Unmatched Integrity & Expert Support, Tailored for You
Whether you are a CPA, CFO, small Business, or mid-sized Enterprise, our services allow you to scale effortlessly, maintain compliance, and streamline financial processes with our highly qualified dedicated staff at a fraction of cost.
Learn MoreAccount & Tax partner or Just a Bookkeeper
Expert CPA & CFO Staffing: Your Strategic Partner for Growth
For CPAs, CFOs, and small businesses navigating complex financial demands, reliable support is essential to maintain efficiency and control costs. Our CPA & CFO Support Staffing service delivers tailored, scalable solutions that integrate seamlessly with your operations—transforming outsourcing into a true partnership that optimizes workflows, enhances productivity, and minimizes expenses.
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Expert Virtual Bookkeeping & Accounting: Precision Financials, Zero Overhead
For start-up to mid-sized businesses seeking accurate, timely financial insights without the burden of in-house staff, our Virtual Bookkeeping and Accounting service delivers comprehensive, hassle-free solutions—empowering you to make confident decisions and scale effortlessly.
Learn MoreFlexible, Transparent, and Cost-Effective Staffing Solutions
At TAB, we deliver top-tier staffing at prices that work for your budget. Take advantage of our limited-time initial discounts or save even more with quarterly and annual plans. No hidden fees—just exceptional value tailored to your needs.
CPA & CFO Assist
Annual plan
Accounting, Bookkeeping, and Tax Preparation
Support for CPAs and CFOs with comprehensive financial expertise.
Semi-Annual: $2,040/month
Monthly: $2,400/month
Annual saving % & Semi-Annual saving %
Managed Service
Annual plan
Your Fully Managed Team
A seamless extension of your business, managed entirely by us.
Semi-Annual: $2,290/month
Monthly: $2,700/month
Annual saving % & Semi-Annual saving %
Startup & Small Business with Business & Individual Tax preparation & filing
Annual plan
Simplified Accounting for Entrepreneurs
Affordable, all-in-one support for small teams and startups.
Startup & Small Business without Tax preparation & filing
Annual plan
Bookkeeping done right for small business.
End-to-end transaction.
Why Contact Us to Learn More?
Your trust is our top priority. We apply robust strategies to maintain confidentiality, integrity, availability, and security in everything we do. By contacting us, you'll gain deeper insights into our comprehensive data protection measures and discover how we tailor solutions to your specific needs.
Our experts are ready to answer questions, provide personalized advice, and ensure you feel confident about partnering with us. Reach out today to learn why our commitment to safeguarding your information sets us apart.
Your Trusted Partner for Precision and Efficiency in Tax and Accounting. We offer a full range of tax and accounting services tailored to your specific needs. Our team of highly qualified experts leverages cutting-edge technology to streamline your financial operations, reduce errors, and maximize your accounting and tax benefits.
With any accounting and bookkeeping service, the starting point is to determine what kinds of work the company can do for you. After all, if they aren't able to provide everything you need in one convenient package, you might as well look somewhere else. At TAB, we are able to handle many different types of clients and situations, including:
CPA Firms seeking to expand capacity, grow their client base, and increase profitability without adding overhead.
CFOs and Financial Directors who need reliable financial support, data-driven insights, and strategic accounting resources.
Small and medium businesses requiring expert accounting and financial management services.
Your cost effective Partner for CPA, CFO & Bookkeeping Services with
CPA Firm Support Services
We offer comprehensive support for CPA firms with bookkeeping, reconciliation, financial reporting, tax preparation, and practice management to help you grow your client base.
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CFO Strategic Support
Empower your financial leadership with dedicated resources for strategic planning, financial analysis, reporting, compliance management, and data-driven decision support.
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Full-Service Accounting
Comprehensive accounting solutions for businesses of all sizes, featuring bank reconciliation, financial reporting, accounts payable, and expense management.
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On-Demand Bookkeeping
For small businesses and startups seeking clean, accurate books without the extras. Stay tax-ready with monthly bookkeeping and get detailed insights for partners, lenders, and investors at a fraction of the cost of a full-time bookkeeper.
Learn MoreWhy CPAs & CFOs Choose TAB
Scale Your Practice
Expand your CPA firm's capacity without the overhead of hiring full-time staff. Take on more clients while maintaining quality service.
Strategic Financial Leadership
CFOs gain access to specialized accounting resources, allowing more time for high-level strategy and business growth initiatives.
Compliance & Risk Management
Stay ahead of regulatory requirements with our expert team handling detailed compliance work and financial risk assessments.
Our Commitment
Our integrated efforts uphold these four principles to maintain a dependable, secure environment.
Confidentiality
We protect sensitive data with encryption, restricted access, and secure authentication.
Integrity
We maintain data accuracy and trustworthiness through validation and consistent workflows.
Availability
We ensure reliable access to your information and services when you need them.
Security
We implement comprehensive protections against threats to safeguard your data integrity.
Our Team
Samuel Schick
Sales Manager
Phoebe Nelson
Advertising Manager
Adriana Scold
Financial Director
Tax and Accounting Support Services
Why Contact Us to Learn More?
CPA Services
We provide a wealth of resources to support businesses and CPAs in navigating the complexities of tax regulations, financial reporting, and bookkeeping procedures, ensuring compliance and operational efficiency.
Accounting Help
Our comprehensive services cater to small and mid-sized businesses, as well as Certified Public Accountants, offering expert guidance on tax compliance, accounting practices, and efficient bookkeeping solutions.
Taxation Help for Small Businesses
Stay compliant and maximize your financial efficiency with our expert tax and accounting guidance. Let us handle the complexities of tax, accounts, and bookkeeping while you focus on growth.
What we are good at
Core Strengths
Reliable, scalable, and cost-effective staffing solutions
On-demand support specifically for CPAs, CFOs, and small businesses
Flexible staffing available on a monthly basis with discounts for longer commitments
Team of highly skilled professionals beyond basic data entry
Comprehensive, solution-driven services
Shared-resource model for businesses that don't need full-time accounting teams
Top-tier professionals with precision and expertise
Holistic, results-oriented solutions aligned with client goals
Service Models
Complete Staffing Solution - For process-driven, repetitive tasks
Managed Service - Overseas support team with full management
Startup & Small Business Package - Comprehensive accounting and tax support
Specific Services
Full-cycle bookkeeping and account reconciliation
Tax preparation and filing support (both business and personal)
Detailed financial reporting (balance sheets, profit & loss statements, KPIs)
Virtual assistance
Customer support
Call center operations
Value Propositions
Cost savings compared to in-house hiring
Streamlined operations and increased efficiency
Reduced costs with transparent, flexible pricing
Quick onboarding (3-5 business days for standard services)
Scalable support that grows with client needs
No long-term commitment required for seasonal needs
Integration with client workflow
Quality assurance through regular reviews and dedicated account managers
Data security with encrypted systems and confidentiality agreements
Differentiators
Solution-oriented services vs. basic data entry
Expertise-driven approach rather than just labor
Comprehensive service offerings beyond traditional staffing agencies
Seamless integration with client operations
Dedicated CPA-trained staff
Full management of overseas teams (training, IT, HR, facilities, productivity)
Bookkeeping Services for CPA Firms
Trusted help for small businesses
We provide a wealth of resources to support businesses and CPAs in navigating the complexities of tax regulations, financial reporting, and bookkeeping procedures, ensuring compliance and operational efficiency.
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Great service for small business owners like me! They provide valuable resources and expert advice on tax, accounts, and bookkeeping. Highly recommend!
As a CPA, I rely on their comprehensive resources and services for my clients. They offer top-notch support for tax, accounts, and bookkeeping needs.
Their team has transformed how I manage my company's finances. The peace of mind knowing everything is handled correctly is invaluable to me as a business owner.
Their attention to detail and expert knowledge has made a significant difference in our financial reporting. I highly recommend their services to any business.
Making CPA Life Easier
Working as a CPA can bring with it great rewards, but there is little doubt that it's a challenging, demanding profession. If you are working to build your CPA practice and could use some assistance staying on track and serving as many clients as possible, take some time to learn more about what we offer.
The big advantage for a CPA working with TAB is freeing up time to do more high-level work for your clients. First and foremost, we are professionals you can trust us with the important job of managing projects on behalf of your clients. From bookkeeping and generating reports to more, the quality of the work will never be sacrificed.
With a focus on personalized service and in-depth expertise, our team is dedicated to supporting the financial success of small to mid-sized businesses and CPAs through reliable tax, accounting, and bookkeeping services.
Tax Resources for Small Business Owners
Our comprehensive services cater to small and mid-sized businesses, as well as Certified Public Accountants, offering expert guidance on tax compliance, accounting practices, and efficient bookkeeping solutions.
Trust an Industry Leader
Ready to finally get your finances under control so you can rest easy at night and enjoy the experience of being a business owner? That feeling of control is just a phone call or message away when you reach out to TAB. We can't wait to hear from you!
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