Support for CPA and accounting firms
I take on part of your firm's workload under your brand: tax return preparation, bookkeeping, ITINs for clients. Especially useful if you serve immigrants and non-residents.
Discuss working togetherHow I can help your firm
How we start working together
From a trial engagement to a regular season.
Intro
We discuss the work you need, volume, deadlines, software and your firm's standards. We sign an NDA and an agreement.
Trial engagement
We start with a few returns or one bookkeeping client. You check quality and format, and we adapt the process to the way you review.
Workflow
We agree on document transfer, checklists, deadlines and who talks to the client and how. I collect client questions in a single list rather than one at a time.
Season and off-season
In season — returns and extensions. After April 15 — extended returns, bookkeeping, ITINs and catch-up work.
FAQ — working with firms
Common questions from CPA, EA and accounting firms
Need help in season or with immigrant clients?
Book a call — we'll discuss volume, workflow and pricing.
Book a consultation