ATB Partners
ATB polishes and leads your ATB practice with the end-to-end solutions and creates new revenue streams to remain competitiv
CPA Partnership with AccountaxBookkeepers
The CPA firms are spending most of their time in filtering the books and less on the higher profit yielding activities. The CPA firms are not supposed to focus on special services because of the tight schedules and engagement in bookkeeping and accounting services. The special services need to be focused are tax consultancy, advisory etc. The CPA outsourcing services help in cost-saving as well as nurturing the good practice of CPA firms.
Our team of expert accounting professionals assists in addressing these issues and work as a part of CPA firm’s team to streamline your accounting and bookkeeping functions. We also understand that data security is the main concern for many CPA firms
How can we help CPA firms
- Bookkeeping service on a monthly, quarterly, and annual basis
- Correction in books of account, review and posting year-end adjustment
- Reconciliation of various control account
- Assistance in accounting software conversions
- Tax returns preparation of 1120, the 1120S, 1065, and related 1040s.
- Assistance in system implementation and accounting system integration
Why work with us:
- Allows reduction in cost and focus on higher revenue generating activities and increase in profit margin
- Outsource workloads during the peak period and tax season and provide timely service.
- Access to skilled and professional resources
- Avoid Conflicts and financial fraud when the person preparing the books and reports
- Saving in overhead and infrastructure cost
01
Referral Partnership
The Referral Partnership model combines the CPA firm and CapActix to perform and accomplish the services. The CPA firm refers to CapActix for accounting and bookkeeping services to its clients.
02
Back Office Support
CapActix acts as a back-office support provider with no direct contact with a client. CPA firm cooperates directly with the client and all communication and reports are in the name of CPA firm. Hence, Client is not aware of CapActix role as a partner.
03
Extended Partnership
This model refers to making clients aware of the relationship of CPA firm and CapActix However, CPA firm remains a direct point of contact for the client.
