Capacity for practices and businesses
CPA and bookkeeping practices can delegate recurring preparation while retaining the client relationship. Businesses can assign ledger maintenance and month-end schedules while management retains payment approvals and financial decisions.
Monthly books, cleanup and close
Support can cover transaction coding, bank and credit-card reconciliations, AP, AR, cleanup bookkeeping and month-end schedules. Agree the reporting period, opening balances and unresolved items before starting historical cleanup.
QuickBooks Online and your working papers
Map the chart of accounts, bank-feed workflow, source documents and reviewer checklist. Confirm platform capability and access before onboarding. Tax-preparation support follows a separate scope and the responsible professional’s instructions.
A handover your reviewer can use
Provide reconciliations, financial-report preparation and an open-items list within the agreed scope. Identify unapproved adjustments and missing records rather than silently treating them as resolved.
Coordinate US and India working hours
Agree an overlap window, query owner and reporting calendar. A limited pilot establishes how records and questions move between the US reviewer and India delivery team.
Build a repeatable offshore workflow.
Map the task list, approve access, test a limited assignment and review the handover before agreeing recurring delivery.
Controlled access and clear responsibility.
Agree named users, document exchange, confidentiality and access removal with the client’s responsible team.
Our security approach ↗Dhake & Associates provides accounting and preparation support from India. References to CPA-firm support do not represent the firm as a US CPA firm. Final review, filing, attestation and regulated professional responsibilities remain with the appropriately authorised professional where required.
Questions about United States support
Can a US CPA firm retain its client relationship?
Yes. The practice controls client communication, technical review and final delivery. Our role is defined back-office preparation under the agreed workflow.
Can you help with cleanup bookkeeping?
Cleanup can be scoped after reviewing the periods, opening balances and available records. Missing information and proposed adjustments go to the designated reviewer.
Can you work inside our QuickBooks or Xero account?
Discuss your edition, connected applications and workflow. Software capability and approved named-user access are confirmed during onboarding; product names do not imply certification.
Where is the work performed?
Our accounting outsourcing delivery is based in India. Engagement scope, working arrangements, systems and review responsibilities are agreed before work begins.