PILLAR IV
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.
Why CPA Firms Choose us as Their Support Partner
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:
Real-world experience managing complex audits (including a $1.3 trillion client)
A calm, senior-level perspective when your team is stretched thin
Technical depth across GAAP, IFRS, GAAS, financial reporting, internal controls, and risk
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
We are here to make you look good!
The CPA Firm Support Pillar
Quality Reviews & File Inspections
Independent, objective reviews to strengthen audit quality, reduce risk, and prepare for regulatory inspections.
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.
Technical Accounting Support
GAAP guidance, memos, technical positions, and complex accounting treatments.
Internal Controls & Advisory Support
Support for SOC readiness, internal control design, walk-throughs, and documentation.
Engagement Oversight
Not just a bank balance—but margins, trends, and what’s driving your results.
Second-Partner Reviews
Senior-level review on high-risk or sensitive files.
Training & Staff Upskilling
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Training on:
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audit methodology
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documentation standards
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analytical review techniques
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coaching for first-year and senior staff
What Makes This Different?
We are not building a competing firm — We are strengthening yours.
We are not building a competing firm — We are strengthening yours.
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
Confidential Intro Call
discuss your needs, pressure points, and scope.
Clear, Simple Engagement Terms
no long contracts, no complicated pricing.
White-Labeled Delivery
all work is done under your firm’s brand.
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.
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:
CPA Services
CPA services vary and are typically billed from engagement to engagement as follows:
Acting as an EQR or Peer review preparation
Monthly accounting packages are tailored to your needs. Typical engagements range from $500– $2,500/month depending on transaction volume and reporting requirements. Fractional CFO services are scoped based on the size of the engagement.
Providing Audit support to the firm/white label service
Tax preparation and tax planning fees are customized based on the complexity of your tax situation and the type of entity. We'd be happy to provide a clear, upfront quote after a brief conversation.
