Reliable Back-Office Support for CPA & Accounting Firms
Scale your firm’s tax and bookkeeping capacity—without the overhead of full-time hiring.
Whether you need client books cleaned up before tax season, specialized overflow support, or reliable tax-prep capacity during your busiest months, BR Financial Group steps in quietly behind the scenes to keep your production moving.
Why CPA Firms Partner With Us
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Your clients remain entirely yours. We work quietly in the background, adapting seamlessly to your firm’s software, workflow, and review procedures (with optional client outreach only when authorized).
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All work is managed and executed locally in the U.S. No overseas outsourcing, simplifying your IRS disclosure and compliance requirements.
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Smooth, professional document collection and intake assistance for your Spanish-speaking business and individual clients.
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We operate under mutual Non-Disclosure Agreements (NDAs) and secure document-sharing protocols to keep client data protected.
Core Back-Office Capabilities
Bookkeeping Support
Monthly & catch-up bookkeeping
Bank, credit card, & general ledger reconciliations
Complex cleanup projects & year-end tax prep readiness
Uncategorized transaction resolution & missing document follow-up
Custom financial reporting formatted for partner review
Tax Preperation Support
Individual & business return drafting (1040, Schedule C, Schedule E)
Data entry, organizer review, & workpaper assembly in Drake Tax
Prior-year return reviews & extension prep
Complete return assembly ready for partner sign-off
E-filing preparation & processing
Technology Stack & Verified Credentials
Software Proficiency: Drake Tax | QuickBooks Online
Certifications: QuickBooks Online Certified ProAdvisor
Academic & Professional Background: College Degree, Accounting Certificates, & AIPB Candidate
Verified Standards: SAM.gov Registered Entity | Annual NNA Background Checked
How We Work Together
Introductory Call
We discuss your firm's current bottlenecks, preferred software stack, and upcoming seasonal or ongoing capacity needs.
Test Us On One Project
Send over a single setup, cleanup, catch-up, or bookkeeping project or tax return draft in Drake/QBO to evaluate our work quality, speed, and communication.
Free project limited to standard service scope; restrictions apply.
Scale As Needed
Integrate us for seasonal tax overflow, emergency cleanups, or year-round back-office support as your client base grows.
Schedule a Capacity Consultation
If you're interested in working with us, complete the form with your call availability and a few details about your project. We'll review your message and get back to you within 48 hours.
About BR Financial Group
Led by an experienced financial administrator, college graduate, and Certified QuickBooks ProAdvisor, BR Financial Group provides specialized operational support to tax and accounting professionals. Built on accuracy, strict confidentiality, and seamless integration, we act as the quiet engine behind growing accounting practices.
