Additional Services / Add-ons
Expanding your business capabilities through trusted partnerships—no need to juggle vendors alone.
We connect you with a global network of vetted pros, many ex-Big4, and curated firms, for specialized add-ons that seamlessly integrate with your finance ops. As your CPA-led coordinator, we ensure everything aligns with clean books, compliance, and growth—without you lifting a finger on the details.
Human Capital Services
Design and optimize HR processes that support organizational growth and employee success—keeping your team happy and your finances compliant.
Payroll
Processing
We partner with experts to set up and run your payroll smoothly, from registrations to filings—so you pay on time without tax headaches.
In plain terms:
- State registrations: Get set up for withholding taxes in your area.
- Processing: Calculate wages, deductions, and direct deposits monthly.
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Filings: Handle quarterly reports and W-2s for year-end.
In strategic terms:
- Multi-state compliance: Manage payroll across locations or remote teams.
- Benefits integration: Sync with health/401(k) for accurate deductions.
- Audit trails: Document everything for IRS reviews.
Why it matters: Accurate payroll means happy employees and no penalties—freeing cash for growth.
Retirement Plans Administration
Through trusted administrators, we launch and maintain plans like 401(k)s or SEPs to attract/retain talent without compliance pitfalls.
In plain terms:
- Setup: Choose the right plan type and enroll your first employees.
- Contributions: Track employer matches and rollovers.
- Annual compliance: File Form 5500 and run nondiscrimination tests.
In strategic terms:
- Plan optimization: Scale for 50+ participants with vesting schedules.
- Vendor coordination: Integrate with payroll for seamless deductions.
- Fiduciary oversight: Ensure ERISA rules protect your business.
Why it matters: Boost retention with competitive benefits—while we keep the IRS off your back.
Employment Contracts
We link you with HR attorneys to draft/review agreements that protect both sides and stay legally sound.
In plain terms:
- Basic templates: Cover salary, hours, and non-competes for new hires.
- Custom clauses: Add IP ownership or remote work terms.
- Review process: Spot risks before signing.
In strategic terms:
- Equity grants: Include stock options for execs or key talent.
- Termination policies: Align with state laws for multi-location teams.
Why it matters: Clear contracts reduce disputes—saving legal fees and keeping ops drama-free.
Technology Services
Bringing together people and technology to drive business performance—guided by finance smarts, delivered via partners.
We don't code or configure servers. Instead, we vet and coordinate tech partners to ensure solutions fit your accounting needs, data flows securely, and reporting stays accurate.
IT Managed Services
For larger organizations, we connect you with MSPs for full IT ops—monitoring everything from the finance angle.
In plain terms:
- Daily monitoring: 24/7 support for emails, devices, and cloud access.
- Helpdesk setup: Quick fixes for team tech issues.
- Security basics: Antivirus and backups to protect sensitive data.
In strategic terms:
- Scalable infrastructure: Handle growth for 100+ users with redundancy.
- Finance integration: Ensure IT supports ERP/CRM links without errors.
- Compliance checks: Align with SOC 2 or GDPR for investor trust.
Why it matters: Reliable IT means uninterrupted ops—let pros handle the tech while we guard your numbers.
IT Networking
We guide partnerships for secure networks that scale with your business, vetted for financial data safety.
In plain terms:
- Setup: Install Wi-Fi, firewalls, and VPNs for remote access.
- Maintenance: Regular updates to prevent downtime.
- Troubleshooting: Fix connectivity for smooth daily work.
In strategic terms:
- Hybrid cloud networks: Bridge on-prem and Azure for global teams.
- Bandwidth optimization: Prioritize finance apps for real-time reporting.
- Cyber audits: Test for vulnerabilities in multi-site setups.
Why it matters: Strong networks prevent costly breaches—keeping your financials locked tight.
Software development
Through specialized partners, we scope and steer custom software projects—ensuring they enhance, not complicate, your accounting.
In plain terms:
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Needs analysis: Pinpoint what you need (e.g., custom invoicing app).
- Design phase: Sketch user-friendly interfaces.
- Testing & support: Launch with training and fixes.
In strategic terms:
- Tech stack vetting: Frontend (HTML/JS), backend (.NET/C#), databases (SQL/Oracle), cloud (Azure)—all finance-aligned.
- API bridges: Link to ERP system for automated data sync.
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Agile oversight: Iterative builds with UAT from our CPA lens.
Why it matters: Tailored tools streamline workflows—delivering ROI without integration nightmares.
Website Development
We recommend and oversee developers to build professional sites that showcase your brand and drive leads.
In plain terms:
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Evaluation: Assess your current site and needs (e.g., e-comm vs. blog).
- Domain registration: Secure your URL and hosting.
- Custom build: Simple, mobile-friendly pages with contact forms.
In strategic terms:
- SEO integration: Optimize for searches.
- Analytics setup: Track leads tied to finance pages.
- Scalability: Add e-sign for contracts or client portals.
Why it matters: A sharp site converts visitors to clients—without distracting from your core services.
International subsidiary accounting & compliance
Leveraging our global partners, we coordinate local expertise for seamless cross-border ops.
In plain terms:
- Local setup: Register entities and open foreign bank accounts.
- Tax filings: Handle VAT/GST and withholding in key markets.
- Reporting: Consolidate for U.S. parent company books.
In strategic terms:
- Multi-jurisdiction audits: Ensure IFRS/GAAP harmony for multiple countries.
- Transfer pricing: Document arm's-length deals to avoid disputes.
- Risk mapping: Flag currency/exchange exposures.
Why it matters: Expand globally without compliance chaos—keeping consolidated finances crystal clear.
