CPA Liaison

Once we have your complete accounting file, we send it to your CPA/Enrolled Agent/Tax Preparer any time they request it. They can even have access all year long if you so desire through Xero, QuickBooks Online, and other accounting apps. We make tax season stress-free for you by:

  • Communicating with your CPA/Enrolled Agent/Tax Preparer
  • Giving your CPA/Enrolled Agent/Tax Preparer access to your file
  • Answering accounting (bookkeeping) questions regarding your file
  • Researching, looking up, and resolving discrepancies
  • Recording journal entries to record CPA/Enrolled Agent/Tax Preparer adjustments



The only thing getting in the way of your accounting bliss is self-doubt. Give yourself the gift of time by outsourcing one of the most tedious and time-consuming departments of your business. Fill in the form below to receive the next few steps to a complete accounting file. You will be given the opportunity to schedule a call or a live web meeting to discuss your needs in greater detail. If you’re ready to get started, you will be surprised at how easy we’ll make it for you to have your business finances in order!

Let’s get started!