Precision Accounting, Elevated Trust.
Your dedicated offshore back-office team. We empower North American CPA and bookkeeping firms with secure processes, AI-driven efficiency, and unwavering reliability.
01 — Why Rise?
Built on Unshakeable Integrity.
We don’t just crunch numbers; we protect your reputation. Our infrastructure is designed for absolute security and speed.
NDA Protected
Every engagement begins with a strict Non-Disclosure Agreement. Your client data never leaves our secure environment without authorization.
Dedicated Teams
No random freelancers. You get a dedicated team of accountants who understand your firm’s specific workflows and culture.
AI-Enhanced
Utilizing our proprietary AI Service Matcher and Proposal Generator to streamline onboarding and accuracy.
24h Turnaround
Leverage the time-zone advantage. Send work at the end of your day, and receive completed files by the time you wake up.
Bank-Grade Security
We utilize encrypted file transfer protocols and secure VPNs to ensure data integrity at every touchpoint.
Quality Assurance
A multi-tier review process ensures that every ledger, statement, and report is error-free before it reaches you.
02 — Expertise
Core Services
Comprehensive Bookkeeping
Accurate and timely recording of all financial transactions to maintain organized ledgers for your clients.
Tax Preparation Support
Dedicated support for CPA firms during peak tax season, ensuring accurate and timely filing for your clients.
Advanced Financial Reporting
In-depth financial reporting and analysis to provide actionable insights and strategic guidance for your clients.
03 — Methodology
Seamless Integration.
Our onboarding process is designed to be frictionless. We become an extension of your firm, not just a vendor.
Initial Consultation & Needs Assessment
We begin with a comprehensive discussion to understand your firm's specific needs, current challenges, and desired outcomes. This helps us tailor a solution that perfectly aligns with your operational goals.
Custom Proposal & Secure Agreement
Based on our assessment, we present a detailed, transparent proposal outlining services, pricing, and our commitment to data security (NDA). Once approved, we finalize a secure service agreement.
Seamless Onboarding & Integration
Our dedicated team works closely with yours to ensure a smooth transition. We set up secure file transfer protocols, integrate with your existing software (QuickBooks, Xero, etc.), and establish clear communication channels.
Ongoing Operations & Dedicated Support
Your dedicated Rise Accounting team begins processing tasks, adhering to agreed-upon turnaround times. We provide regular updates, performance reports, and are always available for communication during your business hours.
04 — Technology
The Tools You Trust
QuickBooks Online
Xero
MicroSoft Excel
AI-Powered Efficiency
We leverage cutting-edge AI tools including our proprietary Service Matcher and Proposal Generator to ensure accuracy and speed in our client engagements.
Ready to Scale Your Firm?
Partner with Rise Accounting and unlock the capacity to grow without the overhead.