Offshore Month-End Close for CPA Firms.
month-end closeis the work that makes everything else in your CPA firm’s workflow possible. financial statementsyour clients can act on, tax preparation that starts from clean books, management reporting that reflects the actual period — all of it depends on a clean, complete, timely close. our offshore accountants handle the full monthly close cycle inside your clients’ QBO or Xero environment and deliver reviewer-ready books by the 5th of each month. your CPAs review, confirm, and move on.
Every step of the monthly close cycle — handled offshore.
every item below is covered as standard on every monthly engagement. nothing requires a separate request.
Close delivered by the 5th. every month.
close completed and delivered by the 5th of each month for the prior period.
if source documents (bank statements, credit card statements, payroll reports) arrive after the 1st, delivery extends by one business day per late document received after the 2nd.
delivery format: notification through your agreed communication channel (email, Slack, or Teams) with a one-paragraph summary of the period and any items flagged for your attention. financial statements available in your software immediately.
Every deliverable. every month. no items outstanding.
We work in your clients’ existing software.
no migration required. we work in the software your clients are already on.
Two internal review stages before the close reaches you.
the close is not marked complete until every item has passed a two-stage internal review. the anomaly summary you receive is a product of this review — everything flagged in it was caught internally, not discovered by you during your review.
Clean books by the 5th. every month.
book a call and tell us which clients you want to start with and which software they’re on. we’ll confirm how the close cycle integrates with your current workflow.
Book a discovery callOr email accounting@nimblechapps.finance
