Your clients want monthly books, catch-up work, financial statements and tax returns. Your staff is full. We are your overflow production team: a dedicated, trained team prepares the work, a US CPA reviews it, and it comes back to you ready for your own review. You keep the client, the relationship and the fee.
Transactions categorized, every bank, card and loan account reconciled, and the month closed on a schedule you set.
Clients months or years behind, rebuilt month by month so your staff starts from reconciled books instead of a shoebox.
Monthly or annual statements prepared for your review, in your client's books or in Baratelli Bankable.
Interim statements, debt schedules and the support a bank asks for, assembled the way a credit officer reads them.
We work behind your firm. Clients deal with you, and nothing goes to a client that you have not reviewed.
Every package is reviewed by a US CPA on our side before it returns, so your review starts from finished work.
Our engagement terms include the client disclosure language the AICPA rules call for, and section 7216 consent forms where tax information is involved.
The same trained people work on your clients month after month, so they learn your standards and your clients' books.
The data on the accountant shortage, how firms are already using outside production, the AICPA, IRS and FTC rules that apply, why the Philippines, and the economics of overflow against hiring. Sourced to the AICPA, the BLS, the IRS and the FTC.
Free PDF. Enter your name and email and the download starts on the next page.
Baratelli CPA & Accounting, PLLC
751 East Dorchester Drive
Saint Johns, Florida 32259
