Clients & Served
Years of Experience
Hours worked
Clients retained
Our Deliverables for Accounting Firms
Over the past decade, we have proudly served over 120 accounting firms as a trusted back-office partner, alleviating time and cost pressures while enhancing client delivery. Accounting firms rely on us to manage day-to-day bookkeeping, accounting, accounts receivable/payable, tax preparation, and much more.
Today, we are the backbone for numerous accounting firms across the US and Canada, contributing to their stability and scalability. Our dynamic and adaptable team achieves this by continuously transferring knowledge, embracing new technologies, and prioritizing ongoing training and development.”
Accounting and Bookkeeping Services
With our outsourced solutions, we provide a full suite of bookkeeping, accounting, and related services to help you manage your clients with ease. Stay on top of your operations with our daily status reports.
Our experienced team is proficient in handling various accounting platforms, including QuickBooks, Xero, SAGE, NetSuite, Intacct, CaseWare, and more.
Partner with PROsource and cross these tasks off your list for good.
- Day-to-day Bookkeeping
- Accounts Receivables
- Payables Management
- Bank, credit card, vendor Reconciliations
- Balance Sheet accounts Reconciliation
- Periodic Reports
- Year end accounts and Finalization
- Payroll processing
- Back dated Bookkeeping
- Software migrations
- Inventory Management
Accounts Receivable and Payable Services
Staying on top of receivables is crucial for maintaining cash flow for your clients. We assist with various activities, including invoicing, sending payment reminders, following up with debtors, and providing periodic aging reports.
On the flip side, ensuring timely payments to suppliers prevents your clients from facing payment inefficiencies. We help keep them on track by managing supplier invoice posting, approvals, payments, aging reports, and vendor reconciliations.
- Accounts Receivables
- Customer invoicing, Collection follow ups and chasing
- Payables Management
- Purchase orders, Invoice posting, Approvals, Expense allocations
- Periodic Ageing reports
- Vendor / customer account reconciliations
- Customized customer services
- Management of related softwares like Bill.com, ReceiptBank, HubDoc
Management Accounting Services
Our Management Accounting services are designed to provide your clients with deeper insights into their business, empowering them to make informed decisions at the right time and in the right way.
Our services are highly flexible and can be tailored to meet your clients’ specific requirements and needs.
- Management Reporting
- Schedules and working papers
- MIS reports
- Business Projections
- Budget Preparation
- Variance Analysis
- Financial Analysis
- Cost Analysis
- Inter-company Reconciliations
- Consolidated financial statements
Taxation Services
Tax season can be overwhelming with multiple deadlines and various forms for both personal and business clients. Let our experienced tax professionals manage the pressure with their expertise, ensuring your clients’ tax compliance needs are met efficiently.
We offer a wide range of tax services, including personal and business year-end tax returns, sales/GST tax filings, and nonprofit and expat tax filings.
- Personal income tax returns for individuals
- Form 1040, 1040A, 1040EZ, 1040NR for US
- T1
- Companies and Corporations
- Form 1120, 1120s
- T2
- Limited Liability Companies and Partnership firms
- Form 1065
- Trust and Estates
- Form 1041
- T3
- Non-profit organizations
- Form 990
- Expat Tax Filing
- Form 2555, 5471, 5472, 8865, 8858, 3520, 8938
- Preparation and filing of periodic sales tax returns
- Sales and use tax returns
- GST returns
Audit, Review, and Compilation Services
Engage our experts for an internal audit, review, or compilation to receive an unbiased and objective examination of your financial statements, along with a comprehensive overview of your company’s financial status for stakeholders and creditors.
Our skilled team will assess your client’s needs and provide tailored services to suit their requirements.
- Internal Audits
- Reviews
- Compilation Engagement
- Notice to Reader (NTR)
Tailored Solutions
We are here to listen and tailor our services to your needs. Reach out to our team for any customized solutions or services you’d like us to provide for you or your clients.
Below are just a few of the tasks we manage for our clients—and much more.
- Data Entry
- CRM management
- Sorting & organizing paperwork
- Email management
- Organize and monitor calendar
- Staff entry time reports
- Timesheet reports for staff / contractors
- Reminders for staff / contractors
- Any tasks customized and mutually agreed
What Our Trusted Clients say
Our business is all about empowering our customers to achieve their goals. We provide solutions that are not just efficient but also tailored to their unique needs. It’s incredible to see how our tools and services help our clients scale their businesses and achieve new milestones.
In today’s fast-paced world, businesses need solutions that are not only innovative but also impactful. That’s exactly what we bring to the table. By combining technology with strategy, we create opportunities for our clients to grow and thrive.
Our business is built on the foundation of trust and value. We don’t just aim to meet expectations—we strive to exceed them. Every service we provide is crafted with the long-term success of our customers in mind.