USA
UK
Australia
UAE
Canada
At OBG Outsourcing Private Limited, we eliminate the stress, bottle-necks, and last-minute scrambles of tax seasons and audit deadlines. Our Filing-Ready Reports service turns messy ledgers, un-reconciled statements, and raw accounting data into fully tied-out, audit-proof reporting packages designed for immediate tax filing, regulatory compliance, and CPA review.
Whether you are an independent accounting/CPA firm looking to scale back-office production or a growing business aiming for total financial compliance, OBG Outsourcing acts as your reliable extended finance team.
What are "Filing-Ready Reports"?
A Filing-Ready Report is more than just a trial balance or a basic profit & loss statement. It is a comprehensive, hyperlinked, and fully reconciled financial binder where every line item on the Balance Sheet and Income Statement is verified against source documents.
When your CPA, tax strategist, or auditor opens an OBG reporting package, they don't waste time hunting for missing transactions—they simply review and file.
What’s Included in Our Filing-Ready Reporting Pack
We prepare standardized, structured packages aligned with US GAAP, IFRS, or local accounting frameworks (e.g., BAS/GST for Australia, Canada GST/HST, UK VAT).
1. Core Financial Statements
Balance Sheet: Fully tied-out with historical period comparisons.
Profit & Loss (Income Statement): Segmented by month, quarter, class, or entity.
Statement of Cash Flows: Clear tracking across operating, investing, and financing activities.
2. Reconciliation & Supporting Schedules
Bank & Credit Card Reconciliations: Tied directly to official bank statements with itemized outstanding items.
AR & AP Aging Summaries: Clean, categorized sub-ledgers with notes on collectability.
Fixed Asset Roll-Forward: Detailed depreciation schedules and asset addition/disposal logs.
Prepaids & Accruals Amortization: Clear schedules matching general ledger balances.
Intercompany Reconciliations: Flawless matching across multi-entity operations.
3. Review-Ready Workpapers & Audit Trails
Hyperlinked Source Documents: Direct links between summary figures and underlying support (invoices, receipts, tax forms).
Adjusting Journal Entries (AJEs): Documented GL clean-ups and accrual adjustments posted prior to delivery.
Clean Query Log: A unified, single-point "Open Items" list for any strategic decisions requiring your input.
Software & Tech Stack We Support
We integrate smoothly into your preferred technology ecosystem:
Accounting & ERP: QuickBooks (Desktop & Online), Xero, Sage, NetSuite, Wave, MYOB.
Tax Software: UltraTax CS, Drake, ProSeries, TurboTax.
Document & Prep Tools: Dext, Hubdoc, CaseWare, MS Excel.
Why CPAs & Businesses Partner with OBG Outsourcing
| Feature | The OBG Advantage |
|---|---|
| Zero-Friction Review | Workpapers are pre-audited through a multi-tier QA review process before delivery. |
| Up to 40%+ Cost Savings | Eliminate high seasonal overheads and the expense of hiring full-time in-house preppers. |
| Global Compliance | Deep expertise across US, Canadian, UK, Australian, and UAE tax and accounting standards. |
| Enterprise Data Security | Strict confidentiality, secure cloud transmission, NDAs, and multi-factor authentication. |
How It Works
[ Raw Accounting Data ] ? [ OBG Data Extraction & Reconciliation ] [ Multi-Tier Senior Quality Control ] [ Final Filing-Ready Pack Hand-off ]
Secure Data Handoff: We securely pull or receive your raw transactions, statements, and ledgers.
Ledger Clean-Up & Tie-Out: Our specialists reconcile all accounts, post adjustments, and build supporting schedules.
Internal Senior QA: Senior managers audit the pack against a rigid compliance checklist.
Delivery: You receive a clean, hyper-linked reporting package ready for filing or client delivery.
Ready to streamline your year-end and periodic tax filings?
Contact OBG Outsourcing Private Limited today at info@obgoutsourcing.com or visit www.obgoutsourcing.com to discuss a customized engagement plan for your firm.
Software We Use
