White-label bookkeeping, tax preparation support, fractional CFO, internal audit, SOX/ISO readiness, company incorporation and loan-application support for CPA firms, EAs and businesses across the United States and Canada. You keep the client relationship and the sign-off — we carry the workload behind it.
Drag the sliders to match your firm. Every figure is editable because your real numbers matter more than our assumptions — this is an illustration, not a quote.
Onshore figure should include salary, payroll taxes, benefits, software seats, workspace and recruitment cost — the fully loaded number, not just base pay.
Illustrative only. Actual pricing depends on volume, complexity and engagement model — ask for a fixed quote before you budget on these numbers.
Get a real quote →Delegate Books exists to take the compilation-heavy, deadline-crushing work off the desks of North American accounting professionals. We prepare — you review, sign and file. That division of labour lets your firm take on more clients through tax season without adding onshore headcount you'll be paying for in July.
Every file is prepared to a documented checklist, cross-referenced to source documents, and delivered with tie-outs and an open-item list, so your review takes minutes rather than hours. Nothing is guessed at silently: judgement calls come back flagged for you to decide.
Start small. A paid pilot of a handful of returns costs you very little and tells you everything about whether we're worth scaling with.
Ten service lines, one accountable contact. All tax work is preparation support — your licensed CPA or EA (US) or CPA (Canada) reviews, signs and files — and all audit and compliance work is delivered as management-side or internal-audit support, never as external audit or attest services.
Individual returns with Schedules A, B, C, D and E, multi-state filings, K-1 pass-through entries and prior-year comparison workpapers.
C-corp and S-corp returns with book-to-tax (M-1/M-2) reconciliations, depreciation schedules and shareholder basis workpapers.
Partnership returns with capital-account rollforwards, partner K-1 preparation and special-allocation workings ready for sign-off.
Year-end 1099-NEC/MISC compilation from your ledgers, W-9 tracking sheets and e-file-ready summaries ahead of January deadlines.
Multi-state sales-tax computations, nexus tracking sheets and filing-calendar management support across your client base.
Extension computations, quarterly estimated-tax workings and safe-harbour calculations prepared ahead of each deadline.
Employment, self-employment (T2125), rental (T776) and investment income, with reviewer notes on every judgement call.
GIFI mapping from trial balance, Schedule 1 book-to-tax adjustments, CCA schedules and small-business-deduction workings.
Periodic workings reconciled to books, input-tax-credit reviews and filing-ready summaries across provinces.
Year-end slip preparation from payroll and investment records, with summary reconciliations for your review.
Compilation-engagement support: adjusted trial balance, lead sheets and note-ready financial statements.
Source-deduction calculations and remittance reconciliations prepared to your firm's templates.
Categorization, bank and credit-card reconciliations and month-end close in QuickBooks Online or Xero on a fixed monthly calendar.
Months or years behind? We rebuild ledgers from bank feeds and statements and hand back a clean, closable set of books.
Invoice entry, bill processing, aging reports and payment-run preparation that keep the cash cycle visible.
Monthly P&L, balance sheet and cash-flow packages with variance notes — carrying your firm's branding.
Hubdoc, Dext, Bill.com, Gusto, Stripe and Shopify feeds set up, reconciled and maintained inside your client's stack.
Every close follows a written checklist with sign-off points, so quality never depends on memory.
Payroll runs, remittance calculations and register reconciliations in Gusto, ADP, QBO Payroll and similar platforms.
Complete binders: lead sheets, reconciliations, accruals, fixed-asset rollforwards and supporting schedules, cross-referenced for fast review.
Client organizer follow-ups, document tracking and missing-information lists, so your admin team isn't buried in February.
Asset register build and maintenance, additions and disposals tracking, depreciation runs and reconciliation to the general ledger.
Accrual and prepaid schedules, deferred-revenue workings, intercompany reconciliations and a documented close checklist.
Getting books ready for an external auditor: reconciliations tied out, supporting documents indexed, PBC lists answered.
Senior finance leadership on a part-time retainer — monthly reporting cadence, board-pack preparation and the strategic questions a bookkeeper isn't there to answer.
Annual budgets, rolling 12-month forecasts, department-level plans and variance analysis with written commentary each month.
Short-horizon cash forecasting for businesses managing tight runway, with weekly refresh and scenario toggles for collections and payment timing.
Management dashboards built on your actual data — unit economics, margin by product or service line, and the three metrics that actually drive the business.
Product, service and job-level costing, contribution-margin studies, break-even modelling and pricing scenario analysis.
Covenant tracking, lender reporting packs, data-room preparation and the clean historicals investors ask for before they ask anything else.
Three-statement models, scenario and sensitivity analysis, and fundraising models built to survive an investor pulling on the assumptions.
Buy-side and sell-side support: quality-of-earnings analysis inputs, working-capital normalisation and data-room preparation.
DCF, comparable-company and precedent-transaction analysis prepared as supporting workpapers for your valuation professional.
Chart-of-accounts design, ERP and accounting-software migration support, and workflow automation across your app stack.
Finance process mapping, SOP writing and segregation-of-duties design so the back office doesn't live in one person's head.
Runway analysis, hiring-plan modelling, burn tracking and board-reporting support for founder-led businesses.
Control narratives and process flowcharts, risk-and-control matrices (RCMs), test-of-design and test-of-effectiveness workpapers, and deficiency evaluation — delivered as management-side or internal-audit support.
Risk-based annual audit plans, field-work execution, findings reports with root-cause analysis, and follow-up tracking of remediation.
Gap analysis, documentation and internal audits against ISO 9001, ISO 27001 and ISO 14001 to get you certification-ready. Certification itself is issued by an accredited certification body, not by us.
Trust-services-criteria gap assessment, control design, evidence collection and pre-audit walkthroughs ahead of your service auditor's engagement.
Design and testing of entity-level and process-level controls, segregation-of-duties reviews and control-environment assessments.
Risk register development, risk-scoring frameworks, ICFR documentation and management-representation support for reporting cycles.
LLC and C-corp formation in Delaware, Wyoming, Texas, Florida or your chosen state — name search, articles of organisation or incorporation, operating agreement and bylaws drafting support, and registered-agent coordination.
Federal (CBCA) or provincial incorporation in Ontario, BC, Alberta and elsewhere — NUANS name search, articles of incorporation, minute-book setup, and extra-provincial registrations where you operate across provinces.
Employer Identification Number applications (Form SS-4) including for non-US founders without an SSN, plus state tax and sales-tax registrations, payroll account setup and CRA business-number registration in Canada.
Individual Taxpayer Identification Number applications prepared end to end — Form W-7, supporting tax return, documentation checklist and rejection-response handling for foreign founders, spouses, dependants and non-resident investors.
Beneficial-ownership reporting support for foreign-formed companies registered to do business in a US state, which remain in scope under FinCEN's current rule. US-formed entities are presently exempt — we'll tell you which side of that line you sit on.
Annual reports and franchise-tax filings, corporate annual returns in Canada, registered-office and director changes, minute-book upkeep, dissolution filings, and calendar tracking so nothing lapses.
Full application packages for Business Development Bank of Canada financing — business plan, historical financials, projections, use-of-funds schedule and the supporting schedules their adjudicators ask for.
SBA 7(a) and 504 application support: financial statement preparation, debt-schedule compilation, projection models and the document checklist lenders work through before underwriting.
Term loan, line-of-credit and equipment-financing application packages for commercial banks and credit unions — assembled so an underwriter can approve without a second document request.
Three-statement forecasts built for lender scrutiny: debt-service coverage, sensitivity cases, break-even analysis and assumption documentation that survives a credit committee.
Managing the back-and-forth: responding to underwriter queries, preparing additional schedules on request, and tracking the file through to decision so it doesn't stall in someone's inbox.
Once funded: covenant calculation and monitoring, periodic lender reporting packs, borrowing-base certificates and early warning when a ratio is drifting toward breach.
Per-return pricing for the March–April crunch. Send the backlog at end of day; get review-ready files back by morning.
A named person working your overlap hours, your workflows and your templates — a seat on your team at offshore cost.
Your letterhead, your templates, your client relationship. NDAs and non-solicitation agreements signed as standard.
Workpaper preparation, confirmations, lead schedules and documentation support for your assurance team — under your firm's supervision and review.
Stand up an offshore capability under our roof, run it with your processes, and transfer it to your own entity once volume justifies it.
Workflow tracking, client onboarding admin, e-signature chasing and deadline monitoring so your team stays on billable work.
All engagements are preparation, filing and support services. Final review, signature and filing of tax returns rest with licensed professionals in the client's jurisdiction. Incorporation work is administrative and filing support — we are not a law firm and do not provide legal advice on entity structure. Financing support is application preparation and liaison only: we do not broker, arrange or guarantee credit, receive no commission from any lender, and are not affiliated with or endorsed by BDC, the SBA or any financial institution.
Breadth like this doesn't come from one desk, and we don't pretend otherwise. Delegate Books is led and reviewed by its founder, and delivery is supported by a vetted bench of specialists — tax preparers, controllers, IT-audit and ISO practitioners — assembled per engagement.
What that means for you in practice: you brief one person, one person is accountable for quality, and you never manage a roster. Every specialist works under back-to-back NDA and non-solicitation terms identical to the ones we sign with you, and no engagement is staffed with anyone we haven't worked with before.
If your own client agreements require disclosure of subcontracted work, tell us at scoping and we'll paper it accordingly.
If something you need isn't listed here, ask anyway. Most requests sit close enough to this list that we can scope them properly, and we'll tell you plainly when something falls outside what we should be doing.
ISO certificates are issued only by accredited certification bodies; our role is implementation, documentation, gap analysis and internal audit to prepare you for that assessment. SOX and internal-audit work is delivered as management-side or internal-audit support and never as external audit or attest services.
Deliberately simple onboarding, designed so a busy firm can test us with almost no disruption and scale only once the quality has proven itself.
A 30-minute call to map your workflow and software. NDA and data-handling protocol signed before a single file moves.
Start with 2–5 returns or one set of books at a fixed price. You grade the output before committing to anything larger.
Assign at your end of day; receive review-ready files with tie-outs and open items by your next morning.
Move to per-return volume or a dedicated preparer. Revisions handled same-day; you review, sign and file.
No hourly surprises and no long lock-ins. Pick the model that fits your season, and switch between them as your volume changes.
Rates are quoted per engagement after a short scoping call — volume, complexity and software all affect price. You always see the full fee in writing before work begins.
Data security is the first objection every firm raises, and rightly so. Here's exactly how we handle it, in plain terms you can put in front of your own compliance reviewer.
Volume, seasonality and margin pressure look different in each of these — the workflows we run are shaped accordingly.
Straight answers on security, quality, compliance and cost.
We prepare the full Form W-7 package — application, attached tax return, documentation checklist and responses to any IRS rejection notice. Certifying identity documents so you don't have to mail your original passport is a separate authority: only an IRS-approved Certifying Acceptance Agent, an IRS Taxpayer Assistance Center, or the issuing agency can do that. We'll tell you upfront which route applies to your situation and coordinate with a CAA where one is needed.
We prepare and liaise — we don't broker. That means we build the application package, the projections and the supporting schedules, then manage underwriter queries through to a decision. We don't source lenders on commission, we're not affiliated with BDC, the SBA or any bank, and we can't guarantee an approval. Commercial loan brokering is a licensed activity in several US states and Canadian provinces, and we deliberately stay on the preparation side of that line.
No — and any firm claiming otherwise should worry you. Engagements are led and quality-reviewed by the founder, with delivery supported by a vetted bench of specialists assembled per engagement. You brief one accountable contact; we handle staffing. Every contributor signs back-to-back NDA and non-solicitation terms matching the ones we sign with you, and we'll paper subcontracting disclosure into the engagement letter if your own client agreements require it.
No, and it's important to be clear about that. ISO certificates are issued only by accredited certification bodies — our role is gap analysis, documentation, implementation and internal audits that get you ready for that assessment. Similarly, SOX and internal-audit work is delivered as management-side or internal-audit support; management asserts, and your external auditor opines. We build the evidence and workpapers behind those positions, not the opinions themselves.
You do. Delegate Books is a preparation-support back office: we prepare workpapers and draft returns; your licensed CPA or EA (US) or CPA (Canada) reviews, signs and files. We never sign, file, provide attest services, or represent taxpayers before the IRS or CRA.
That depends on your professional obligations, not ours. In the US, disclosure and client-consent requirements around outsourcing sit within AICPA standards and IRC §7216 rules on taxpayer information; Canadian firms have CPA provincial requirements. Check with your regulator or professional-liability carrier before your first engagement — most firms find compliance straightforward, but it's your call to make from an informed position, and we'll sign whatever consent language you need.
Wherever possible we work inside your own environment through secure remote access you grant and can revoke — so client data never leaves your systems. Where files must move, transfer is encrypted, retention ends with the engagement, and everything runs under a signed NDA and written data-handling protocol.
Delegate Books is led by Nishant Raj — a qualified Company Secretary (CS) and Cost & Management Accountant (CMA), holding M.Com and B.Com degrees, with over five years of hands-on experience in accounting, tax and compliance. He personally reviews every deliverable before it reaches you.
Three models: a fixed-fee pilot, per-return pricing for overflow, or a monthly rate for a dedicated preparer. Every engagement is quoted in writing after a short scoping call. No hourly billing surprises.
The time-zone gap means work assigned at your end of day is typically back by your next morning. Standard returns run 12–48 hours depending on complexity, with turnaround committed per engagement and held through the season.
A fixed-price pilot is the cheapest way to find out whether offshore support actually works for your firm. No retainer, no lock-in, no pressure to scale.
Request a pilot proposal →Tell us your software stack, your volume and what's crushing your team this season — we'll reply within one business day with a scoped pilot proposal.