Services
What We do
Accounting Services
Outsourced Accounting
1. United States – Accounting & Bookkeeping
We provide precise, audit-ready bookkeeping tailored for U.S. CPA firms and
businesses. Our services include end-to-end AP/AR management, bank and credit card reconciliations, general ledger maintenance, month-end/year-end closings, financial reporting, and cleanup of historical data.
2. Australia – Accounting & Bookkeeping
Keep your Australian business finances accurate and compliant with our expert bookkeeping services. We work with Xero, MYOB, and QuickBooks Online to handle BAS & IAS lodgment, GST reconciliation, payroll processing, and superannuation management. With detailed financial reporting, we ensure your business stays audit-ready and stress-free.
3. Canada – Accounting & Bookkeeping
Simplify your Canadian accounting with our professional bookkeeping solutions. Using QuickBooks, Xero, and Wave, we manage accounts payable and receivable, bank reconciliations, and financial reporting. Our cleanup and catch-up bookkeeping ensures CRA submissions are accurate and timely, giving you peace of mind.
4. United Kingdom – Accounting & Bookkeeping
Streamline your UK business finances with our reliable bookkeeping services. We work with Xero, Sage, QuickBooks, and FreeAgent to handle VAT preparation (MTD compliant), bank reconciliations, and
financial reporting. Accurate, transparent, and compliant bookkeeping keeps
your business running smoothly and ready for any audit.
Tax Services (U.S.)
Individual Tax Services
We provide end-to-end preparation and filing of Form 1040, including federal and state returns, tax credits, itemized deductions, foreign income reporting (FBAR/FATCA), estimated tax planning, and tax projections. Our team ensures accurate, stress-free filing with complete compliance and year-round support.
Corporate & Partnership Tax Services
We manage tax compliance for businesses of all sizes, including preparation of Forms 1065, 1120, and 1120-S, partner/shareholder K-1s, multi-state returns, sales tax filings, quarterly estimates, and year-end tax adjustments. Every return is reviewed under CPA supervision to ensure accuracy and IRS compliance.
Estate & Trust Tax Services
We support fiduciaries with preparation and filing of Form 1041, income allocation, beneficiary reporting, trust accounting, capital gains tracking, and compliance with federal and state requirements. Our focus is on accurate reporting and minimizing tax exposure for estates and trusts.
Nonprofit & Exempt Organization Tax Services
We prepare Form 990, 990-EZ, and 990-N for charities, foundations, and nonprofit organizations. Our services include program service revenue reporting, governance disclosures, compliance checks, state charitable filings, and advisory support to ensure full transparency and regulatory compliance.
Other Services
Virtual CFO & Financial Advisory
Strategic financial leadership without the cost of a full-time CFO. We provide budgeting, forecasting, cash flow management, KPI reporting, performance analysis, and board-level financial insights to help businesses make informed decisions.
Data Entry & Back Office Support
Reliable, accurate, and scalable back-office support including data entry, document processing, customer onboarding, record management, and administrative support. Designed to reduce workload, cut operational costs, and improve efficiency.