Unmatched Integrity & Expert Support, Tailored for You

Whether you are a CPA firm, 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 More
Bookkeeping Icon

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.

Learn More
Tax Icon

CFO Strategic Support

Empower your financial leadership with dedicated resources for strategic planning, financial analysis, reporting, compliance management, and data-driven decision support.

Learn More
Accounting Icon

Full-Service Accounting

Comprehensive accounting solutions for businesses of all sizes, featuring bank reconciliation, financial reporting, accounts payable, and expense management.

Learn More
A Range of Services

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.

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.

Learn More

Why CPAs & CFOs Choose TAB

Benefit Icon

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.

Benefit Icon

Strategic Financial Leadership

CFOs gain access to specialized accounting resources, allowing more time for high-level strategy and business growth initiatives.

Benefit Icon

Compliance & Risk Management

Stay ahead of regulatory requirements with our expert team handling detailed compliance work and financial risk assessments.

Flexible, 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

$2,100/mth

Initial Offer (Save 12.5%)

Accounting, Bookkeeping, and Tax Preparation

Support for CPAs and CFOs with comprehensive financial expertise.

Full-cycle bookkeeping and account reconciliation
Tax preparation and filing support
Detailed financial reporting
Dedicated CPA-trained staff (up to 160 hours/month)

Monthly: $2,400

3-Month: $1,850/month (Save 23%)

Annual: $1,750/month (Save 27%)

Startup & Small Business

$299/mth

Monthly plan

Simplified Accounting for Entrepreneurs

Affordable, all-in-one support for small teams and startups.

Monthly bookkeeping and compliance
Quarterly reports (balance sheets, P&L, KPIs)
Business and personal tax filing
Email support with 48-hour response

Annual: $225/month (Save 25%)

Our Commitment

Our integrated efforts uphold these four principles to maintain a dependable, secure environment.

Confidentiality Icon

Confidentiality

We protect sensitive data with encryption, restricted access, and secure authentication.

Integrity Icon

Integrity

We maintain data accuracy and trustworthiness through validation and consistent workflows.

Availability Icon

Availability

We ensure reliable access to your information and services when you need them.

Security Icon

Security

We implement comprehensive protections against threats to safeguard your data integrity.

Team Commitment

Our Team

Samuel Schick

Samuel Schick

Sales Manager

Phoebe Nelson

Phoebe Nelson

Advertising Manager

Adriana Scold

Adriana Scold

Financial Director

Check Icon Tax and Accounting Support Services

Why Contact Us to Learn More?

Check Circle

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.

Check Circle

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.

Check Circle

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.

Contact Us
Nat Reynolds

Nat Reynolds

Accountant-auditor

Great service for small business owners like me! They provide valuable resources and expert advice on tax, accounts, and bookkeeping. Highly recommend!

Mattie Smith

Mattie Smith

Chief Accountant

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.

James Wilson

James Wilson

Small Business Owner

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.

Sarah Johnson

Sarah Johnson

Financial Analyst

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.

CPA Partnership
Small Business Accounting

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!

Contact Us