Support Topics

Services for CPAs

Maintaining a strong relationship with the CPA community is important to us and we love working with CPAs.

If your client has ever brought in the shoebox full of receipts and no financial reports or reconciliations, we can help.


We realize that your time is valuable and managing the day-to-day tasks your clients need can become labor intensive.  We can compile the source documentation and provide an Income Statement and Balance Sheet to assist you in preparing reviewed financials and income tax returns.


Any service we provide directly to our clients, we also provide to our CPA partners and their clients


How It Works

Work can be performed remotely at our Denver, CO location or directly at your client's office.  For work performed remotely, you remain the sole point of contact for your clients (unless you prefer we contact them directly).  Their source documentation can be faxed, emailed, or uploaded to our secure content server.  All work is performed directly by us and is never outsourced. 


CPA Referral Program

We are also happy to refer clients who need a CPA.  We prefer to refer clients to CPAs that we are working with so we can give a recommendation along with the referral.


How to Get Started

Contact us to schedule an appointment to discuss your accounting needs and requirements.  We will discuss your requirements and create a unique model for your business so you only pay for services you actually use.

Request a Quote


Contact Us