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🇺🇸 United StatesYear-end review outsourcing for US firms and businesses
A pre-filing review of the books to US GAAP, so your CPA starts the compilation, review or return from a trial balance that already ties.
What's different in the United States
Every market has its own traps. These are the ones our the United States pod is trained to handle as routine rather than as escalation.
- Balances tested to US GAAP recognition and measurement
- Sales tax liability accounts agreed to filed returns
- Fixed asset register agreed to depreciation schedules
- 1099 vendor payments identified and totalled for the year
What we review
- Every balance sheet account agreed to third-party evidence
- Bank, loan, credit card and inter-company reconciliations tested
- Debtor and creditor ledgers aged and agreed to control accounts
- Stock, WIP and fixed asset registers verified against the ledger
- Revenue cut-off and accrual/prepayment completeness testing
- Prior-year comparatives agreed to the signed accounts
What you receive
- A finalised trial balance ready to take forward
- Proposed adjusting journals, each with its supporting rationale
- An exception report listing what we could not verify and why
- A schedule of open questions for the client or director
- Working papers indexed so your reviewer can follow the trail
A review service, not an assurance engagement. We do not express an audit or review opinion — that requires a licensed practitioner in your jurisdiction.
Two ways to buy
Accounting firms in the United States usually take a dedicated team under their own brand. Businesses usually take a managed engagement priced on volume.
Live in 12 working days
Documented SOP, secure access, two parallel cycles, then handover. Nothing goes live until you've signed off the process.
Nothing leaves your systems
We work inside your own software under named logins you create and can revoke in seconds. How access works.
Year-end review in the United States
Who does the year-end review work?
Qualified accountants in our the United States pod, trained specifically on US GAAP and IRS requirements. They work on your files only, and every deliverable is checked by a second reviewer before it reaches you.
Do you file with IRS on our behalf?
No. We prepare, reconcile and document; your licensed practitioner reviews, signs and files. That keeps professional responsibility exactly where it belongs and means you carry no licensing risk from working with us.
How quickly can year-end review move across?
Twelve working days from signed scope to first reviewed deliverable in most cases. We document the process first, run two cycles in parallel with your existing team, then take it over once output matches.
What does it cost?
Dedicated accountants start at $1,850 per month; managed engagements are priced on transaction volume from $450 per entity per month. Indicative rates and volume bands are on the pricing page, quoted in USD if you prefer.
Other services in the United States
Bookkeeping in the United States
Books maintained to US GAAP with a close calendar your reviewer can rely on, whether you report monthly to a lender or quarterly to a board.
AP & AR in the United States
AP and AR run through Bill.
Payroll in the United States
Multi-state payroll with the registration and nexus questions handled before they become a penalty notice, across Gusto, ADP, Paychex, Rippling and QuickBooks Payroll.
Year-end filings in the United States
Federal and state filing packages assembled with supporting schedules, so your CPA reviews and e-files rather than rebuilding the workbook.
Audit support in the United States
Workpaper files built to AICPA standards for compilation, review or audit, referenced so your engagement partner can sign without rebuilding the file.
BAS / GST / VAT in the United States
Sales and use tax returns across every state you have nexus in, prepared from reconciled transaction data with the registration position tracked as thresholds move.
Tax support in the United States
Individual and entity returns prepared through busy season at volume, in CCH Axcess, UltraTax, Lacerte or Drake — with the workpapers your reviewer needs attached.
Reporting & vCFO in the United States
Board-ready reporting for US businesses and the advisory layer CPA firms need to move clients off a compliance-only fee.
Bring year-end review to us
A 30-minute call, a written scope, and a fixed monthly price. No obligation, no procurement process, and a two-week paid pilot before you commit to anything longer.