Services for CPAs
CPA Firms Benefit by Partnering with OSYB
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. 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 and trusted advisor, providing you with your client’s updates and progress reports throughout the year.
- Simplify your year-end with timely information
- Provide reconciled bank, credit cards, loans and other 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 1099’s and 1096 at year-end so you dont need to worry about these
- 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
- Find out why OSYB loves CPAs!
CPA Firm Resources and Back Office Services
CPA firms consider OSYB one of their most valuable relationships. We produce timely and accurate bookkeeping records and accounting reports that are vital to your success as a CPA. OSYB personnel are readily available to CPAs and their clients so all filings, audits, and financial statements can be completed more effectively and efficiently.
We are your back office. Our staff works closely with your firm, whether it is a 2-person or 200-person accounting firm. We complete all bookkeeping functions needed to provide you with accurate year-end information for you to prepare tax returns and year-end attest functions.