Outsourced bookkeeping and tax prep support for US CPA firms
For US CPA firms: Tax Brew, a CA-led team in New Delhi, prepares 1040, 1120, 1120-S and 1065 workpapers and keeps your clients’ books closed every month, working in your software (QuickBooks Online or Xero, and Drake, Lacerte, UltraTax CS, CCH or ProConnect). Your firm reviews, signs and files, and the client relationship stays with you. Work sent at the end of your day is back the next morning.
Sound familiar?
- The senior preparer or bookkeeper role has been open for months.
- From January to April, partners do prep at night and review on weekends.
- Bookkeeping clients’ books are behind, so returns can’t start on time.
- Cleanup and catch-up jobs sit in the queue because nobody has the hours.
- You’d like to take on more clients but can’t add another full-time hire.
Who you’ll work with
- Keshav Bansal, CA, founder. Ex-Genpact (record-to-report). QuickBooks Online Level 1 & 2 and Intuit Bookkeeping certified.
- A team of 23 in New Delhi: 3 ICAI Chartered Accountants and 20 associates.
- A CA reviews work before it comes back to you.
Two ways to add capacity
Pick one or combine them. Either way we work in your software, on your checklists, and your firm stays in charge of the client.
Busy-season return preparation
- Workpapers and return preparation for 1040, 1120, 1120-S and 1065
- Prepared in your tax software: Drake, Lacerte, UltraTax, CCH or ProConnect
- Overnight turnaround, using the time difference with India
- Your firm reviews, signs and files. We never sign or file returns ourselves.
Books ready before returns start
- Monthly bookkeeping and bank/credit-card reconciliations in QuickBooks Online or Xero
- Month-end close and monthly financials, ready for your review
- Cleanup and catch-up work for files that are months (or years) behind
- White-label: we work under your firm’s name, and your clients deal with you
Try us on real files first
Short call + mutual NDA
We agree scope, software access and how data will be handled. We sign a mutual NDA before any client data is shared.
Your first 20 hours, free
Pick one or two real files: a few prior-year returns, a QBO cleanup or a month-end close. A named CA leads the trial.
We prepare, you review
We work in your software, on your checklists and review notes. Work sent at the end of your day is back the next morning.
Debrief, then decide
We show you the hours used and the issues we found, and quote for an ongoing setup. There’s no obligation to continue.
Short on preparers for 2027? Try us free for 20 hours.
Email info@taxbrewglobal.com. A short call first, then a mutual NDA before any data is shared.
Questions, answered
How do you handle client data?
We sign a mutual NDA before any client data is shared, and we work inside your own software rather than holding copies of client files. See how we handle client data.
How do the 20 free hours work?
The free 20 hours are for accounting firms: US CPA firms and UK accounting practices. After a short call and a mutual NDA, you choose one or two real files. We work up to 20 hours on them at no cost, then show you the hours used and what an ongoing setup would cost. There’s no obligation to continue.
What does it cost?
We give a fixed quote after a short call. For monthly bookkeeping it is a fixed monthly fee based on transaction volume, the number of bank and card accounts, and the services needed; cleanup work is quoted separately before we start. For accounting firms, the first 20 hours are free, so you see the quality before you pay anything.
Do you work with accounting firms on a white-label basis?
Yes. We support CPA and accounting firms with client bookkeeping, month-end close and tax preparation support, working inside your systems and processes. Your clients deal with you.