA Firms

The hiring problem, solved quietly.

Dedicated, senior-reviewed accounting seats from our India-based team, working under your letterhead in your systems. You keep the client, the quality bar, and the margin. We stay invisible.

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White-Label Seats

Bookkeepers and senior accountants who work your engagements, your hours, and your systems. Capacity you control, without recruiting, training, or turnover risk.

  • Dedicated FTE or flexible hours
  • Trained on your templates and conventions
  • AI-assisted prep for speed, senior sign-off for quality
  • Month-to-month after the first quarter

Independent Valuation Support

When a client needs a 409A, transaction, or gift/estate valuation, your independence problem becomes our bench. The opinion is ours and defensible; the client relationship stays entirely yours.

Explore valuation services

Your clients stay yours.

Under your letterhead, inside your systems, invisible to your clients. NDA and non-solicitation are standard terms in every engagement, signed before any client data moves. This is the whole business model: firms that trust us once staff up with us.

How It Starts

From first call to steady rhythm in two weeks.

0130 min

Scoping Call

Your workflows, your software stack, your review process. We scope the seat and quote a fixed monthly rate.

02Day 1

NDA + Non-Solicit

Signed before any client data moves. Your clients stay yours, in writing, as standard terms.

03Week 1-2

Seat Onboarding

Your dedicated staff learns your templates, your workpaper conventions, and your quality bar on live files with senior oversight.

04Ongoing

Steady Rhythm

Work delivered on your deadlines, reviewed by a senior before it reaches you, with a daily US-hours overlap window.

Seat Types

Three seat types, scoped to your firm.

Fixed monthly rates with senior review included, quoted after a 30-minute scoping call on your software stack and volume.

Dedicated Bookkeeper (FTE)

Full-time seat on your engagements, senior-reviewed, working your hours and your systems.

  • Daily transaction work and reconciliations
  • Trained on your templates and workpapers
  • Senior review on every deliverable

Senior Accountant (FTE)

Reviewer-level capacity for closes, workpapers, and client-facing deliverables.

  • Month-end closes and workpapers
  • Client-ready, reviewer-level output
  • Coverage backup inside our team

Flexible Hours

A monthly block of hours for overflow work, seasonal peaks, and tax-season support.

  • Scales up for tax season, down after
  • Same senior-review standard
  • Monthly blocks, no long-term commitment
Security & Process

Built for firms that answer to clients and regulators.

NDA as standard

Signed before onboarding, covering your firm and your client data.

Access controls

Role-based access in your systems, with work done on hardened virtual desktops and encrypted drives. No client data on personal devices or local storage.

US-hours overlap

A daily overlap window with US business hours for questions, reviews, and calls.

Senior review

Every deliverable passes a senior reviewer before it reaches your team.

The complete posture, in plain language: Security & Confidentiality

FAQ

Questions firms ask us

The things managing partners want to know before the first seat.

No. We work under your letterhead, inside your systems, behind your team. Our non-solicitation pledge is contractual and standard in every engagement: your clients stay yours. If a client relationship ever crosses over, it comes through you.
A named, dedicated member of our India-based team, trained on your workflows, with a senior reviewer checking every deliverable. The team is Big 4-trained and led by a Chartered Accountant. You interview your seat before we start.
To your advantage. Work you hand off at the end of your day progresses overnight and is waiting in the morning, plus we hold a daily overlap window during US business hours for questions and review calls.
Two things. The time difference means work handed off in your evening progresses overnight. And we use AI inside controlled systems for first-pass categorization and tie-out checks, so your seat spends time on judgment instead of keystrokes. Every deliverable still passes senior review before it reaches you. Nothing ships on AI alone.
Your firm's stack, exactly as you run it: QuickBooks Online and Xero on the ledger; Drake, UltraTax, Lacerte, and CCH Axcess on tax; Karbon, TaxDome, Canopy, Financial Cents, and Keeper for workflow and close. We train the seat on your exact templates and conventions during onboarding.
Yes. Dedicated seats are month-to-month after the first quarter. Flexible-hour blocks can be raised for tax season and lowered after, with notice.
When one of your clients needs a valuation (409A, gift/estate, transaction support), referring it out usually means losing the relationship to a competitor. We act as your independent bench: the opinion carries our independence, you keep the client and the broader engagement. And because of our bright-line policy, there is no conflict: we never issue independent opinions for companies whose books we keep.

Start with one seat.

Most firms pilot with a single dedicated seat on one or two clients. Book a partner call and we will scope it in 30 minutes.

Book a Partner Call