How It Works


1. We Start By Listening

We'll introduce you to your dedicated primary contact at HelpmyCPA, who will oversee all the work we do for you. Your primary contact will chat with you to understand how you'd like the partnership to work, your communication preferences, and accounting practices you'd like us to follow.


2. Delegate Client Work

You will be given a secured cloud space wherein the relevant documents and softwares can be uploaded. The work progress will be shared with you via daily tracker.


3. The work progress

Now that you don't have to worry about your clients' bookkeeping needs, you can get back to building client relationships, growing your firm, and working on the projects that require your specialized expertise.