FOR CPA FIRMS & GROWING BUSINESSES
Clearer books.
More room to grow.
Accounting and bookkeeping support built around your workflow. From everyday transactions to month-end reporting, give your team more time to focus on clients and decisions.
Built on Six Standards of Excellence
Our mission is to deliver high-quality, timely services with complete transparency — building long-term client relationships grounded in measurable outcomes.
Accuracy-First Quality
Every output is reviewed to CPA-ready standards. We maintain strict checklists and multi-level review protocols so your financials are always clean, reconciled, and audit-ready.
Process-Driven Approach
We operate on documented SOPs and structured workflows for every engagement. No ad-hoc work — just repeatable, scalable processes that deliver consistent results every period.
On-Time Every Time
We commit to agreed deadlines and proactively flag issues before they become problems. Your close schedule runs on time — period after period, year after year.
Complete Transparency
Frequent status updates, clear communication, and no surprises. You always know where your books stand — with full visibility into work progress at every stage.
Consistent Delivery
Reliable, repeatable outcomes — regardless of volume or complexity. Our team delivers the same high standard on month 1 and month 24, with no drop-off in quality over time.
Smooth Learning Curve
Our structured onboarding process minimizes disruption. We learn your chart of accounts, tools, and workflows quickly — so your team feels the value from week one, not month three.
End-to-End Accounting & Bookkeeping Services
From transaction-level bookkeeping to management reporting, we handle your entire back office — so you can focus on clients and growth.
Accounts Payable
- ✓Purchase order processing & matching
- ✓A/P invoice entry & approval workflows
- ✓Travel & expense report processing
- ✓Credit card reconciliation
- ✓Vendor account reconciliation
Accounts Receivable
- ✓Sales order processing & billing
- ✓Customer invoicing & statement dispatch
- ✓AR collections management
- ✓Dunning letters & follow-ups
- ✓Customer account reconciliation
General Accounting & Payroll
- ✓Chart of accounts setup & maintenance
- ✓General journal entries & accruals
- ✓Bank & credit card reconciliation
- ✓Payroll posting & reconciliation
- ✓Fixed asset register management
Taxes & Compliance
- ✓Sales tax filing & compliance
- ✓W-9 collection & vendor tracking
- ✓1099 & 1096 preparation & filing
- ✓IRS-compliant documentation
- ✓Year-end compliance support
Closing & Reporting
- ✓Month-end & year-end close management
- ✓Multi-entity consolidation
- ✓Financial statement preparation
- ✓Audit support & documentation
- ✓CPA-ready workpaper packages
FP&A & Management Reporting
- ✓MIS reporting & dashboards
- ✓Annual budgeting & forecasting
- ✓KPI analysis & variance reports
- ✓Cash flow management & projections
- ✓Custom management reporting packs
Your Data Is Protected at Every Layer
We treat client financial data with the same rigor as a regulated financial institution — with multi-layer security protocols across people, processes, IT, and infrastructure.
Process & Policy Controls
- ✓Managed access controls with least-privilege principles
- ✓Strict data retention & disposal policies
- ✓Regular quality audits & compliance checks
- ✓100% paperless, encrypted workflows
IT & Network Security
- ✓Written Information Security Policy (WISP) in place
- ✓Two-factor authentication on all systems
- ✓Secured, hardened workstations
- ✓Restricted removable drives & media policies
People & Physical Security
- ✓Dedicated infrastructure — no shared environments
- ✓Thorough background checks on all staff
- ✓Mandatory NDA sign-off before onboarding
- ✓Restricted physical access to client data areas
IT Infrastructure & Uptime
- ✓Latest-config desktops with current security patches
- ✓Multiple leased lines for 100% connectivity uptime
- ✓Redundant backups with offsite storage
- ✓Continuous monitoring & incident response protocols
Trusted Across Multiple Sectors
We bring deep industry familiarity to every engagement — understanding the unique accounting workflows and compliance requirements of each sector.
CPAs & Accounting Firms
12+ firms across 5 states trust us for back-office support — bookkeeping, close management, and CPA-ready workpapers.
Restaurants & Hospitality
5+ restaurant and hotel clients in Pennsylvania rely on us for AP/AR management, payroll posting, and period-end reporting.
Homecare & Daycare
3 homecare and daycare providers in PA & CA use our services for clean books, payroll reconciliation, and state compliance support.
Real Estate
2 real estate firms in PA & CA benefit from our property-level bookkeeping, entity consolidation, and investor reporting.
Non-Profit Organizations
Non-profits in PA rely on our fund accounting, grant tracking, and audit-ready financial reporting expertise.
Growing SMBs
Scaling businesses across service, retail, and tech sectors partner with us to build finance functions that grow with them.
How We Onboard & Deliver
A structured, transparent engagement model that gets you up and running fast — with no disruption to your existing workflow.
Discovery Call
We start with a free consultation to understand your business, current pain points, and specific accounting needs — no obligation.
Scope & Proposal
We define a tailored scope of work aligned to your requirements, with clear deliverables, timelines, and service levels.
Secure Onboarding
Your dedicated team is assigned. We sign NDAs, set up secure access, and align on your chart of accounts, tools, and processes.
Parallel Run
We run parallel with your current process for the first period — so you can validate quality before fully transitioning.
Go Live & Deliver
Once validated, we take over fully. Your team works to agreed SLAs, with proactive communication at every milestone.
Review & Optimize
Monthly check-ins and quarterly reviews ensure continuous improvement, process refinement, and alignment with your evolving needs.
No Lock-In. No Surprises.
We operate on a simple month-to-month model because we believe in earning your business every month — not locking you into long-term contracts.
Ready to Elevate Your Accounting Operations?
Join 40+ businesses and CPA firms that trust US Tax Deals Inc. for accurate, timely, and secure back-office accounting support.
Accounting & Bookkeeping • CPA Firms & Businesses • US Tax Deals