USA
UK
Australia
UAE
Canada
Handing over disorganized books to a CPA leads to costly review cycles, tax filing delays, and unnecessary billable hours. At OBG Outsourcing Private Limited, we deliver audit-ready, 100% compliant financial statements—so CPAs, tax preparers, and external auditors can file tax returns seamlessly, without back-and-forth queries.
Why "CPA-Ready" Financials Matter
A CPA’s time is high-value—they shouldn't be spending it fixing uncategorized expenses or un-reconciled bank entries. Our CPA-Ready service bridges the gap between daily bookkeeping and year-end tax preparation.
Eliminate Tax Season Delays: Get clean, fully reconciled ledger packages on schedule.
Reduce CPA Review Fees: Hand over books that require zero clean-up work from your tax preparer.
Ensure Full Compliance: Every account is backed by source documentation and tied to supporting schedules.
Multi-Tier Quality Control: Every file undergoes a rigorous senior accounting manager review prior to delivery.
What Included in Our CPA-Ready Package
| Service Deliverable | What We Do | Value to Your CPA |
|---|---|---|
| Comprehensive Reconciliations | Reconcile all bank, credit card, loan, and merchant accounts (Stripe, PayPal, Shopify). | Eliminates phantom balances and missing cash transactions. |
| General Ledger Scrubbing | Review every chart of accounts for proper tax categorization, detecting misclassifications. | Guarantees clean tax deductions and accurate income reporting. |
| Schedule Prep & Tie-Outs | Build workpapers for Fixed Assets/Depreciation, Prepaid Expenses, Accruals, and Deferred Revenue. | Gives CPAs pre-calculated tax adjustments ready for entry. |
| AR & AP Aging Audits | Clear out dead accounts, bad debt write-offs, and duplicate vendor/client entries. | Ensures balance sheet accuracy and correct valuation. |
| Intercompany & Entity Alignment | Balance intercompany transactions across multi-entity setups. | Prevents double-counting and eliminates tax-filing errors. |
| Year-End Financial Package | Deliver clean Profit & Loss Statements, Balance Sheets, and Cash Flow Statements. | A complete, presentation-ready packet ready for filing. |
The OBG Process: From Raw Data to Tax-Ready
Step 1: Onboarding & Access
Securely connect your accounting platform (QuickBooks, Xero, Sage, NetSuite, etc.) and upload bank/credit statements.
Step 2: Ledger Audit & Reconciliations
Our team cross-checks all source documents against ledger entries, resolving discrepancies and flagging missing items.
Step 3: Multi-Tier Review
A Senior Accounting Manager executes a comprehensive Quality Assurance check to ensure standards compliance.
Step 4: Final Hand-Off
Receive an audit-proof financial package complete with supporting schedules, ready to hand straight to your CPA.
Software & Systems Expertise
Our certified specialists work seamlessly within your existing tech stack:
Accounting Platforms: QuickBooks Online & Desktop, Xero, Sage, NetSuite, Zoho Books, Tally.
Tax Software (for CPA Firm Partners): UltraTax, Drake, ProSeries, TurboTax.
Why Choose OBG Outsourcing Private Limited?
Up to 60% Cost Savings: Get top-tier accounting talent without the in-house overhead.
Global Compliance: Experienced with US GAAP, IFRS, and local tax structures across the US, Canada, Australia, UAE, and UK.
Data Security & Privacy: Bank-grade encryption and secure remote servers keep your financial data protected.
Scalable Support: Whether you need a one-time historical clean-up or ongoing monthly CPA-ready closes, we scale with your growth.
Ready for Hassle-Free Tax Preparation?
Stop wasting time and money on year-end financial panics. Let OBG Outsourcing Private Limited handle the heavy lifting.
Software We Use
