We recruit only qualified accountants and CPAs, then assess technical and communication skills via rigorous screening. With regular performance reviews, we maintain strict quality standards.
Absolutely, you can interview candidates curated to your needs and preferences until you find the perfect match for seamless collaboration.
With capacity for quick ramp-ups, we can provide same-day support by immediately allocating suitable talent to hit the ground running. Just reach out and we’ll make it happen!
We offer customized packages to suit different needs. Monthly costs vary based on staff seniority, whether you want full-time employees or hourly support, number of services covered, and more.
We utilize SSL encryption for data security and sign NDAs before onboarding any client to ensure total confidentiality. Staff handling sensitive information undergo background checks.
While our sales team is US-based for your convenience, our agents work remotely across India and Philippines, operating on US timelines. This enables great talent at affordable rates.
Absolutely, we can ensure our teams utilize any proprietary systems or accounting software your firm already uses for consistency. We focus on aligning processes seamlessly.
As much or as little as you desire! We can act as autonomous extensions of your back office team or you can actively supervise key deliverables - the choice is yours.
Based on agreed KPIs, we provide real-time performance updates with open communication channels for complete visibility. Quarterly account reviews are also standard.
We invest extensively in skills development and culture building to retain our talent. New team members are trained rigorously to guarantee no drop in quality. Continuity is paramount for us.
At Preferred Tax, we're dedicated to helping businesses thrive by providing comprehensive financial solutions tailored to your unique needs.
we're here to streamline your financial operations and unlock your full potential for success.