KPO Services

Financial Reporting & MIS

Clarity You Can Count on Without the Operational Burden

For firms managing multiple client accounts or complex internal structures, financial reporting can become a repetitive, resource-draining process. yourCFO steps in as your backend support handling time consuming reconciliations, preparing immaculate documentation, and delivering cost-efficient, audit-ready financial reports that meet global standards.

We take over the routine and often mundane aspects of monthly reporting ensuring timely, structured, and accurate outputs that integrate seamlessly with your existing workflows. From transactional clean-up to customized MIS reports, our work empowers you to deliver insights without worrying about the underlying process.

Whether you’re preparing for board reviews, audits, or strategic planning sessions, we provide the reporting precision you need on time, every time.

What We Deliver:

Monthly & Quarterly Financial Statements
Complete sets of Profit & Loss, Balance Sheet, and Cash Flow statements prepared with precision and consistency.

Custom MIS Reports for Smarter Decisions
Management reports tailored to your KPIs enabling better performance tracking, risk identification, and opportunity analysis.

Budgeting, Forecasting & Variance Analysis
Plan ahead with confidence. Our tools and insights help align financial goals with real-world performance.

Compliance-Ready Reporting
Ensure alignment with US GAAP, IFRS, and Indian GAAP ready for audits, board reviews, and investor presentations.

Why It Works:

• Professional, audit-friendly formatting for multiple stakeholders
• Sharp visibility into financial performance and business health
• Scalable support as your reporting needs evolve
• Enhances strategic planning and financial compliance

With yourCFO, you gain reporting that empowers not overwhelms allowing you to focus on high-impact decisions while we deliver the financial clarity that drives them.

Financial Consolidation & GAAP Reporting

Simplify Complexity. Deliver Accuracy. Ensure Compliance.

Supporting consulting firms that manage multiple clients, entities, or jurisdictions, yourCFO offers behind-the-scenes financial consolidation and GAAP-compliant reporting ensuring consistency, accuracy, and efficiency across the board.

We handle the operational complexity multiple reconciliations, intercompany eliminations, and audit-ready formatting so your team can focus on client strategy and higher-level analysis. Acting as an embedded extension of your finance function, we help you deliver polished reports without the drain on internal capacity.

Whether it’s for board reviews, audits, or internal presentations, our services reduce the manual workload while maintaining impeccable documentation and full compliance with global standards.

Our Services Include:

Multi-Entity & Multi Currency Consolidation
Consolidating books across jurisdictions with accurate reconciliations and clean intercompany adjustments.

Standalone & Consolidated Financials
Detailed reports for individual entities and unified group-level financial statements, tailored for strategic visibility.

US GAAP & IFRS Compliant Reporting
Structured and formatted to align with global accounting standards ready for investors, auditors, or internal teams.

Coordination with External Auditors
We support the entire audit cycle preparing schedules, addressing queries, and ensuring documentation is complete and correct.

Why Businesses Choose yourCFO:

• Proven expertise in cross-border consolidation and GAAP alignment
• Scalable support for multi entity or high growth structures
• Seamless collaboration with in-house finance teams and external auditors
• Trusted reporting for audits, investor relations, and strategic planning

With yourCFO, you get financial reporting that makes sense no matter how complex your structure so you can act with confidence and meet every stakeholder expectation.

Transfer Pricing Services

End-to-End Support for Transfer Pricing Efficient, Compliant, and Scalable
Transfer pricing has evolved into a cornerstone of global tax strategy. But for CA and CPA firms handling cross-border clients and complex group structures, the regulatory and documentation requirements can become overwhelming. That’s where yourCFO comes in.

We provide cost-efficient, back-end transfer pricing support designed to help firms manage planning, compliance, and audit preparation without exhausting internal bandwidth. From conducting benchmarking studies to preparing regulatory files and managing documentation for complex financial arrangements, we take on the operational workload, allowing your team to stay focused on high-level advisory and client strategy.

Whether your clients are expanding globally, undergoing restructuring, or facing regulatory scrutiny, we deliver support that is accurate, timely, and aligned with evolving BEPS frameworks and local tax laws.

Our Core Offerings

Planning & Implementation

• Development of global transfer pricing policies aligned with business models and value chains.
• Advisory on supply chain and business restructuring for tax efficiency.
• Implementation of TP frameworks for royalties, intangibles, and intra-group services.
• BEPS aligned cross border structuring and planning support.

Compliance & Documentation

• Preparation of Master File, Local File, and Country-by-Country Report (CbCR).
• Benchmarking studies using global databases for arm’s length validation.
• Complete documentation for management fees, royalties, and financial transactions.
• Routine support for annual TP filings and regulatory submissions.

Dispute Resolution

• Support during transfer pricing audits, assessments, and regulator queries.
• Assistance with Advance Pricing Agreements (APAs) and Safe Harbour filings.
• Competent Authority representation and litigation support.

Advisory on Financial Transactions & Intangibles

• Structuring and pricing intra group loans, guarantees, and intangible asset arrangements.
• Documentation and compliance for complex intercompany financial dealings.

Why CA & CPA Firms Work With yourCFO:

• Seamless support that reduces the burden of documentation, reconciliations, and audit preparation.
• Access to global TP expertise without increasing overhead.
• Flexible, scalable services aligned to firm workflows and client volumes.
• Local knowledge + global frameworks = defensible, reliable TP strategy.

At yourCFO, we don’t just support transfer pricing compliance we become your dedicated backend partner, helping you deliver timely, defensible, and cost-effective outcomes to your clients, every step of the way.

Value-Added Services

Beyond Bookkeeping Back End Financial Support That Drives Real Impact

Firms supporting growing businesses often face the challenge of balancing day-to-day operations with evolving client needs. That’s where yourCFO comes in. Our value added services are designed to provide strategic, back office support helping your team manage transitions, system upgrades, and complex financial planning without overextending internal capacity.

We work behind the scenes to bring clarity, consistency, and structure to your engagements so your core team can stay focused on high-level advisory work and relationship management. Whether you’re implementing new systems, preparing clients for a transaction, or building better controls, our solutions integrate smoothly with your existing workflows and delivery models.

Our Value-Added Capabilities Include:

System Migration & ERP Implementation Support
Full support during system transitions from data migration and validation to minimizing downtime and training coordination.

SOP Development & Internal Control Documentation
Strengthen operational integrity with clear standard operating procedures and robust internal controls, tailored to each client’s environment.

Financial Due Diligence for Mergers & Acquisitions
In-depth support for transaction readiness including financial health reviews, red flag analysis, and deal-critical documentation.

Virtual CFO Services
Flexible, high level financial guidance covering forecasting, budgeting, cash flow planning, and board-level reporting without the cost of hiring full-time.

Why Businesses Work with yourCFO:

• Expertise across tools, processes, and industries
• Focused on enabling growth through strategic finance interventions
• Flexible engagement models that adapt to project-specific or ongoing needs
• Proven support during critical inflection points like funding rounds, M&A, or systems upgrades

yourCFO isn’t just a service provider we’re your strategic finance partner, built to deliver real business value at every stage of your journey.

Tax Preparation & Compliance

Outsource with Confidence. Reduce Risk. Strengthen Compliance.

Tax season can be overwhelming with tight deadlines, shifting regulations, and increased client demands. At yourCFO, we act as your behind the scenes tax support team, taking on the volume heavy and detail oriented tasks that often drain internal bandwidth.

Our outsourced US tax services are designed to help professional firms stay compliant and responsive without sacrificing quality or efficiency. We manage the time consuming aspects preparing returns, coordinating documentation, ensuring accurate filings so your in-house team can focus on higher order work like technical analysis, client advisory, and strategic problem solving.

By handling routine processes with precision and speed, we not only reduce the risk of compliance issues and missed deadlines but also improve your firm’s overall throughput during the busiest seasons. The result: optimized costs, minimized stress, and greater capacity to say “yes” to long-term, profitable opportunities.

Our Tax Support Includes:

Federal & State Tax Return Preparation
Preparation of key filings such as Forms 1120 (C-Corp), 1065 (Partnership), and others, with accuracy and timely submission across jurisdictions.

Sales Tax Assistance
multi-state sales tax calculations, compliance tracking, and filings aligned with evolving rules and thresholds.

1099 Preparation & Year-End Reporting
Complete support for vendor data collection, form generation, and electronic filing for smooth year-end compliance.

CPA & Auditor Coordination
We prepare schedules, clarify data, and respond to auditor requests to streamline review processes and minimize delays.

Why It Works:

• Strong expertise in federal and multi-state compliance
• Seamless integration with your existing CPA or tax advisory team
• Cost-effective and scalable support for peak-season volume
• No compromise on quality, turnaround time, or compliance standards

Stay focused on advisory and high-impact client work while we handle the backend with precision and consistency.

Back-end Payroll & Statutory Filing services

Back-end Payroll That’s Timely, Accurate, and Worry Free

Managing payroll in-house is time-consuming, error-prone, and often distracts from strategic business priorities. Our optimized payroll services are built for businesses of all sizes and structures, helping them save time, reduce costs, and operate more efficiently.

At yourCFO, we offer end-to-end payroll outsourcing that goes beyond just processing pay checks. Our payroll experts work as a seamless extension of your internal team handling everything from tax withholdings to employee benefits, while reducing post-payroll corrections and compliance risks.

By delegating payroll operations to us, businesses can free up internal capacity, ensure full statutory compliance, and deliver a smooth payroll experience to employees without the overhead of managing it all in-house.

What We Handle:

End-to-End Payroll Processing
Salary calculations, pay run execution, direct deposits managed from start to finish with accuracy and consistency.

Pay run Management, Tax Withholdings & Benefits Coordination
We manage federal/state tax deductions, recurring pay runs, PT, and benefits to ensure compliance and precision every cycle.

W-2, W-3, and Payroll Tax Filings
Preparation and filing of all year-end forms and returns in line with IRS and SSA standards minimizing filing errors and delays.

Why Businesses Work with Us:

• Reduced administrative load and risk of penalties
• Built-in compliance with US payroll regulations and filing schedules
• Scalable, flexible support tailored to your team structure
• Lower operating costs with expert-level execution

Let yourCFO simplify your payroll so you can focus on growing your business not managing calculations and corrections.

Month-End Close Support

Close with Confidence Cost-Efficient, Seamless, and Scalable

Month-end closures are critical but often repetitive filled with mundane tasks, layered reconciliations, and tight timelines. For CA and CPA firms managing multiple client accounts or entities, these processes can consume valuable time and resources.

At yourCFO, we act as your dedicated back-end support partner helping you execute smooth, timely, and accurate month-end closes without overburdening your internal team. Our services are designed to be cost-efficient, detail oriented, and completely aligned with your firm’s workflow.

We take on the operational heavy lifting managing multiple reconciliations, journal entries, asset schedules, and documentation so your core team can focus on review, analysis, and advisory work. With our support, every month-end becomes more efficient, less stressful, and fully audit ready.

What We Support:

Journal Entry Preparation
Accurate and well documented entries to eliminate manual data work during crunch time.

Accruals & Prepayments
End-to-end handling of period end adjustments for a clear and accurate financial position.

Fixed Asset Register Maintenance & Depreciation
Seamless tracking of assets and application of depreciation removing manual oversight.

Multiple Reconciliations & Trial Balance Finalization
From bank to intercompany accounts, we perform all reconciliations and finalize trial balances to ensure a clean close.

Why Businesses Choose yourCFO for Month-End Close:

• Faster close cycles and reduced manual errors
• Full compliance with US GAAP and internal controls
• Plug-and-play support model seamlessly integrates with your team
• Scalable assistance to handle peak periods or high-volume closings

yourCFO empowers CA and CPA firms to deliver consistent, high-quality month-end results cost effectively and without the chaos.

Bookkeeping & Transaction Processing

Outsource. Streamline. Scale.

At yourCFO, we support CPA and CA firms by eliminating the burden of time consuming, repetitive bookkeeping tasks so you can focus on high-value advisory work and client relationships. Acting as a cost-efficient and dependable back-office extension, our team handles the heavy lifting: daily transaction processing, multiple reconciliations, and meticulous record-keeping with full compliance.

We take care of the mundane but critical work ensuring every entry is posted accurately, every account is balanced, and every ledger is audit ready. Whether you’re a sole practitioner or a fast growing firm managing increasing client demands, outsourcing your bookkeeping to yourCFO means fewer internal bottlenecks and greater operational bandwidth.

With yourCFO, your clients’ books stay clean, current, and fully compliant while your firm stays focused, efficient, and profitable.

What We Handle:

Daily Transaction Entry & Ledger Updates
Accurate and timely recording of transactions to keep your financial data organized.

Bank, Credit Card & Intercompany Reconciliations
We proactively catch and correct mismatches to ensure accurate financial statements.

Accounts Payable & Receivable Management
Maintain a healthy cash flow with clear AP/AR tracking and processes.

Expense Categorization & Workflow Automation
Improve oversight and efficiency through well structured expense tracking and automation tools.

Why CPA & CA Firms Choose yourCFO:

• Aligned with US accounting practices, tools, and compliance requirements
• Real-time collaboration across time zones
• Flexible support model to meet peak season demands
• Lower overhead without compromising on quality

We act as a seamless part of your internal team empowering you to grow without stretching your resources.