CPA Services
Tax, audit, and attest,
one engagement
One engagement delivers CPA-level tax, audit, and attest through licensed CPA partners — so you never manage a second firm or a second invoice. Debit does the work; a licensed CPA signs it.
Best for: owners who need audited financials, a PCAOB audit, or multi-year tax cleanup.
Deals stall when you can’t produce audited numbers.
Growth stalls the day a lender asks for audited statements you can’t produce, or a return runs three years overdue. Debit & Co. runs your finance operation, but attest and signed tax work require a licensed CPA.
Sourcing a separate CPA firm adds a second onboarding, a duplicate data pull, and a 3 to 6 week handoff gap. We close that gap: one team does the work, a licensed CPA partner signs it, and you keep one point of contact.
Three CPA services, one licensed sign-off.
Debit prepares the schedules, ledgers, and returns. A licensed CPA partner reviews and signs the regulated work. You get both under one engagement, coordinated by one team.
01
Tax
Preparation, filing, and multi-year back-tax remediation. Federal, state, and cross-border. Up to 6 years of unfiled returns brought current.
02
Audit & Attest
Audit readiness and PCAOB audit support. We build the schedules and workpapers your auditor relies on, or run the audit through our licensed CPA partner.
03
Assurance & Compliance
Reviewed and compiled financials, compliance filings, and lender- and investor-ready statements, issued under a licensed CPA.
Licensed where it counts.
What Debit runs
- Bookkeeping, close, and reconciliations
- Schedules and workpapers the auditor relies on
- Return preparation and supporting detail
- The 90% of hours an audit or return depends on
What the licensed CPA owns
- The attest opinion and signed report
- Signed federal, state, and local returns
- The regulated sign-off and independence
- An independent licensed CPA partner
How they connect
- One engagement, one data set, one contact
- No second onboarding or duplicate data pull
- You never manage the finance-to-CPA handoff
- One team behind the numbers and the sign-off
Probable fit if…
- Need audited, reviewed, or compiled financials.
- Facing a PCAOB or first-time audit.
- Have multiple years of unfiled or back taxes.
- Want tax, audit, and finance under one team.
Wrong fit if…
- File a simple personal return and need nothing more.
- Already run an in-house CPA and audit function.
- Need a one-off filing with no finance operation.
- Want attest work with no underlying bookkeeping.
Need the full finance function too? See Outsourced Finance & Accounting →
Data security: encrypted data, role-based access, 7-day documented offboarding.
Case studies
Rebuilding AP operations for a construction firm on Dynamics 365. →
ArchTile’s accounts-payable backlog cleared within 60 days after an AP redesign in Business Central restored vendor payment accuracy and project-level payable visibility.
From cash to accrual: a surgery center regains financial visibility. →
Gayoso Plastic Surgery compressed its monthly close from several weeks to under seven business days following a structured cash-to-accrual conversion.
One engagement vs. sourcing a separate CPA firm.
| Buyer compares | Separate CPA firm | Debit + CPA partner |
|---|---|---|
| Onboarding | Two firms, two intakes | One intake |
| Data pulls | Duplicated | One shared data set |
| Handoff gap | 3 to 6 weeks | None |
| Audit readiness | Reactive scramble | Built into the close |
| Point of contact | Two | One |
Senior review behind every signed number.
Senior Controller
Aaron Ressel
25+ years of senior controller seats inside operating B2B businesses. Reviews every close packet weekly.
CFO
Kevin Cahill
25+ years of CFO seats inside operating B2B businesses. Generates monthly insight beyond compliance reporting.
Attest and tax work is signed by an independent licensed CPA partner.
Scoped to the engagement.
Tax, audit, and assurance are scoped to your entity count, transaction volume, and filing history. One proposal covers the finance work and the licensed sign-off.
Related thinking from the Playbook.
Finance ops
When a business actually needs a CPA
Where non-CPA finance ends and licensed work begins.
Bookkeeping
Bringing multiple years of back taxes current
Cleaning up unfiled returns without triggering flags.
Four questions before you book.
Can I buy only the CFO or only the accountant?
No. The package staffs all three roles as one team. Bundling the accountant, CFO, and controller costs a fraction of building the same function in-house.
How much CFO and controller time do I get?
Kevin Cahill delivers 10 hours a month of CFO strategy. Aaron Ressel delivers 20 hours a month of controller review. Both join the weekly close.
How fast do the dashboards go live?
Live dashboards for cash, margin, and runway activate by Month 1. The accountant runs daily books from Day 1, closing in 5 to 7 days.
How does this differ from Staff Accountants in scope and price?
This package adds a fractional CFO, a fractional controller, and live dashboards on top of a full-time accountant, run as one team. Staff Accountants delivers the accountant seat alone. See Staff Accountants →
Get the CPA work handled.
One engagement covers your bookkeeping, your audit readiness, and the licensed CPA sign-off on the returns and financials — so you stop juggling a second firm.