Project-Based and Hourly
Flexible Outsourcing Engagement Model for Your CPA Firm
Adaptable engagement models offering both project-based and hourly options for CPA firms. Our dedicated accounting professionals work exclusively under your guidance, providing regular updates and delivering precise, timely results. Choose the model that best fits your staffing needs and project requirements.
Or
Choose between project-based or hourly engagement models tailored to your CPA firm’s specific needs. Our dedicated accounting professionals work exclusively on your projects under senior supervision, providing regular progress updates and delivering accurate, timely results with complete staffing flexibility and scalability to match your business requirements perfectly.
Our Rigorous Vetting Process
Every Professional is Evaluated Across These Critical Areas
Cultural Alignment
We verify compatibility with your firm’s values, work culture, and team dynamics for optimal collaboration.
Time Zone Optimization
We confirm adequate working hours overlap to ensure effective communication and seamless project management coordination.
Technical Competency Assessment
We conduct thorough evaluations of accounting skills, software expertise, and specialized knowledge through comprehensive testing protocols.
Communication Proficiency
We test English fluency, presentation skills, and ability to articulate complex accounting concepts clearly and professionally.
Professional Verification
We perform complete background screening including employment history, credential verification, and comprehensive reference checks for assurance.
Finance & Accounts
Bookkeeper
- Record daily financial transactions
- Reconcile bank and credit card statements
- Maintain and update AR and AP sub-ledgers
- Process vendor invoices and employee expense reimbursements
- Assist with month-end and year-end closing activities
- Prepare general ledger entries and financial statement reports
- Ensure proper documentation, filing, and backup for all transactions
AR/Collection Assistant
- Generate and distribute accurate customer invoices promptly
- Prepare and analyze the aging reports
- Apply customer payments and post adjustments to accounts
- Follow up on overdue invoices through calls, emails, or statements
- Collaborate with sales and customer service to resolve billing disputes
- Prepare daily cash receipts reports and deposit summaries
- Monitor credit limit and coordinate with the collection agency
AP/Payment Assistant
- Review, code, and enter vendor invoices into the payable system
- Match purchase orders, receipts, and invoices for three-way validation
- Schedule and prepare payments via checks, ACH, or wire transfers
- Reconcile vendor statements and resolve any discrepancies
- Manage vendor inquiries and maintain strong supplier relationships
- Record accounts payable sub-ledger and prepare accrual entries
- Support the month-end close activities
Payroll Specialist
- Collect, review, and validate employee timesheets and leave records
- Calculate gross wages, deductions, withholdings and net pay accurately
- Process payroll runs through payroll software
- Ensure compliance with federal, state, and local payroll regulations
- Prepare and reconcile payroll tax returns and reports (e.g., Form 941, 942)
- Administer benefits deductions, garnishments, and direct deposit setups
- Maintain confidential payroll records and address employee inquiries
Sr. Accountant
- Lead and coordinate month-end and year-end closing processes
- Manage general ledger maintenance and recurring journal entries
- Prepare financial statements, variance analyses and reconciliations
- Oversee budgeting, forecasting, and cash flow projections
- Implement and test internal controls; update accounting policies
- Support external audits and liaise with auditors
- Mentor and review the work of junior accounting staff
Financial Analyst
- Build and maintain financial models for forecasting and budgeting
- Analyze historical financial data to identify trends and variances
- Prepare monthly management reports and interactive dashboards
- Conduct cost-benefit analyses and ROI assessments for proposed projects
- Collaborate with cross-functional teams to understand drivers of performance
- Assist in capital expenditure evaluations and long-range planning
- Ensure data integrity in financial databases and the reporting tool
Controller (Part-time)
- Oversee the entire accounting function and ensure accurate financial reporting
- Develop and manage annual budgets, forecasts, and cash flow models
- Establish, document, and enforce financial policies, procedures and controls
- Prepare management and board-level financial presentations and analyses
- Coordinate external audits and tax compliance filings
- Monitor key performance indicators; highlight risks and opportunities
- Provide strategic financial guidance and scenario planning to ownership
Tax Preparer
- Gather, review, and organize client tax documentation and financial records
- Prepare individual (Form 1040) and small-business returns (Forms 1065, 1120, 1099s)
- Compute tax liabilities, deductions, and credits and apply proper tax laws
- Research recent tax law changes and apply implications to client situations
- Electronically file returns and manage communication with IRS/state agencies
- Advise clients on tax-saving strategies and compliance best practices
- Maintain thorough and audit-ready tax files and supporting documentation
Audit Associate
- Plan and execute audit engagements under senior supervision
- Perform risk assessments and evaluate clients’ internal control frameworks
- Collect, analyze, and test financial data and supporting documentation
- Conduct substantive testing of account balances and transactions
- Document findings in professional workpapers following firm methodology
- Communicate identified issues and recommend improvements to clients
- Assist in drafting audit reports, management letters, and closing binders
Get Started Today
Build Your High-Performing Team in Three Simple Steps
01
Sign-up
- Free registration with no commitment or obligation required.
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02
Interview
- Review profiles and interview pre-vetted accounting professionals directly.
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03
Set-up
- Select your ideal candidates and integrate them seamlessly.
Frequently Asked Questions
How do project-based and hourly engagement models work for CPA firms?
Project-based engagement involves fixed-scope work with predetermined deliverables and timelines, such as year-end closings, tax season support, or audit assistance. You pay a flat fee for the entire project. Hourly engagement offers flexibility for ongoing support, ad-hoc tasks, or variable workloads where you pay only for actual hours worked. Both models provide dedicated professionals who integrate with your team and follow your firm’s standards and procedures.
What level of control do I have over offshore team members?
You maintain complete operational control over your offshore team members. They work as an extension of your firm under your direct supervision and guidance. You set work priorities, deadlines, and quality standards while receiving regular progress updates through daily, weekly, or monthly reports. Our professionals adapt to your firm’s workflows, communication preferences, and client service standards, ensuring seamless integration with your existing operations.
How do you ensure data security and confidentiality when working with sensitive client information?
We implement bank-level security protocols including encrypted data transmission, secure VPN connections, and multi-factor authentication. All team members sign comprehensive confidentiality agreements and undergo background checks. Our facilities feature restricted access, monitored workstations, and compliance with industry standards like SOC 2 and ISO 27001. We also provide detailed audit trails and can accommodate specific security requirements your firm may have for client data protection.
What happens if an offshore team member doesn’t meet our expectations or needs to be replaced?
We offer performance guarantees and replacement assurance. If a team member doesn’t meet your standards, we’ll work immediately to address any issues through additional training or process adjustments. If performance concerns persist, we’ll provide a qualified replacement instantly at no additional cost. Our goal is your complete satisfaction, and we maintain backup resources to ensure continuity of service while minimizing any disruption to your operations.
What Our Clients Say
"Iconix Accounting Team has been deeply involved in our operation and has consistently helped us with high-quality and on-time deliveries. The team has been also helping us to make the right business decisions with refined data - KRIs and KPIs. etc.""
– Cassie S., Manager, Construction Company, NJ.
"Their bookkeeping support has completely changed how we operate. Clean reports, fast turnaround, and they integrate seamlessly with our CPA firm."
– James M., CPA, Texas
Ready to Simplify Your Accounting?
Whether it’s catch-up, clean-up, or a fresh start, Iconix Accounting delivers expert support through dedicated accountants who work with precision, efficiency, and your unique workflow in mind.
Experience how outsourced accounting can free up your time, reduce operational stress, and drive long-term business growth.
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