Bookkeeping support for CPA and tax firms
Extra capacity in busy season, or ongoing white-label work under your brand. You keep the client relationship. We do the work in your tools and follow your review process.
How we help firms
Flexible capacity that fits around your team, not the other way round.
Busy season capacity
Extra hands for tax season, month-end peaks and clean-up projects, so your staff can focus on review and advisory work.
White-label work
We work under your firm's name. Your clients deal only with you, and we never contact them unless you ask us to.
Your software, your process
We work in your firm's tools and follow your checklists, naming rules and review steps. Our team can be trained on the systems you use.
Steady turnaround
We work US business hours, Monday to Friday, 7:00 AM to 6:00 PM Eastern Time, with clear status updates and files ready for your review.
Work we can take on
Hand us the preparation work. Your team keeps the review, sign-off and client advice.
- Monthly bookkeeping for your client list, closed on your schedule
- Bank and credit card reconciliations, including accounts that have fallen behind
- Catch-up and clean-up work before returns can be prepared
- Year-end files with reconciliations, fixed asset and loan schedules, and 1099 totals
- Payroll recording and payroll liability reconciliations
- Accounts payable and receivable for clients who need ongoing support
- QuickBooks setup and migration, including moves from QuickBooks Desktop to Online
How we start working together
A careful start, so the work matches your standards from the first file.
Intro call
We learn how your firm works, which software you use and where you need help.
Step 1Agree the process
You share your checklists, review steps and file standards. We confirm scope, turnaround and price in writing.
Step 2Start with a few files
We begin with a small number of client files, so you can review our work before handing over more.
Step 3Ongoing support
Regular work on a set schedule, or extra capacity whenever your season gets busy.
Step 4Confidentiality
- We sign your firm's NDA or confidentiality agreement before any work starts
- We work only inside your firm's systems, with logins you control
- Multi-factor login on every account we use
- Client data never sits on our system
- Access removed as soon as the work ends
Pricing for firms
Firm work is priced per client file or as a monthly block of hours, depending on what suits you. Busy season blocks can be agreed ahead of time.
Tell us about your client list and the work you want to hand over, and we will send a clear written quote.
Get a quoteQuestions from firms
No. Chudasama LLC provides bookkeeping, accounting and admin support. We do not sign returns, give tax advice or provide attest services. Your firm keeps all review, sign-off and client advice.
Only if you want them to. For white-label work we stay in the background and communicate only with your team.
QuickBooks Online, QuickBooks Desktop, Sage Intacct, Bill.com, Excel and the main payroll systems, including ADP, Gusto, Paychex and Rippling. If your firm uses other tools, our team can be trained on them.
Yes. Most firms start with a handful of client files and add more once they are happy with the work.
Need extra hands this season?
Book a free 30 minute consultation, or tell us about your books for a custom quote. We reply within one US business day.