Seamless Remote Back Office Support  for CPA Firms

Offshore experts who process your firm’s or your clients’ AR/AP and payroll behind the scenes,  on brand, and in step with your workflow.

Why Remote Back Office Support Helps

Offload repetitive  tasks to trained  professionals

Cut
 admin overhead  significantly

Scale support during  peak and off-peak times

Maintain delivery  when in-house staff  is unavailable

Keep your firm’s  branding with  white-labeled output

What We Offer?

Reliable, U.S.-Aligned Remote Staffing for Bookkeeping, Tax Preparation, and Audit Support.

BENEFITS

Scope of
Work

Qualifications
& Experience

Communication

Virtual Assistant

Manage calendars, schedule meetings, and handle inbox support.
Perform testing of controls, transactions, and account balances.
Assist in client follow-ups, reminders, and light admin support
Update spreadsheets, checklists, and reporting dashboards

Data EntryAssistant

Accurately enter data into spreadsheets, databases, and platforms
Clean, validate, and format large sets of financial and operational data
Maintain digital records and update systems as needed
Assist with document digitization, indexing, and tagging

How We Integrate With Your Team

Workflows That Match Your Process, Not Ours

How It Works?

Our Engagement Process

Discovery Call & Prioritization
of Back Office Needs

Secure Access Setup to
Your Systems

Team Assignment &
Workflow Design

Ongoing Execution &
Approval Coordination

Weekly/Monthly Reporting
& QA Feedback

Security & Data Privacy

Enterprise-grade infrastructure to protect your data, ensure privacy, and support secure remote accounting operations, built for compliance and peace of mind.

Real Results from Remote Engagements

Real impact through reliable processes and measurable outcomes.

0 +

AP entries posted monthly

0 %

Reduced AR collection cycles

0 +

Employees’ payroll processed accurately and on schedule

0 %

Overhead savings vs an equivalent U.S. hire

Testimonials

Consistent. Compliant. Trusted.

Our scheduling, inbox, and client reminders run smoothly without taking up partner time. The team blends right into our workflow.

Data entry and reporting are handled so accurately that I no longer need to double-check every file.

Their support with CRM updates and document organization has made our client onboarding process faster and more efficient.

Having a reliable team manage calendars, research tasks, and record-keeping has freed up hours for billable work.

From secure file handling to branded delivery, everything is done professionally and in line with our firm’s standards.

Tools Tools We Work With

We are compliant with global data security protocols and partner with industry-leading cloud software providers to maintain service excellence.

Need Help with Tax or Audit Work?

Add-on services available for CPA firms seeking tax preparation or audit support.

FAQS

Do you work in our invoicing or payroll systems?

Yes, we work directly inside your systems, such as QuickBooks, Gusto, or Bill.com.

How do approvals for payments and billing flow?

We follow your set workflows with clear approval checkpoints before any action.

Can you handle multi-state payroll for our clients?

Yes, we support payroll across multiple states, following compliance rules.

What happens if we need more support mid-month?

We can quickly scale up with additional staff based on your evolving needs.

How do you confirm data security before access starts?

We conduct a secure setup using VPNs, encrypted access, and NDA-backed team onboarding.

Is there a minimum number of hours or months required to start?

No, we offer flexible start options without long-term commitments, so you can scale support as needed.

Elevate Your Administrative Capacity and Stay Focused on Advisory

Book Your Back Office Consultation

Seamless Remote Back Office Support  for CPA Firms

Why Remote Back Office Support Helps