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12 delivery practices

Everything your finance function does,
run to your standard.

Each practice is staffed by qualified accountants, supervised by a named reviewer and delivered inside your own software. Start with one process or hand over the whole back office.

Bookkeeping & Accounting

Clean, reconciled, review ready books every month, closed on a calendar you set rather than one we invent.

QuickBooks OnlineQuickBooks DesktopXero
01 Explore

Tax Preparation & Compliance

Return preparation at season scale. Forms 1040, 1120, 1120-S, 1065, 990 and the UK, Canadian and Australian equivalents, prepared to your review standard.

CCH AxcessUltraTax CSLacerte
02 Explore

Payroll Processing

Multi-state, multi-entity payroll run on time, filed on time, and reconciled to the general ledger every cycle.

GustoADP Workforce NowPaychex Flex
03 Explore

Accounts Payable Management

Invoice capture through to payment run, with three-way matching, approval routing and a vendor master that stays clean.

Bill.comTipaltiRamp
04 Explore

Accounts Receivable & Collections

Invoice faster, follow up consistently, get paid sooner, with a days sales outstanding figure you can actually watch move.

ChaserInvoicedHighRadius
05 Explore

Virtual CFO & Advisory

Board grade financial leadership covering forecasting, unit economics and capital strategy, without a full time executive hire.

FathomJiravCausal
06 Explore

Audit & Assurance Support

Fieldwork preparation, testing documentation and request list management that lets your signing partners stay on judgement.

CaseWareCCH ProSystem fx EngagementAuditFile
07 Explore

Financial Reporting & Analysis

Management reporting that explains the business: consolidated, commented and delivered before the meeting rather than after it.

Power BILooker StudioTableau
08 Explore

Sales Tax, VAT & Indirect Compliance

Nexus tracked, registrations maintained, returns filed, across US states, UK VAT, Canadian GST and HST, and Australian GST.

AvalaraTaxJarVertex
09 Explore

Dedicated Offshore Teams

Your own badged finance team in India. You direct the work, we carry the employment, infrastructure and retention risk.

Microsoft 365Google WorkspaceSlack
10 Explore

Fund & Trust Accounting

Net asset value calculation, capital accounts, waterfall allocation and investor reporting for funds, family offices and trusts.

AllvueInvestranYardi
11 Explore

Accounting Automation

Automate the repeatable parts of finance work: document extraction, reconciliation matching, anomaly detection and reporting assembly.

Power AutomateZapierMake
12 Explore

Software we are already certified in

QB QuickBooks XO Xero SG Sage Intacct NS NetSuite CC CCH Axcess UT UltraTax CS DR Drake Tax BI Bill.com GU Gusto AD ADP AV Avalara DX Dext
Not sure where to start?

Most firms start with one process and expand from there.

The usual first move is bookkeeping or payables: contained, measurable and easy to run in parallel while you build confidence. Tax preparation follows, then reporting, then advisory. Very few firms hand over everything at once, and we would not recommend it.

01

Discovery and scoping

A working session rather than a sales call. We map your current workflow, volumes, software, review standards and the specific bottleneck you want gone.

02

Role design and costing

You receive a written role scorecard, team structure, shift plan and a transparent monthly cost with nothing hidden below the line.

03

Sourcing and your interviews

We screen for technical skill, communication and culture, then present a shortlist per role. You interview. You decide. Nobody is placed without your approval.

04

Secure onboarding

Access provisioning under your IT policy, confidentiality agreements, security training, software certification and a documented calibration batch before any live file is touched.

See the full onboarding sequence
Next step

Ready to build your offshore finance team?

Tell us what your firm is struggling with. We will map the roles, show you the cost model and give you a shortlist to interview. No retainer, no obligation.

Book a Consultation See Engagement Models
No retainer. Response within one business day.
Confidentiality agreement signed before any data is shared.