Utilizing process automation, artificial intelligence, and scalable services to deliver success for CPA’s and accountants

Technology and scalability is not just for the Big Four anymore!

*CPA Innovations does not provide audit and attestations services

25+ Years of tech-enabled service experience

Significant margin
improvement

Process
Automation

Experienced and
certified accountants

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25+ Years of entrepreneurial success

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40% Increase in gross margin

process automation

Process Automation

certified accountants

Experienced and certified accountants

As an agile, adaptable company, we can seamlessly fit into your business processes as an integral part of your team.

Services to Support CPA Firms – At a glance

We support CPA firms in the following (but not limited to) areas.

Transaction Accounting

All daily transaction accounting will be performed within 24 hours with no backlogs.

Dashboards and Reporting

Timely and insightful reporting can add significant value to any business.

Accounts Payable

The team will receive, process and obtain approvals for all vendor payments.

Accounts Receivable

The team will reconcile all receipts, including credit card payments, ACH, wire payments, etc.

Payroll Accounting

The team will process payroll reports and update the accounting systems accordingly.

Sales Tax filing

The team will monitor, reconcile and file sales taxes in each state.

Budgeting, Forecasting, KPIs and Reporting

The team will coordinate with the C-Suite to assemble budgets and forecasts and provide reports as required for each client.

Tax preparation

The team will liaise with tax accountants, auditors and state agencies as necessary to support the CPA for completing tax returns.

Human Resources

The team is well versed in Payroll and associated systems from leading payroll firms. We can manage the process and ensure accuracy with government compliance.

Automating audit and accounting tasks

for increased productivity and profitability

Many audit, tax, and accounting processes are repeatable and predictable. Our automation and machine learning technology can automate these tasks to help you maximize margins, keep your staff motivated, and improve efficiencies.

Robotic Process Automation (RPA) is a technology that simulates a person at a computer. These bots work 24 hours a day producing high-quality accurate results. Machine Learning (ML) technology continuously trains the “bots” to approach perfect quality over time.

CPA Innovations combines expertise with technology, by offering an excellent back-office in India and mastery of automation technology (RPA). Partnering with us will help your company scale and grow.

Scalability and quality

staff for accounting firms

Apart from the United States, India has the largest number of certified Chartered Accountants (CAs) in the world. Indian CAs are English-speaking educated professionals with a strong work ethic and extensive experience.

CPA Innovations ensures that the staff possesses critical thinking skills and technical proficiency at less than half the cost of a typical accounting staffer in the US.

outsourcing cpa work
outsourcing cpa work

We augment your accounting firm with teams led by Chartered Accountants and staffed by controllers and bookkeepers with advanced degrees in finance and business.

Talk to a CPA Innovations Consultant.

Let’s talk

We’re here to help and answer your questions. Whether it is about compliance, bookkeeping, staffing, reporting or back-office operations, we are happy to quickly provide all the information you need.


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