Enrolled Agent — Managing Partner

White-Label Bookkeeping
for US CPA Firms

Your Clients. Our Work. Your Brand.

We handle reconciliations, monthly bookkeeping, and financial reporting overnight — so your firm stays ahead without expanding payroll.

Enrolled Agent (EA) Certified
1.8 Years US Accounting Experience
White-Label — Your Brand Always
48 Hr
Turnaround on monthly bookkeeping
100%
White-label — your brand always
Night Shift
We work while your firm sleeps

Behind the Expertise

Finesse Accounts is led by Sumit Rastogi, a Managing Partner with a deep focus on the US accounting landscape. With 1.8 years of hands-on experience and Enrolled Agent credentials (EA Parts 1 & 3 cleared), we specialize in providing silent, high-accuracy support to growing CPA firms.

1.8 Years US Experience

Expertise in US GAAP and standard accounting practices

EA Certified Support

Federally licensed tax professional credentials

Total Privacy Guarantee

Strict white-label compliance — your firm stays the hero

How It Works

Seamless integration with your existing workflow.

01

Connect

Securely share your client's QB/Xero access

02

Overnight Processing

Reconciliations done while your local team rests

03

Review & Approve

Verify the clean financials under your firm name

04

Deliver

Clients receive professional reports from YOU

Bookkeeping Services

Comprehensive accounting solutions designed for professional scale.

★ Core Competency

White-Label Bookkeeping for CPA Firms

We work behind the scenes as your silent bookkeeping team. Your clients see your brand. You get clean books delivered before deadlines. No payroll, no overhead — just reliable work done overnight.

Bank & Credit Card Reconciliation

Accurate matching of every transaction. We ensure your accounts are perfectly aligned with bank statements, eliminating discrepancies and providing complete financial clarity.

End-to-End Monthly Bookkeeping

Complete management from data entry to financial statements. We handle the entire process so you can focus on growing your business.

Clean-up Services

Fixing historical errors and catching up on overdue books. Get your records organized and audit-ready, no matter the current state.

Financial Reporting

Monthly P&L and Balance Sheet insights. Understand your financial position with clear, professional reports delivered on time.

Review Our Quality

See the standard of reporting your clients will receive. Request our sample management report today.

Tax compliance support provided by EA-qualified specialists. Parts 1 & 3 Cleared.

US Tax Compliance

From Individual Form 1040 preparation to federal filing support, we provide precise compliance to safeguard your client's standing.

Form 1040 Preparation

Expert individual income tax filings with optimized deductions.

Federal Filings

Timely and accurate submission of federal documentation.

Strategic Planning

Year-round planning to minimize overall tax liability.

Compliance Focused

Scalable tax support so you can handle more clients without the overhead.

Partner with Finesse Accounts

Speak directly with a Managing Partner about your firm’s goals.

Primary Inquiry:info@finesseaccounts.com

Elevate Your Firm's Output

Secure, overnight bookkeeping under your brand. Let's grow together.

Secure Inquiry

Enter your firm details below. A Managing Partner will respond within 24 business hours.

Finesse Accounts strictly adheres to data privacy standards. Your inquiry is secure.