United States / Services / For accounting firms
United States servicesFor accounting firms for US businesses
Delivery capacity for CPA and accounting practices. You keep the client and the sign-off; we do the work behind it.
The engagement model — the pilot process, who signs, what we can take on — lives on the United States partner track. This page is the work-item list; that page is where a conversation actually starts.
What we cover
One page per intent — search the one that matches, or start with the fit call.
How the work runs
A named person on our team owns your file; software carries the transaction-level grinding underneath their review. We work inside the system you already use — never a platform of our own that your data has to move through.
- QuickBooks
- Xero
- NetSuite
- Sage
- Zoho Books
- Bill.com
- Gusto
- Dext
Where this stops, and who picks it up
We are a consulting firm — licensed work runs through partner CPA firms. Here is the licence line in the United States, stated before you buy anything — each of these is carried out by your CPA or enrolled agent:
Stays with your CPA or enrolled agent
- Issue compilation, review or audit reports — those are restricted to licensed CPA firms.
- Prepare or file federal or state tax returns.
- Represent you before the IRS, or respond to notices on your behalf.
- Determine sales-tax nexus, or worker classification.
- Advise on which entity to form, or draft formation documents — that is legal work.
Questions worth asking before you start
Will you deal with the Internal Revenue Service on my behalf?
No. We are a consulting firm — licensed work runs through partner CPA firms. Anything that means dealing directly with IRS — filing, correspondence, representation — stays with your CPA or enrolled agent. What changes is how much work it is for them: they open a file that is already reconciled and coded, not one they have to rebuild first.
Who actually does the work — a person or an AI tool?
A named person on our team owns your file and reviews everything that leaves it. Software does a real share of the grinding underneath it — coding, matching, flagging the obvious gaps — but nothing regulated happens without a person’s judgement, and nothing here is signed or filed by an algorithm.
What is the difference between this page and the partner track?
This page lists the work our team can take on behind your practice. The engagement model, the pilot process and exactly where the line sits between your firm and us live on the United States partner track — start there once you know what you want to cover.
Who signs the return or the report at the end of it?
Your firm, always. We prepare computations, workpapers and schedules for your review; Your CPA or enrolled agent stays the one who reviews, signs and files under your engagement letter.
Do you work with our clients directly?
No. We work inside your file, to your naming and structure, and hand finished work back to your team. Your clients see your firm; they do not see us.
Start on the partner track.
Tell us what season or client book you are trying to cover — the partner page has the full model.