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UK
Australia
UAE
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Tax season shouldn’t feel like a last-minute scramble. At OBG Outsourcing Private Limited, we eliminate the stress of messy general ledgers, unlinked receipts, and broken trial balances. Our Tax-Ready Books Review Service delivers clean, fully reconciled, and audit-proof financial records—giving CPAs, EAs, and business owners complete confidence before filing.
What Does a "Tax-Ready" Book Review Include?
The OBG Guarantee: We don’t just perform basic data entry. We systematically comb through your accounting software (QuickBooks, Xero, Sage, Drake, UltraTax) to catch misclassifications, resolve discrepancies, and build hyper-organized workpapers.
| Area of Review | What We Inspect & Deliver | Benefit |
|---|---|---|
| Ledger Categorization | Reclassify misplaced personal expenses, improper vendor codes, and unmapped GL accounts. | Maximize legitimate tax write-offs while maintaining audit compliance. |
| Bank & Credit Card Reconciliation | Match every balance sheet account against physical bank, gateway, and credit card statements. | Eliminate duplicate entries, ghost transactions, and unreconciled gaps. |
| Fixed Assets & Depreciation | Calculate Section 179/Bonus depreciation, verify asset disposals, and update schedules. | Ensure asset registers tie out precisely without triggering tax red flags. |
| Form & Sub-Ledger Matching | Cross-check contractor payments (1099s), payroll summaries (W-2s), and sales tax/VAT. | Avoid penalties from tax authority data mismatching. |
| Workpaper Indexing | Hyperlink supporting receipts, trial balance mappings, and book-to-tax adjustments (Schedule M-1/M-3). | Allows CPAs to verify source documents in a few quick clicks. |
Our 5-Step Delivery Workflow
1.Secure File & Portal Setup:
Upload raw trial balances, prior-year tax returns, general ledgers, and source files into our bank-grade secure server.
2.Ledger Cleansing & Smart Mapping:
Our preparers systematically clean the chart of accounts and map raw lines directly to target tax return schedules.
3.Gap Analysis & Query Generation:
If documents or 1099s are missing, we generate a clear, organized query sheet so you can address client gaps early.
4.Multi-Tier Quality Review (Senior QC):
Every file goes through an internal audit by a senior OBG tax reviewer to eliminate error leakage before delivery.
5.Review-Ready Delivery:
Receive a fully indexed workpaper file alongside clean financial statements—ready for immediate partner review and filing.
Why Partner with OBG Outsourcing?
Slash Operational Costs by 40–60%: Reduce overhead spent on recruiting and training seasonal junior staff.
Overnight Turnaround: Leverage multi-time-zone advantages (US, Canada, UK, UAE, India) to keep reviews moving while you sleep.
Enterprise-Grade Security: Operating under strict protocols with multi-factor authentication and restricted endpoints to keep data 100% confidential.
Multi-Software Expertise: Fully proficient in QuickBooks, Xero, Sage, NetSuite, Drake, UltraTax, ProSeries, Lacerte, and more.
Software We Use
