Industries

The Offshore Team

Your CPA Firm

Has Been Waiting For

We embed trained accounting professionals into your firm’s workflow — handling the production work so your partners and senior staff can focus on growth, advisory, and client relationships.

CPA Clients Served
2 K+
To Onboard
3 Days
Countries
2
On-Time Delivery
80 %
303

Active Projects

NDA from Day One

ISO 27001-aligned security

5-Day Onboarding

Full team briefing and system access within 5 business days

CPA-Trained Staff

Professionals trained in public accounting workflows and software

6 Jurisdictions

Canada, USA, UK, UAE, Australia & New Zealand

No Lock-in Contracts

Scale up or down with 30 days notice — no penalties

Services for CPA Firms

Everything Your Firm Needs —
Under One Roof

Click each service to explore deliverables, tools, typical turnaround times, and starting prices.

Outsourced Bookkeeping for CPA Firm Clients

We take full ownership of your clients' monthly bookkeeping — delivering accurate, reconciled, and review-ready books so your CPAs can focus on higher-value advisory work rather than data entry and reconciliation.

Our bookkeepers work inside your preferred software, follow your chart of accounts, and deliver to your review standards. You get clean books — we handle the volume.

What's Delivered Each Month

QuickBooks
Xero
Sage
Wave
FreshBooks

Starting From

CAD 499
/month

What's Delivered Each Month

01

Review-ready every time. Books are delivered structured to your review process — not just technically correct, but workflow-correct.

02

Your software, your standards We work inside your existing systems with no disruption to your current tech stack or processes.

03

Scalable across all clients. Add clients to the engagement without adding headcount — from 1 client file to 100.

04

Significant cost savings. Our clients consistently report 35–50% lower cost per client file compared to in-house bookkeeping.

Priority turnaround SLA
36 hr
Transactions per month
100
Avg. cost saving vs in-house
2 %
To first deliverable
2 Days

Tax Return Preparation for CPA Firm Clients

From individual T1s and 1040s to complex corporate T2s and 1120s — our CRA and IRS-trained preparers handle the full production process, delivering completed returns ready for your review and signature.

We offer year-round support as well as dedicated tax season overflow capacity — activated within days, without a long-term commitment.

Returns We Prepare

TaxCycle
ProFile
DT Max
UltraTax
CaseWare

Starting From

CAD 35 /month

What Makes Our Tax Support Different

01

Season overflow without the pain Scale up your preparation capacity for Feb–April in as little as 2–3 days. No hiring, no training, no long-term commitment.

02

Your software, your files. We work inside TaxCycle, ProFile, DT Max, or UltraTax — so returns slot directly into your existing review queue.

03

Volume discounts built in. The more returns you send us, the lower your per-return cost. Discounts start at 20 returns per month.

04

Jurisdiction-trained preparers. Our tax team is trained specifically in CRA, IRS, HMRC, ATO, and UAE FTA requirements — not generalists.

Starting per T1 return
$ 20
Typical turnaround time
3- 5 d
Volume discount at 20+ returns
10 %
Season overflow activation
0 Days

Audit & Assurance Support for CPA Firms

Our audit-trained professionals integrate into your assurance engagements — handling the production-intensive tasks that consume senior staff time without adding strategic value.

Audit Services We Deliver

TaxCycle
ProFile
DT Max
UltraTax
CaseWare

Starting From

CAD 35 /month

What Makes Our Tax Support Different

01

Season overflow without the pain Scale up your preparation capacity for Feb–April in as little as 2–3 days. No hiring, no training, no long-term commitment.

02

Your software, your files. We work inside TaxCycle, ProFile, DT Max, or UltraTax — so returns slot directly into your existing review queue.

03

Volume discounts built in. The more returns you send us, the lower your per-return cost. Discounts start at 20 returns per month.

04

Jurisdiction-trained preparers. Our tax team is trained specifically in CRA, IRS, HMRC, ATO, and UAE FTA requirements — not generalists.

Starting per T1 return
$ 20
Typical turnaround time
3- 5 d
Volume discount at 20+ returns
10 %
Season overflow activation
0 Days

Financial Planning & Analysis for CPA Firm Clients

Our audit-trained professionals integrate into your assurance engagements — handling the production-intensive tasks that consume senior staff time without adding strategic value.

Audit Services We Deliver

TaxCycle
ProFile
DT Max
UltraTax
CaseWare

Starting From

CAD 699/month

What Makes Our Tax Support Different

01

Season overflow without the pain Scale up your preparation capacity for Feb–April in as little as 2–3 days. No hiring, no training, no long-term commitment.

02

Your software, your files. We work inside TaxCycle, ProFile, DT Max, or UltraTax — so returns slot directly into your existing review queue.

03

Volume discounts built in. The more returns you send us, the lower your per-return cost. Discounts start at 20 returns per month.

04

Jurisdiction-trained preparers. Our tax team is trained specifically in CRA, IRS, HMRC, ATO, and UAE FTA requirements — not generalists.

Starting per T1 return
$ 20
Typical turnaround time
3- 5 d
Volume discount at 20+ returns
10 %
Season overflow activation
0 Days

Payroll Processing Support for CPA Firm Clients

Our audit-trained professionals integrate into your assurance engagements — handling the production-intensive tasks that consume senior staff time without adding strategic value.

Audit Services We Deliver

TaxCycle
ProFile
DT Max
UltraTax
CaseWare

Starting From

CAD 699/month

What Makes Our Tax Support Different

01

Season overflow without the pain Scale up your preparation capacity for Feb–April in as little as 2–3 days. No hiring, no training, no long-term commitment.

02

Your software, your files. We work inside TaxCycle, ProFile, DT Max, or UltraTax — so returns slot directly into your existing review queue.

03

Volume discounts built in. The more returns you send us, the lower your per-return cost. Discounts start at 20 returns per month.

04

Jurisdiction-trained preparers. Our tax team is trained specifically in CRA, IRS, HMRC, ATO, and UAE FTA requirements — not generalists.

Starting per T1 return
$ 20
Typical turnaround time
3- 5 d
Volume discount at 20+ returns
10 %
Season overflow activation
0 Days

Special Projects & Accounting Consulting

Our audit-trained professionals integrate into your assurance engagements — handling the production-intensive tasks that consume senior staff time without adding strategic value.

Audit Services We Deliver

TaxCycle
ProFile
DT Max
UltraTax
CaseWare

Starting From

CAD 699/month

What Makes Our Tax Support Different

01

Season overflow without the pain Scale up your preparation capacity for Feb–April in as little as 2–3 days. No hiring, no training, no long-term commitment.

02

Your software, your files. We work inside TaxCycle, ProFile, DT Max, or UltraTax — so returns slot directly into your existing review queue.

03

Volume discounts built in. The more returns you send us, the lower your per-return cost. Discounts start at 20 returns per month.

04

Jurisdiction-trained preparers. Our tax team is trained specifically in CRA, IRS, HMRC, ATO, and UAE FTA requirements — not generalists.

Starting per T1 return
$ 20
Typical turnaround time
3- 5 d
Volume discount at 20+ returns
10 %
Season overflow activation
0 Days
Why Offshore vs In-House

How FintraSure Compares

A direct comparison of offshore accounting support vs. building in-house capacity — across the metrics that matter most to CPA firms.

Engagement Models

Work With Us
Your Way

Six flexible models designed around how CPA firms actually operate. Mix, match, or upgrade — no penalties.

Full-Time Dedicated

One offshore professional works exclusively for your firm. 8 hrs/day, 5 days/week — fully integrated into your team.

From CAD 2,499/month

Ideal for: mid-size firms, year-round volume

Part-Time Dedicated

Half-day or specified weekly hours. Grow into full-time as your client base expands.

From CAD 1,299/month

Ideal for: small practices, growing firms

Tax Season Overflow

Activated for your filing season window. On in February, off in May — month-to-month, no lock-in.

From CAD 149/mo + per-return

Ideal for: firms overwhelmed Feb–April

Monthly Retainer

Fixed monthly deliverables at a flat fee. Predictable cost, consistent output, zero surprises.

From CAD 499/month

From CAD 499/month

Project-Based

Scoped, fixed-price one-time projects. Written SOW, agreed timeline, fixed fee — no surprises.

From CAD 299/project

Ideal for: clean-ups, migrations, models

Enterprise Bundle

Multiple dedicated specialists across bookkeeping, tax, audit, and FP&A — one engagement, one manager.

Custom pricing

Ideal for: large or multi-location firms

Our Commitment to CPA Firms

More Than an Outsourcer —
A True Delivery Partner

FintraSure was founded by accountants who understand the pressures of public practice. We don't just provide labour — we provide a system, a process, and a commitment to quality that lets your firm grow with confidence.

Every engagement includes a dedicated account manager, clear communication protocols, and a quality review process before any deliverable reaches your team.

Precision

Every deliverable reviewed before handoff. We are obsessively accurate.

Partnership

We think long-term. Your firm's growth is our success metric.

Performance

On-time, every time. 99% delivery rate across 5,000+ engagements.

Confidentiality

NDA from day one. ISO 27001-aligned. Zero data breaches since founding.

“Real estate has so many moving pieces – commission splits, escrow, 1099s. These guys handle it all perfectly. Their systems actually work for how we operate.”

Jeel

Supercentre

“As a company providing fully managed IT and software services, we have a lot to juggle. Their monthly reports show us exactly where to focus our growth efforts.”

Harrison

adcb pROFESSIONAL CORPORATION

“Their Big 4 background really shows. They understand fitness industry cash flow and membership revenue perfectly. Set up our books properly and now I actually understand my financials. Game changer for my gym.”

Robert Spark

UFC GYM Fitness

FAQ

Questions from CPA Firms

Common questions we receive from accounting firm partners and managers before starting with FintraSure.

Still have questions?

Book a free 30-minute call with our team. We'll answer everything and put together a custom proposal for your firm.

How quickly can FintraSure onboard my CPA firm?

Standard onboarding takes 5–7 business days from the date of a signed agreement. We assign a dedicated account manager, set up secure access to your systems, complete an NDA, and brief the offshore team on your workflow. For urgent tax season overflow, we can onboard in as little as 2–3 business days with advance notice.

What accounting software platforms do you support?

We work with all major accounting and tax software including QuickBooks Online/Desktop, Xero, Sage, Wave, FreshBooks, TaxCycle, ProFile, DT Max, UltraTax, CaseWare, IDEA, Ceridian, ADP, Wagepoint, DataSnipper, and Wolters Kluwer CCH. If your firm uses a platform not listed, please ask — our team is adaptable.

How is client data security and confidentiality handled?

Data security is our highest priority. All engagements include a mutual NDA before any work begins. We apply role-based access controls, multi-factor authentication (MFA), and ISO 27001-aligned security protocols. Our staff work in a secure environment with no ability to download or transfer client data outside of agreed systems.

What engagement models and pricing structures do you offer?

We offer six flexible engagement models: Full-Time Dedicated Staff, Part-Time Dedicated, Tax Season Overflow, Monthly Retainer, Project-Based, and Enterprise Bundles. Pricing varies by location and service — all plans are transparent with no hidden fees. Volume discounts are available for multi-service or high-volume engagements. Visit our Pricing page for detailed rates by country.

Which countries and tax jurisdictions does FintraSure cover?

We currently serve CPA firms and accounting practices in Canada, the United States, the United Kingdom, the UAE (Dubai), Australia, New Zealand, and Singapore. Each location has dedicated teams trained in local tax law, regulatory frameworks, and filing requirements — from CRA and IRS to HMRC, ATO, and UAE FTA compliance.

Ready to Transform How Your CPA Firm Delivers Work?

Join over 5,000 CPA firms across 6 countries who have scaled their delivery capacity, reduced their costs, and freed their senior staff from production work — with FintraSure.

Book a Free 30-Minute Consultation

Tell us about your firm and we'll put together a custom proposal — usually within 24 hours.