Insights for people who care about clean books.
Practical guides for US CPA firms and small business owners, written by the accountants who do this work every day.
- Outsourcing bookkeeping to India: a due-diligence checklist for US CPA firms Offshore support can add capacity, but your firm keeps the professional responsibility. Here’s what to check about people, data security and quality, and the AICPA, FTC Safeguards Rule and IRC section 7216 duties that come with sharing client information.
- A month-end close checklist for small businesses Ten steps, in order, to turn a month of transactions into numbers you can rely on, plus the mistakes that cause most problems.
- How to reconcile a bank account: a step-by-step guide A worked example, timing differences explained, and how to find the cause when balances don’t match.
Let’s meet each other.
Tell us how your books are kept today and where the work piles up. In a free consultation we’ll walk through what we’d take off your desk, how the handoff would work and what it would cost.
Phone
+91 99036 74496
+91 99036 74496