Six practices, one accountable extension of your firm.
Each practice runs as a named team — led by US- and UK-trained CPAs — inside your engagement, never a freelancer marketplace. Choose one, or hand us the whole function.
Scope an engagementAccounting & Close
Partner-grade close, reporting and consolidations — run as though your firm hired the team directly.
↘ Mid-size Boston CPA · 60 clients · 5-day close- Month-end close (5-day standard)
- GAAP financial reporting
- Management accounts
- Multi-entity consolidations
- Variance analysis
- Board-ready packets
Bookkeeping
Clean books, every day. Daily, weekly or monthly — you set the cadence, we keep it.
↘ Atlanta firm · 120 SMB clients · daily cadence- Daily transaction coding
- Bank & card reconciliation
- A/R & A/P management
- Cleanup & catch-up
- Sales-tax filings
- QuickBooks · Xero · NetSuite
Fractional CFO
Senior finance leadership embedded in your high-growth clients — without the full-time hire.
↘ Series-B SaaS · $24M ARR · weekly cash & board pack- 13-week cash forecast
- FP&A & scenario modeling
- KPI dashboards
- Board pack & investor updates
- Fundraising support
- M&A diligence
Audit Support
Workpaper preparation and second-tier review aligned to US GAAP and PCAOB standards.
↘ PCAOB-registered firm · 30+ engagements · season ramp- Workpaper preparation
- PBC list management
- Sampling & testing
- Confirmations
- Audit defense support
- Internal-control documentation
Business Tax
Federal, state and local filings — plus the planning that keeps surprises out of April.
↘ 100-partner firm · 1,800 entity returns · full-season offload- Forms 1120 · 1120S · 1065
- Multi-state filings
- Tax planning & estimates
- R&D credits
- Sales & use tax
- IRS correspondence
Personal Tax
Individual returns and planning, including high-net-worth and cross-border workflows.
↘ Boutique CPA · 600 HNW returns · 14-day turnaround- Forms 1040 · 1040NR
- Trust & estate filings
- HNW planning
- Foreign reporting (FBAR · 8938)
- Quarterly estimates
- Tax-projection modeling
Three ways to bring us in.
A single practice
Start with one service — say, bookkeeping or tax season — staffed by a named team you can scale later.
The whole function
Hand us close, books, tax and reporting end-to-end, governed by partner-level review and weekly recaps.
Busy-season ramp
Spin up extra capacity for January–April, then ramp down — no penalty, no idle headcount on your books.
Tell us which practice is under pressure.
We'll propose a team and a quote — usually within 48 hours.
Start a brief