Monthly bookkeeping, bank reconciliation, and CPA-ready financial reports — handled remotely, delivered clean.
This practice serves US-based businesses that carry a bookkeeping backlog, have books not reconciled in months, or hand messy files to their CPA every year at tax time. The work is handled remotely — with clean deliverables, documented audit trails, and a clear monthly close process.
The practice also handles overflow work for US CPA firms: book cleanup, reconciliation, and year-end preparation so CPAs receive review-ready files rather than raw transaction exports.
Seven service areas, each with a defined scope and a documented close process. Click any card to see what the engagement covers and the business situation it addresses.
US GAAP — Account Classification Standards
US GAAP — Accrual Basis Transaction Recording
Bank Reconciliation — Standard Month-End Close
Accounts Payable / Receivable — Aging Analysis
South Dakota v. Wayfair (2018) — Economic Nexus Compliance
US GAAP — P&L, Balance Sheet, Cash Flow Statement
Tax Return Preparation Support — CPA Coordination
Books where the default Chart of Accounts was accepted at setup and never adjusted. Two or three years of transactions sit in wrong categories, personal charges are mixed with business, and the CPA spends the first billing hours untangling structure before any actual tax work begins.
A disorganised Chart of Accounts generates CPA cleanup fees at year-end. It also means the owner has no reliable view of which expenses are growing month to month.
A business doing meaningful monthly revenue generates hundreds to thousands of individual transaction entries every month. Left unattended, those accumulate. By March, the CPA faces thousands of uncategorised transactions that must be resolved before any tax return can be prepared.
Monthly categorisation means the books reflect the business as it actually operates, and the owner has financial visibility from one period to the next rather than a year-end surprise.
Books that haven't been reconciled for several months carry unresolved discrepancies the owner doesn't know about. When tax time arrives and the accounting software balance doesn't match the bank, the CPA charges to diagnose and fix what should have been caught month by month.
Monthly reconciliation catches errors when they're hours old rather than months old.
A business with strong monthly revenue but significant unpaid invoices outstanding faces a cash shortfall that doesn't show up until a payroll date or a vendor payment deadline arrives. Receivables sitting at 45 to 60 days average outstanding tie up working capital the business is already earning.
Structured AP/AR management brings average days outstanding down and ensures no early payment discounts on vendor bills are missed.
Since the 2018 South Dakota v. Wayfair Supreme Court ruling, every US state with a sales tax can require remote sellers to collect and remit once economic nexus thresholds are crossed. A business selling across multiple states has multiple tax rates, multiple deadlines, and multiple penalty structures to manage.
Missed or incorrect filings carry per-month penalties and percentage-of-unpaid-tax charges that compound quickly when a state initiates an audit.
Many business owners get two data points per year: nothing for eleven months, then a tax return in April telling them what happened the previous year. There's no month-to-month visibility, no way to see margin compression happening, and no early warning on cash shortfalls.
A monthly financial package with narrative analysis gives the owner the information they need when it's still actionable.
The common pattern: books arrive at the CPA in March in a state that requires hours of cleanup before any return preparation can begin. The CPA bills at their hourly rate for that cleanup work, and the owner pays for time that would have been unnecessary with consistent monthly bookkeeping.
Clean year-end books give the CPA time to focus on tax strategy rather than transaction reconstruction.
Each engagement follows the same sequence: diagnostic first, scope confirmed in writing, delivery with a documented summary, and a clear handoff to the CPA when needed.
View-only access to the accounting platform is requested. The books are reviewed over three to five business days: reconciliation status, uncategorised transactions, Chart of Accounts structure, outstanding AR and AP, and payroll entry accuracy. A written one-page summary goes to the business owner before any work begins.
After the diagnostic, a scope confirmation is sent by email: exactly what will be delivered, the timeline, and the fee. No work begins until the scope is confirmed in writing. If the engagement changes, the scope email is updated and reconfirmed before work continues.
The agreed work is completed and delivered with a short written summary: what was found, what was done, and what the owner should know. Every deliverable includes a documented audit trail. The CPA receives files in the format they need, without requiring the business owner to act as an intermediary.
For retainer engagements, the same close process runs each month: bank feed categorisation, reconciliation, AP and AR reporting, and financial package delivery by the 10th. The process is documented as a standard operating procedure, so nothing depends on memory or informal communication.
Nikhil Arora is a Chartered Accountant registered with the Institute of Chartered Accountants of India, with over ten years of active practice running a CA firm in Amritsar. The practice has handled statutory audits, tax authority representations, and a concurrent audit engagement with the National Highway Authority of India.
The focus area for US remote work is bookkeeping and financial reporting for small businesses: Chart of Accounts setup and cleanup, monthly transaction management, bank and credit card reconciliation, accounts payable and receivable management, and CPA coordination at year-end. The work is carried out under US GAAP standards, with clean audit trails and documented close processes on every engagement.
Alongside CA qualification, Nikhil holds a Diploma in Information System Audits (DISA) from ICAI. The DISA credential covers accounting system controls, data quality, and audit trail integrity — areas that matter when a business owner is handing book access to a remote practitioner. Platform certifications cover both QuickBooks Online and Xero at the professional tier, with active practice work on both platforms.
The firm in Amritsar has operated with a team across ten years of practice, handling client relationships from initial onboarding through to tax authority representation. That background — managing files, communicating proactively, and taking full accountability for accuracy — is the same operating standard applied to US remote engagements.
Amritsar, Punjab, India — serving US clients remotely
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