CPA Support
Bookkeeping, cleanup and business tax return preparation for CPA firms, prepared for your firm's review. Scope and price are confirmed before work starts.
About the service
We support CPA firms and accounting teams with bookkeeping, cleanup and business tax return preparation for their clients. We work as an extension of your team: the work is prepared for your firm's review, and the client relationship stays with your firm.
What the support can include
- Monthly bookkeeping for your clients: recording and categorizing transactions and reconciling accounts
- Cleanup of client books that are behind or disorganized
- Preparing business tax returns for your firm's review
- Preparing and filing sales tax returns for your clients, as agreed with your firm
- Bookkeeping for clients that sell online, including marketplace payouts
- A list of open items and questions for your team
Who it is for
CPA firms and accounting teams that want to hand off bookkeeping, cleanup or business tax return preparation for some of their clients.
How we work with your firm
We work in the accounting system your firm or your client already uses and hand the work over for your firm's review. Questions go to your team, and we do not contact your clients unless you ask us to.
How it works
- Send us a message on WhatsApp with the type of work and roughly how many clients or returns are involved.
- We discuss the work, the systems involved and how your firm reviews it. If a call is easier, we can arrange one.
- We confirm the scope and the price before any work starts.
- We complete the agreed work and hand it to your team for review, together with a list of open items.
How the price is set
This work is quoted individually. The price depends on the type and volume of work, the condition of the client books and how the work is handed over for review. We confirm the scope and the price before work begins.
We are not a CPA firm. This service does not include audits or other attest engagements, and it does not include representing clients before the IRS. Nexus studies, registrations, tax payments, notice response, and representation before a taxing authority are not included unless separately agreed.
