CPA Resources

For those CPAs and Firms who perform accounting & bookkeeping services and would prefer to spend their valuable time and staffing resources on more profitable services, OSYB can become your back office or work directly with your clients.

We call them your clients, as they truly are, and you never have to be concerned that we would provide tax or attest services for them for one reason, we do not offer these services.

We maintain transparent communication with you, the CPA or financial advisor, providing you with your client's updates and progress reports throughout the year.

Benefits:

• Simplify your year-end
• Provide reconciled bank, loan and balance sheets accounts
• Tailor financial reports to meet your general ledger groupings
• Perform tie outs to prior year financials after your adjustments are recorded
• Clean up and adjust client financial records during your busy season saving you valuable time
• Prepare 1099s and 1096 at year-end
• Provide year-end reports and software files with prior authorization from your client
• Assist with additional reporting and accounting services making it easier to service your clients
• More reasons why CPA firms should outsource bookkeeping services