What We Offer

Beyond Accounting Services.

From day-to-day bookkeeping to high-level financial support – we provide end-to-end outsourcing solutions tailored for CPA firms and their clients across the U.S. Our team of experienced certified professionals work as an extension of your firm, delivering reliable support backed by strong quality control and practical industry expertise.

Solutions Tailored for Your Business

Every service is offered as a standalone engagement or as part of a comprehensive outsourcing package — fully tailored to your firm.

Bookkeeping

Meticulous books, always current

Full-cycle bookkeeping integrated with your systems — bank reconciliation, A/P & A/R, monthly financials, and custom reporting.

Bank & credit card reconciliation
Accounts payable management
Accounts receivable tracking
Monthly/quarterly close
Most Requested

Tax Preparation

For US Clients & end clients

Accurate US tax return preparation for individuals, businesses, partnerships, Scorps and more — freeing your staff for high-value advisory work.

Sales Tax Preparation and Filing
Forms 1040, 1065, 1120-S
Other Forms 1120, 1041, 990 and more
Individual C Business Tax Projections
Extension filing

Payroll Processing

Error-free, on-time, every time

End-to-end payroll management — calculations/reconciliation, monthly/year-end payroll AJEs, W-2/1099 preparation, and state/federal compliance.

Payroll Calculations/Reconciliation
Monthly/Year-end Payroll AJEs
W-2 / 1099 Preparation
Compliance Monitoring

Business Registration

Start right, grow confidently

Entity formation and registration for LLCs, corporations, and sole proprietorships — state filings, EIN applications, and more.

LLC formation & articles of organization
S-Corp & C-Corp incorporation
EIN (Employer Identification Number) application
State business registration filings
Why Outsource?

In-House vs. Wealthlyte

The numbers don't lie. See how outsourcing to Wealthlyte compares to maintaining an in-house accounting team.

Factor
In-House Team
Wealthlyte
Staffing Cost
High (salary + benefits + payroll taxes)
Pay only for work done — no fixed cost
Recruitment Time
4–12 weeks per hire
Onboard in 1–2 weeks, fully operational
Seasonal Scalability
Difficult — fixed headcount
Scale up or down on demand
Quality Control
Dependent on individual staff
Multi-layer review process on every file predefined in written SLA
Compliance Updates
Requires ongoing training investment
Our team stays current — included
Data Security
Variable — depends on internal policies
Bank-grade encryption, signed NDAs, strict protocols
Dedicated Account Manager
Not standard
Every client gets a named point of contact
Turnaround Guarantee
No formal SLA
Written SLA with defined turnaround times
US GAAP Expertise
Multi-state Tax Knowledge
IRS Filing Experience
QuickBooks ProAdvisor
24-hr Response SLA
Monthly Review Calls

Scale Your Accounting Operations With Confidence

From bookkeeping and payroll to tax preparation and compliance, Wealthlyte helps businesses and CPA firms streamline financial operations with accuracy, efficiency, and reliability.

Free consultation • No commitment required