Home indent Solutions indent Certified Public Accountant

Certified Public Accountant

Many CPAs and CPA firms partner with us in one of two ways:

  • Referral Partnership
  • Private Label

Referral Partnership

Help your clients to better organize their financial record keeping, and eliminate future headaches for yourself! By recommending our services to your own clients, you are helping them to take control of their finances. We can assist your clients in streamlining their recordkeeping while simultaneously improving your efficiency in dealing with them.

Client Benefits

  • Timely and accurate information
  • Financial and operational reports
  • 30% to 50% savings
  • Improved efficiency by automating processes

Your clients will appreciate your recommendation, and you will benefit from better organized client records.

CPA Firm Benefits

  • Timely information at the end of the year for tax returns/financial statements
  • Efficiency - spending less time on tax return/financials, receiving information in format you understand
  • Remote access to a client’s records
  • Increase in your effective billing rate
  • Regularly updated records allowing you to consult clients better
  • Referrals for CPA services

Call us today, and learn more about why we are the company that clients recommend!

Private Label

We can function as your entire back office, performing a range of tasks including data entry, reconciliations, tax preparation, reporting, budgeting, forecasting, financial analysis and modeling. Our qualified team of bookkeepers, CPAs, and MBA-level staff work seamlessly with your firm to provide your clients with timely and accurate data and reports, all while packaging our services as your own.

Learn how we can help CPA firms like yours to better serve your clients.

Features & Benefits

  • Back office support allows you to focus on increasing your more valuable, billable hours
  • Reduce time consuming tasks that encroach on your hourly value
  • Enjoy cross referral opportunities, easily identified as a member of our program
  • Leverage our conservation and efficiency capabilities - equating to more savings for you
  • Perform tasks more efficiently- allow us to customize your systems and data in a way that saves you time
  • Access to specially formatted reports designed for CPAs to guide clients better, providing them with added services

If you are in search of a strategic business partner who will help you position your company for growth, contact us today at 954 495 8281 to find out how we can help!

Last year, our CPA firm began a search for an outsourcing solution for our client’s accounting work...