US
Accounting
Outsourced Accounting & Tax Support for CPA Firms
US CPA firms face intense seasonal pressure, multi-state complexity, and staffing shortages. POS Accounts provides structured, IRS-aligned support that integrates directly into your workflow.
Bookkeeping & Accounting Support
Scope of Work
We handle day-to-day accounting operations with precision and documentation control:
Transaction classification & clean-up
Bank, credit card & loan reconciliations
Accounts payable & receivable management
Fixed asset tracking
Journal entries & month-end adjustments
Financial statements (P&L, Balance Sheet, Cash Flow)
Catch-up & clean-up bookkeeping
Audit-ready documentation
Our Process
1
Workflow Mapping
Understand your chart of accounts and reporting structure
2
Software Integration
Secure access to QBO, Xero, or client ERP
3
SOP Alignment
Match your internal review standards
4
Monthly Close Calendar
Defined timelines and responsibility matrix
5
QA Review
Multi-level internal review before submission
US Tax Preparation & Compliance Support
Built for peak season scalability.
Scope of Work
1040 Individual Returns
1120 / 1120S Corporate Returns
1065 Partnerships
Schedule C, E, K-1
Multi-state filings
ERTC claim documentation
Tax projections
Organizer review & missing document follow-up
Workpaper preparation
Our Process
1
Secure Document Collection
2
Preparer Level Drafting
3
Senior Reviewer Check
4
Query Resolution with CPA
5
Finalization & E-file Ready Delivery
We function as your backend tax team without client disruption.
POS-Integrated Accounting (Retail & Multi-Location Businesses)
For CPA firms serving retail, restaurants, franchises, and e-commerce.
Scope of Work
Daily sales reconciliation
Inventory-linked accounting
Payment gateway matching
Multi-location revenue tracking
Shrinkage & variance reporting
Margin analysis
Sales tax reconciliation
Our Process
1
API/Data Sync Configuration
2
Daily Automated Reconciliation
3
Exception Reporting
4
Monthly Performance Reporting
We convert raw POS data into financial intelligence.
Advisory Support
For firms expanding into advisory services.
Scope of Work
Cash flow forecasting
Budget planning
Profitability analysis
KPI dashboards
Scenario modeling
Business performance reporting
Our Process
1
Data Consolidation
2
Forecast Modeling
3
Strategic Insight Report
4
Quarterly Advisory Preparation
We help CPA firms move beyond compliance into higher-value advisory.
Engagement Models
Dedicated Team Model
White-Label Delivery
Flexible Hourly Support
Project-Based Engagement
Seasonal Tax Support
Each model includes:
1
Defined SLAs
2
Data security compliance
3
Weekly reporting
4
