Accounting Solutions for US CPAs
At Yo-biz Solutions, we are transforming the way US-based Accounting & Tax Firms manage resources through our innovative Build Your Own Team (BYOT) model. This approach gives firms direct access to a global pool of highly skilled professionals, enabling them to tailor online bookkeeping and accounting services to their exact needs.
Our BYOT framework delivers:
- • Greater flexibility in scaling operations
- • Streamlined workflows and reduced overhead costs
- • Guaranteed compliance with US accounting standards
- • Experienced bookkeepers with 2–20 years of expertise across industries
Accounting & Bookkeeping
• Day-to-day bookkeeping aligned to your close checklist
• Transaction recording for bank and credit card activity
• Accounts payable management (vendor bills, payments, credits, AP reconciliation)
• Accounts receivable management (invoice/receipt entry, credits, AR reconciliation, aging schedules)
• Bank & credit card reconciliations with clean tie-outs
• Balance sheet reconciliations (detailed verification of balance sheet accounts)
• Draft financial reporting (P&L, balance sheet, cash flow, and custom reports)
• Clean-up and catch-up work (COA setup, opening balance reconciliation, backlog periods, adjustment entries)
• Workpaper organization and clear audit trail for reviewer handoff
2. Corporate & Individual Tax
• 1099 preparation, validation, and end-to-end filing support
• Preparation and filing support for Quarterly Form 941, Annual Form 940, and applicable state forms
3. Sales Tax
• Sales tax calculation support based on location, product types, exemptions, and your process
• Return preparation and filing support (state portals and required schedules)
• Liability tracking and payment-ready summaries for timely remittance
• Sales tax reconciliation aligned to accounting records
• Exemption certificate organization and documentation support
• Multi-state filing trackers, calendars, and status reporting
💡 Flexible Fee Models
We provide virtual accounting and bookkeeping solutions for businesses of all sizes—helping them save both time and money. Our service packages are priced at up to 50% less than traditional accounting services, without compromising quality.
• Pay-As-You-Go (PAYG): On-demand expertise for seasonal or project needs.
• Part-Time Equivalent (PTE): Flexible partial support for scaling organizations.
• Full-Time Equivalent (FTE): Dedicated resources integrated into your team.
• Percentage-Based Outsourcing: Engagement tied to transaction volume for predictable cost control.
🔧 Build Your Own Team
Our “Build Your Own Team” model empowers firms to:
• Choose the right talent for their needs
• Scale seamlessly as operations grow
• Adapt quickly to evolving requirements
With this approach, you can assemble a dedicated team of bookkeeping and accounting experts who efficiently manage your financial tasks while providing sustained, reliable service.
🎓 Credentials & Certifications
Our professionals hold certifications highly sought-after in the USA:
• Certified Bookkeepers & Accountants
• QuickBooks Certified ProAdvisors
• Xero Certified Bookkeepers
• Commerce Graduates/Masters in Accounting
• Semi-Qualified & Qualified CAs
⚙️ Tools We Use – Technology-Driven Accounting
We leverage modern platforms to deliver efficient, accurate, and reliable solutions:
• QuickBooks
• Xero
• Sage
• NetSuite
• Zoho Books
Our tech-savvy experts combine industry knowledge with the latest software to enhance efficiency, accuracy, and compliance.
🚀 How the Work Flows
Step 1: Scope & standards alignment – confirm client mix, close timelines, review format, and tools.
Step 2: Secure access & setup – folders, naming conventions, trackers, role-based access.
Step 3: Monthly execution – bookkeeping tasks, reconciliations, close pack preparation.
Step 4: Reviewer feedback loop – quick turnaround on comments, clear change notes, version control.
Step 5: Stabilize & improve – reduce rework by tightening coding rules, templates, and documentation.
