Automation and Back-Office Support for Private Equity-Backed CPA Firms
Most private equity firms already have accounting and tax expertise in house, so we don't lead with conventional services. We focus on a specific need: private equity firms that purchase CPA firms and want help automating accounting and tax preparation workflows, along with dependable back-office support.
Acquiring a CPA firm also means taking on its manual processes. We help automate the repetitive work in accounting and tax preparation, such as gathering data, collecting documents, and moving information between systems, so the firm's professionals can spend more of their time on review and client service.
We also provide back-office support that can take routine administrative work off the firm's plate. If you do need conventional accounting or tax services, we can provide those too.
Services for Private Equity Firms
- Accounting workflow automation for acquired CPA firms
- Tax preparation workflow automation
- Automated document collection and organization
- Integration between accounting and tax systems
- Back-office support for routine administrative work
- Conventional accounting and tax services when needed
Tax preparation and advanced tax planning are provided through Sanderson & Williams, PLLC.
