Service 03
Accounting & Bookkeeping Support, Beyond Tax Season
Tax season ends; the books do not. TaxElixir covers the year-round accounting function your firm either absorbs internally or turns away: weekly, monthly, quarterly or annual bookkeeping, payables and receivables, reconciliations, and a structured month-end close. For firms building a CAAS practice, the same team delivers the general ledger discipline and periodic reporting that advisory work depends on.
Scope of Work
What accounting and client advisory covers
Taken directly from our service schedule. If something you need is not listed, ask. The list describes our standard scope, not its limits.
Accounting Services
- Bookkeeping (Weekly / Monthly / Quarterly / Annually)
- Accounts Payable & Accounts Receivable Management
- Budgeting and Forecasting
- Break-Even Analysis
- Cash Flow Monitoring & Management
- General Ledger Maintenance and Control
- Financial Statement Preparation & Review
- Revenue Reporting and Adjustments
CAAS: Client Accounting Advisory
- Month-End Close
- General Ledger Postings
- Structured Month-End Close
- Bank & Balance Sheet Account Reconciliations
- Fixed Asset & Inventory Assets Tracker Maintenance
- Periodic Financial Statements and Reports
All services delivered by dedicated offshore professionals integrated with your existing workflow and software.
Staff This Work
Prefer a dedicated person to a project engagement?
The same work, delivered by a named individual who becomes part of your team rather than a batch you send out.
How We Work
Five steps to steady state
Nothing moves until the scope is agreed upon in writing. Nothing scales until you have reviewed a pilot batch.
- 01
Discovery Call
We learn your workflow, your standards and whether this is a fit.
- 02
Scope & Engagement Letter
Services, volumes, turnaround and terms agreed upon before data moves.
- 03
Secure Access Setup
Access provisioned under your controls. Least privilege, always.
- 04
Ongoing Communication
Regular check-ins, status updates and a clear escalation path from day one.
- 05
Steady-State Delivery
Set cadence, named contact, tracked turnaround, self-review built in.