For CPA firms
Your overflow tax team. Confidential, under your letterhead.
Hand off returns and bookkeeping during busy season or year-round. We prepare, you review and sign. No hiring, no training, no risk to your client relationships.
Book a Partnership CallSound familiar?
What we handle
Individual returns
1040s from simple to complex and high net worth, including multistate.
Business returns
1065, 1120, 1120-S and 1041, with K-1s and basis tracking.
Bookkeeping support
Monthly bookkeeping, bank reconciliations and year-end adjustments.
QuickBooks work
Setup, cleanup, catch-up and multi-entity files.
Workpapers
Trial balances, tie-outs and book-to-tax support.
How it works
1. Intro call
We learn your needs, your software and your volume.
2. A plan that fits
No minimum or guaranteed hours. Tell us how much help you need, and use us only when you need us.
3. Around-the-clock support
We work day and night on your returns and books, with daily status updates.
Your clients stay yours.
We work quietly behind your firm, inside your systems.
Software we work in
Using something else? We'll learn your system.
Ways to work together
Busy season
Overflow from February to October
$50/hour · introductory rate
Year-round
Ongoing bookkeeping capacity. Tax from $50/hour.
$40/hour bookkeeping
Project
Cleanups, catch-ups, extension backlogs
Quoted per project
Employee vs. Locus Point
Your back office, without the overhead.
| Hiring an employee | Locus Point | |
|---|---|---|
| Payroll taxes and benefits | ✕Payroll taxes, benefits and PTO | ✓None. We're your outsourced team |
| Pay only for the work | ✕Full salary, even in slow months | ✓Billed only for hours used |
| Recruiting and training | ✕Weeks to hire, months to train | ✓Experienced from day one |
| Turnover | ✕Work stops when someone leaves | ✓No turnover risk |
| Busy season | ✕Overtime and burnout | ✓Around-the-clock work with daily updates |
| Scale up or down | ✕Hiring and layoffs | ✓Add help in March, scale back in June |
"Great communication throughout our engagement. Work was timely and updates were provided regularly, which helped with understanding statuses and issues."
CPA firm partner
Questions firms ask
Who does the work?
An experienced team that knows your software. Every file is reviewed before it reaches you.
How do you keep client data secure?
We work in your portal or our own secure, dedicated cloud environment built for tax and accounting firms. Every system uses encrypted file sharing and multi-factor authentication, and all team members sign confidentiality agreements.
What if I need changes?
Review notes are cleared at no extra charge.
Is there a minimum?
No long-term contracts. Flexible contracting with no minimum or guaranteed hours. Tell us how much help you need, and use us when you need us.
See if we're a fit before busy season hits.
Or email Expertsupport@locuspointaccounting.com.