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Accounting & Advisory Services

Accounting & Advisory Services for Global Businesses & CPA Firms

End-to-end accounting and advisory support delivered by experienced professionals who work closely with finance teams and CPA firms on day-to-day execution as well as ongoing financial oversight. We bring deep expertise in Record to Report (R2R), MIS reporting, Payroll management, Accounts Receivable, Accounts Payable, Budgeting, Financial Reporting, and Virtual CFO requirements.

Our objective is to provide structured, reliable support that helps businesses and CPA firms operate efficiently, maintain compliance, and scale with clarity. Whether you're managing complex multi-entity operations or seeking to optimize your accounting function, we deliver the precision and partnership you need to move forward with confidence.

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End-to-End Client Advisory & Accounting Outsourcing Services

Our Accounting & Advisory model combines operational accounting execution with structured advisory involvement, giving you both tactical support and strategic insight. The focus remains on:

  • Maintaining clean books
  • Delivering timely reporting
  • Providing financial visibility that supports informed decision-making across your organization

We handle the full spectrum of accounting functions, ensuring nothing falls through the cracks while keeping your finance function agile, accurate, and aligned with business objectives. These functions include:

  • Daily transaction processing to month-end close
  • Vendor management
  • Executive-level financial analysis

Our services scale to meet your precise requirements without the overhead of expanding internal headcount, whether you need:

  • Comprehensive Record to Report support
  • Specialized assistance with AR or AP
  • Strategic Virtual CFO guidance

Why Finance Leaders Trust Our Accounting & Advisory Services

  • Proven Expertise Experienced accounting and advisory professionals with hands-on delivery exposure across complex financial environments and regulatory frameworks.
  • Global Reach Supporting CPA firms and business clients across the US, UK, Canada, Australia, and additional international markets with consistent quality.
  • Rigorous Governance Defined governance structure supported by layered review mechanisms ensuring accuracy, consistency, and accountability at every level.
  • Enterprise-Grade Security SOC 2 Type II, ISO 27001, HIPAA & GDPR aligned processes with secure offshore delivery and controlled access protocols protecting your sensitive financial data.
  • Collaborative Approac We work as an extension of your team, integrating seamlessly with your existing processes, systems, and communication rhythms to deliver maximum value.

Comprehensive Accounting & Advisory Services

Record to Report (R2R) Outsourcing

  • Complete accounting support covering the US, UK, Canada, Australia, and additional jurisdictions with financial statement preparation aligned to applicable reporting standards.
  • Month-end, quarter-end, and year-end closing activities
  • Financial analysis and review support
  • Bank, vendor, credit card, and intercompany reconciliations
  • GAAP conversion assistance where required

Accounts Receivable (AR) Outsourcing

  • Client invoicing coordination and tracking
  • Receipts monitoring and collections management
  • AR aging analysis with follow-up protocols
  • Dispute tracking and resolution support

Comprehensive Accounting & Advisory Services

Record to Report (R2R) Outsourcing

  • Complete accounting support covering the US, UK, Canada, Australia, and additional jurisdictions with financial statement preparation aligned to applicable reporting standards.
  • Month-end, quarter-end, and year-end closing activities
  • Financial analysis and review support
  • Bank, vendor, credit card, and intercompany reconciliations
  • GAAP conversion assistance where required

Accounts Receivable (AR) Outsourcing

  • Client invoicing coordination and tracking
  • Receipts monitoring and collections management
  • AR aging analysis with follow-up protocols
  • Dispute tracking and resolution support

Accounts Payable (AP) Outsourcing

  • Vendor invoice processing with approval workflows
  • Payment scheduling and execution
  • Vendor communication and clarification handling
  • Comprehensive AP reconciliation activities

Cash Flow & Budgeting

  • Cash flow planning and ongoing monitoring
  • Budget preparation aligned with management expectations
  • Forecasting support and variance evaluation
  • Scenario analysis for strategic planning

MIS & Costing

  • Management information system reporting
  • Costing and margin analysis
  • Budgeting and forecasting coordination
  • KPI tracking and performance dashboards

Virtual CFO Support

  • Financial oversight with structured guidance
  • KPI monitoring and business performance evaluation
  • Internal control assessment and strengthening
  • Advisory discussions with management and stakeholders
  • GAAP-related reporting and compliance advisory

Trusted by Accounting Firms, Growing Businesses & Enterprises

Leading CPA firms, mid-market companies, and global enterprises rely on our accounting and advisory services to maintain financial accuracy, ensure timely reporting, and support strategic decision-making. Our clients span diverse industries and geographies, united by their need for dependable, scalable accounting support that grows with their ambitions.

  • QuickBooks
  • Netsquite
  • Sage
  • Zero
  • Yardi
  • Zoho Books

Additional Specialized Services

Data Migration & Implementation

  • Seamless migration of accounting data across systems with comprehensive cleanup, validation, and transition support including historical data review, error rectification, balance sheet cleanups, and structured handoffs.

Payroll Management

  • Complete payroll processing and administrative coordination with statutory and compliance filing support, pay cycle management, and thorough payroll reconciliation to ensure accuracy and timeliness.
  • These specialized services complement our core accounting offerings, providing comprehensive support for finance transformation initiatives, system upgrades, and operational scaling requirements. Our team brings deep technical expertise combined with practical implementation experience to ensure smooth transitions and sustainable long-term success.

Why Companies & CPA Firms Choose Our Accounting & Advisory Model

Our comprehensive accounting and advisory model offers distinct advantages:

  • Accounting + Advisory Combined Practical accounting execution supported by informed advisory input, giving you both operational excellence and strategic perspective in one integrated service.
  • Multi-GAAP Exposure Global accounting experience covering US GAAP, IFRS, Ind-AS and other leading international frameworks across multiple industries and geographies.
  • Scalable Offshore Teams Team size and capacity adjusted according to operational needs, allowing you to scale up during peak periods or expand capabilities without hiring delays.
  • CPA-Firm-Friendly Delivery Workpapers prepared in structured, review-ready formats that integrate seamlessly with your existing review processes and quality control standards.
  • Global Delivery Model Offshore execution supported by aligned communication and reporting cadence ensuring transparency and accountability.
  • Strong Review & Governance Multi-level review approach focused on accuracy and consistency with defined escalation protocols.
  • Process-Driven Execution Clearly documented workflows to maintain operational stability and enable seamless team transitions.
  • Secure & Confidential NDA-backed engagement model with disciplined access controls protecting your sensitive financial information.

Simple Transparent Outsourcing Process

We believe successful accounting outsourcing partnerships begin with clarity and structure. Our proven onboarding and delivery methodology ensures smooth transitions, minimal disruption, and rapid value realization for your organization:

  • Discovery & Requirement Mapping Comprehensive discussions to understand your current state, challenges, and objectives with detailed documentation of requirements and success criteria.
  • Team Deployment & Knowledge Transfer Dedicated team assignment with structured knowledge transfer sessions ensuring complete understanding of your processes, systems, and expectations.
  • System Access & Process Alignment Secure system access provisioning with process documentation and workflow alignment to ensure seamless integration with your existing operations.
  • Ongoing Execution & Continuous Improvement Regular accounting and advisory execution with periodic review discussions, performance reporting, and continuous process refinement based on feedback.

Build Your Global Accounting & Advisory Team with Confidence

Security Controls & Confidentiality

Your financial data security is our highest priority. We maintain enterprise-grade security protocols that meet the most stringent industry standards, ensuring your sensitive information remains protected at every touchpoint.

  • NDA-first engagement structure establishing legal protection from day one
  • Secure communication channels supported through Virtual Machines (VMs), Remote Desktop access, and role-based permissions
  • Compliance-aligned operations meeting SOC 2 Type II, ISO 27001, HIPAA, and GDPR requirements
  • Audit-ready documentation practices maintained throughout all engagements

Ready to Transform Your Accounting Function?

Whether you're a CPA firm seeking scalable capacity, a growing business needing comprehensive accounting support, or an enterprise requiring specialized advisory services, we're ready to discuss how our team can support your objectives.

Our consultative approach begins with understanding your unique situation, challenges, and goals. From there, we develop a customized proposal that addresses your specific needs with transparent pricing, clear deliverables, and defined success metrics.

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Supporting Accounting Functions Across Industries

Serving CPA Firms & Industry Clients

Our support extends to CPA firms as well as direct industry clients across manufacturing, technology, real estate, professional services, healthcare, retail, and multi-entity global organizations. The approach remains consistent—disciplined accounting execution combined with advisory-backed insight tailored to your industry's unique requirements and regulatory environment.

R2R support for multi-entity and multi-currency businesses

Consolidation and cross-jurisdiction compliance coordination

Structured Accounting & Advisory support model for CPA firms

AR, AP, and Payroll outsourcing for growth-stage companies

Delivered by Experienced Professionals

Our team includes Certified Public Accountants, Chartered Accountants, ACCA-qualified professionals, and industry-experienced managers who bring both technical excellence and practical wisdom to every engagement.

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