US CPA Partner Ready Team of 10+ CA(Indian CPA's) US GAAP & State Compliance
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Full Service Offerings

Specialized Outsourcing
& Accounting Engagements

A detailed breakdown of all engagements handled by our 10+ CA(Indian CPA's) for US CPAs and corporate clients — across bookkeeping, compliance, logistics, and multi-entity consolidation.

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CPA-Ready Deliverables
US GAAP Compliant
QBO & Xero Certified
5+ Industries Served

10+

Chartered Accountants

8

Active Engagement Types

3

Platform Certifications

US & India

Multi-Jurisdiction Coverage

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Bookkeeping & Accounting Outsourcing Engagements Advisory & Automation
1

Bookkeeping & Accounting Engagements

Hands-on accounting and bookkeeping engagements across technology, mobile payments, and global shipping clients using leading cloud platforms.

A. Comprehensive Bookkeeping & Compliance
— Technology Client

Full-scope bookkeeping and compliance support for a US technology client, covering transaction recording through to year-end.

QBO Compliance
Core Bookkeeping
  • Recording of sales, purchases, expenses, and payroll transactions
  • Bank and credit card reconciliations
  • Intercompany entries and adjustments
  • Chart of Accounts (COA) customization
  • End-to-end inventory tracking setup in QBO
Advisory & Automation
  • Internal review of books for errors and misstatements
  • QBO automation: bank rules, recurring invoices, and customized reports
  • Research & Development expense recognition and amortization
Compliance-Oriented Tasks
  • US Sales Tax return filing (Texas)
  • Canada Sales Tax tracking
  • Payroll journal entries
Periodic Reconciliation
  • Invoice-level tracking and recognition of Deferred Revenue
  • Vendor bill tracking and recognition of Prepaid Expenses
Year-End Support
  • Preparation of financials for CPA review
  • Support for corporate tax filings
Accounts Payable & Receivable
  • Vendor bill processing, payment scheduling, and reconciliation
  • Customer invoicing, collections follow-up, and AR reconciliation

B. Accounting

— AI Marketing Technology

End-to-end accounting for a US-based AI marketing company using QuickBooks Online with Wise Banking integration.

QuickBooks Online Wise Banking
  • Comprehensive bookkeeping including invoicing, Accounts Receivable, Accounts Payable, and Bank Reconciliation
  • Wise Banking integrated into QBO for seamless transaction capture
  • Credit card reconciliation with direct integration in QBO
  • Monthly financial statements and management reporting
  • Cash flow forecasting and monitoring
  • Salesman commission workings and calculations
  • Budgeting and variance analysis
  • Liaised with HubSpot consultant to automate Sales Contracts with built-in internal controls — rate validations, discount approval by designation, and customer outstanding checks
HubSpot CRM QBO Automation

C. Accounts Receivable & Accounts Payable

— Global Shipping Company

End-to-end AR and AP support for a global shipping and logistics company handling high-volume, cross-border transactions.

QuickBooks Online Wise Banking
  • Receipt allocation and bank reconciliations
  • Customer and vendor account reconciliations
  • Invoice validation and purchase order matching
  • Freight invoice verification
  • Payment processing support
  • Ageing analysis and management reporting
  • Exception management and query resolution
  • Reconciliation of high-volume transactions across shipping lines, freight forwarders, ports, terminals, and logistics service providers

D. Bookkeeping & Quarterly Reporting

— US company — ongoing retainer

Ongoing bookkeeping engagement for a US company with quarterly account packages delivered to the US CPA.

Zoho Books
  • Full bookkeeping in Zoho Books
  • Quarterly accounts packages delivered directly to the US CPA for review & filing

E. Comprehensive Accounting & Consolidation

— Mobile Payment Technology (US & India)

Bookkeeping and accounting services for a US-based mobile payment technology company with an Indian subsidiary, covering consolidated financials under US GAAP.

US GAAP India Subsidiary Mobile Payments
  • Transaction recording and classification
  • Bank reconciliations
  • Accounts Receivable and Payable management
  • Project accounting
  • Month-end closing procedures
  • Management reporting
  • Preparation of financial statements including consolidation of US parent and India subsidiary in accordance with US GAAP
2

Other Outsourcing Engagements

Specialized outsourcing services covering US taxation, state compliance, and global logistics rate management.

A. Taxation & Administrative Support

US Parent Company — Construction Sector

Construction State Tax
  • Review of state tax returns
  • Management of tax exemption certificates
  • Tracking of Form 1099-NEC compliance for all vendor engagements
  • Maintenance of compliance trackers
  • Coordination with CPAs & tax advisors
  • State & local tax compliance support across all group entities

B. Ocean Freight Rate Management

US Logistics Technology Company

Ocean Freight Logistics Tech
  • Interpretation of shipping contracts & freight rate structures
  • Validation of freight rates & surcharges across carriers
  • Rate database maintenance
  • Processing of rate amendments
  • Structured data preparation for client proprietary rate management platform

C. Advisory & Process Automation

Workflow Optimization — Multiple Clients

QBO Automation HubSpot
  • Internal review of books for errors & misstatements
  • QBO automation: bank rules, recurring invoices & customized reports
  • Sales contract automation with rate validations, discount approval by designation & customer outstanding checks
  • R&D expense recognition & amortization
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