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Support for CPA firms

 
 
 

PARTNER WITH A TRUSTED ALLY — NOT A COMPETITOR
STRENGTHEN YOUR CPA FIRM WITH AN EXPERIENCED PARTNER WHO HAS YOUR BACK

For CPA firms facing capacity bottlenecks, quality challenges, or the need for specialized expertise, we provide the behind-the-scenes support you can trust. No competition. No client poaching. Just a committed professional ally ensuring your firm delivers excellence consistently.

Laptop with report dashboard

Why CPA Firms Choose us as Their Support Partner

 
 

  1. Managing Partner, Dickson Wasake who leads this service brings 20+ years of experience at PwC, Deloitte, and Baker Tilly, including serving as an Audit Partner, so we bring:
     

  2. Real-world experience managing complex audits (including a $1.3 trillion client)
     

  3. A calm, senior-level perspective when your team is stretched thin
     

  4. Technical depth across GAAP, IFRS, GAAS, financial reporting, internal controls, and risk
     

  5. Zero competitive threat — We already work with 3+ CPA firms who trust that we will not steal their clients or staff but will help them with integrity. We work for your firm, under your brand
     

  6. We are here to make you look good!

The CPA Firm Support Pillar

 
 
 

We provide confidential, and partner-level support to help your firm deliver high-quality work consistently.
 

  1. Quality Reviews & File Inspections
    Independent, objective reviews to strengthen audit quality, reduce risk, and prepare for regulatory inspections.
     

  2. Technical Accounting Support
    GAAP guidance, memos, technical positions, and complex accounting treatments.
     

  3. Engagement Oversight
    Experienced partner/manager-level oversight when you need senior hands.
     

  4. Temporary Capacity Relief
    When deadlines hit and the team is overloaded, We can provide an offshore team of staff (all CPAs) who will step in quietly and effectively. Each of these staff is extensively trained to Big 4 quality.
     

  5. Internal Controls & Advisory Support
    Support for SOC readiness, internal control design, walk-throughs, and documentation.
     

  6. Training & Staff Upskilling

    1. Training on:

    2. audit methodology

    3. documentation standards

    4. analytical review techniques

    5. coaching for first-year and senior staff
       

  7. Second-Partner Reviews
    Senior-level review on high-risk or sensitive files.

What Makes This Different?

 

We are not building a competing firm — We are strengthening yours.
 

It should be business as usual to find another CPA firm that can help you deal with the challenges, as a friend, perhaps even a mentor – not a cutthroat competitor, faithfulness is a quality we take seriously.
 

Your clients stay your clients. Your brand stays front and center.
 

We work fully in the background, giving your firm the bench strength and partner-level experience needed to grow safely, confidently, and sustainably.

How It Works

 

  1. Confidential Intro Call — discuss your needs, pressure points, and scope.

  2. Clear, Simple Engagement Terms — no long contracts, no complicated pricing.

  3. White-Labeled Delivery — all work is done under your firm’s brand.

  4. Ongoing Partnership — We become your long-term ally for quality and capacity.

Who This Is For

 

This pillar is designed for:
 

  • Small to mid-sized CPA firms

  • Firms going through rapid growth

  • Firms preparing for peer review or PCAOB/GAO inspections

  • Solo practitioners who need senior-level backup

  • Firms expanding into advisory and needing technical support

Ready to Strengthen Your Firm?

 
 

Let’s build a partnership that protects your quality, strengthens your team, and supports your growth — quietly, professionally, and with absolute integrity.
 

Schedule a Confidential Call →

What Do Our Services Typically Cost?

We understand that pricing matters — and we believe in transparency. Here is honest guidance to help you decide whether to reach out:

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​​CPA services:

CPA services vary and are typically billed from engagement to engagement as follows:

1. Acting as an EQR or Peer review preparation. Typically charged as a fixed fee agreed by engagement or by the hour for D. Wasake. Hourly rate is typically $180/hour used to determine the fixed fee scope.

2. Providing Audit support to the firm/white label service. Typically as a % of the revenue per client. Audit staff may be provided as agreed. 

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A discovery call is free. We will never pressure you, and we will tell you honestly if we are not the right fit.

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