- FAQ
Hello, how we can help?
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Working with Accountably
We support CPA firms of all sizes, from solo practitioners to large firms handling multiple clients across different industries. Whether you need help with bookkeeping, tax filings, audit prep, or outsourced financial services, we tailor our solutions to fit your firm’s workflow.
We offer a full range of back-office support for CPA firms, including bookkeeping and reconciliations to keep financial records accurate, tax preparation and compliance for federal, state, and multi-state filings, audit support to organize and prepare documents for smooth audits, and advisory services to help optimize operations and expand services.
Outsourcing to us allows your firm to free up internal resources to focus on client advisory and growth, reduce operational costs without compromising quality, ensure compliance with evolving tax and financial regulations, and scale services efficiently during tax season and beyond.
Tax and Compliance Support
Yes, we manage tax filings across multiple states, keeping track of varying tax laws and deadlines to ensure compliance.
Absolutely. We handle Form 1041 for trusts and Form 990 for non-profits to ensure proper tax reporting and compliance with IRS regulations.
Our team stays up to date on the latest tax laws, IRS guidelines, and state-specific regulations. We monitor changes and adjust filings to ensure your clients remain compliant.
Bookkeeping and Financial Management
We handle daily transaction recording, bank reconciliations, financial reporting, and general ledger management to keep your clients’ records accurate and up to date.
Yes, we assist CPA firms in managing payroll processing, tax withholdings, and filings, ensuring compliance with local and federal regulations.
We integrate seamlessly with leading accounting platforms, including QuickBooks, Xero, Sage, and NetSuite, among others.
Audit and Advisory Support
Yes, we assist CPA firms with gathering necessary documents, reviewing financials, and organizing records to ensure a smooth audit process.
Absolutely. We assess your current workflows and suggest practical improvements to increase efficiency, reduce errors, and optimize client services.
Yes, our Virtual CFO Services provide strategic financial planning, forecasting, budgeting, and risk assessment to help CPA firms and their clients make informed decisions.
Security and Compliance
We follow strict data security protocols, including encrypted communications, multi-factor authentication, and restricted access controls to protect sensitive financial data.
Our team includes both onshore and offshore professionals, allowing us to provide cost-effective services while maintaining high-quality standards.
Yes, we sign Non-Disclosure Agreements with all our partners to ensure confidentiality and compliance with industry standards.
Getting Started
It’s simple. Schedule a consultation so we can discuss your firm’s needs and outline a custom solution. We will handle onboarding and integration by aligning with your workflows and setting up secure data-sharing processes. Once we start, our team will manage assigned tasks while keeping you updated.
No, we offer flexible engagement models to fit your firm’s needs, whether you require ongoing support or seasonal assistance.
You can contact us via phone or email or schedule a free consultation to explore how we can support your firm.
You still have a question?
If you cannot find answer to your question in our FAQ, you can always contact us. We will answer to you shortly!
