Functional Capabilities

Precision Execution.
Zero Overhead.

From high-volume transactional bookkeeping to strategic CFO advisory. We deliver boardroom-grade talent tailored for the US mid-market so you can scale your advisory practice.

Integration Strategy

How We Deploy Talent in 14 Days

1

Architecture Call

Day 1

We map your exact tech stack (QBO, CCH, Drake) and define specific GAAP requirements.

2

Candidate Shortlist

Day 3-5

Review anonymized profiles custom-matched to your stack. Includes technical assessment scores.

3

Firm Interviews

Day 7-10

Video interviews with your top picks. Test their communication and technical depth.

Go Live

Day 14

Your professional is provisioned on our infrastructure, and immediately begins absorbing workload.

Tax compliance team
Drake / CCH Axcess / Lacerte Verified
Senior Functional Level

Tax Preparation & Compliance Structure

Vance & Cole provides dedicated, board-certified offshore Seniors who master the US tax code. From individual state returns in California and New York to highly complex corporate structures in Texas and Florida.

  • Individual (1040) & Corporate (1120/1120S/1065)
  • ASC 740 Tax Provisions & M-1 Adjustments
  • Multi-State Apportionment Schedules
Deploy Tax Specialists
Execution Level

Staff Accounting & Bookkeeping

Scale your AP/AR operations without expanding local headcount. Our offshore staff accountants execute flawless month-end closes and complex bank reconciliations out of our secure hub, strictly adhering to US GAAP standard processes.

  • Month-End Close Packages (P&L, Balance Sheet)
  • Complex Bank & Credit Card Reconciliations
  • Total AP/AR Workflow (Bill.com, Ramp, Gusto)
Add Capacity Now

Stack Intelligence

QBO
Advanced Certified
Xero
Advisor certified
NetSuite
Enterprise deployment
Sage Intacct
Advanced mastery
Fractional CFO team
Executive Level Tier

Fractional CFO & Controller Services

Elevate your firm's value proposition. Vance & Cole supplies fractional offshore Controllers and FP&A experts to build automated KPI dashboards and 13-week cash flow models. Grow highly lucrative Client Advisory Services (CAS) globally without massive domestic payroll.

  • 13-Week Cash Flow Forecasting & Modeling
  • Live Automated KPI Dashboard Engineering (Fathom, Jirav)
  • Budget vs. Actual Variance Narrative Reports
Scale Advisory Services
HIPAA COMPLIANT FACILITY

Healthcare Revenue Cycle (RCM)

Vance & Cole's specialized division manages entire RCM workflows to drastically reduce AR days. Operated entirely within our ISO 27001, physically-secured cleanroom facilities to ensure total PIPEDA & HIPAA compliance. Advanced mastery in Epic, Cerner, and Athenahealth.

  • Charge Entry, ICD-10/CPT Scrubbing
  • Electronic Remittance Advice (ERA/EFT) Payment Posting
  • Aggressive Denial Management & Insurance Appeals
Consult on RCM Capacity

Jurisdictional Expertise

Deploying compliant infrastructure across critical US markets

Our offshore specialists are explicitly trained and monitored to adhere to specific local state tax apparatuses and compliance measures. Operating primarily with enterprise clients based out of Texas, Florida, New York, and California.

TX STATE CODE FLORIDA DEPT. REV CA FTB NYS DTF
Managed Solution

Elite Managed Pods

Move beyond individual placements. Deploy an entire, self-sustaining accounting department managed explicitly under Vance & Cole operational protocol. A turn-key BPO alternative designed specifically for CPA firms handling $5M+ in revenue.

Standard Pod Architecture

US

US-Based Account Manager

Your direct liaison. Handles strategic alignment, workflow optimization, and performance reviews. Zero time-zone friction.

SM

Dedicated Senior Manager (CPA)

Reviewer level. Oversees technical execution, performs final quality control on returns, and resolves complex tax treatments.

x2

Preparers / Staff Accountants

The execution layer. High-volume transactional processing, bank reconciliations, and initial return preparations.

Commercials

Custom Scale.

Pod pricing is hyper-customized based on sheer volume, complexity of your stack, and required headcount. By consolidating into a Pod structure, firms typically see a 15-20% margin gain compared to individual placements.

  • Fixed Monthly Retainer
  • Infinite Horizontal Scale
  • SOC 2 / WISP Compliant
Request Pod Economics
OUTSTAFF

Deploy Elite Capacity.
In 14 Days.

Stop outsourcing to freelancers. Contract with our US LLC and get boardroom-grade execution out of our ISO-ALIGNED FACILITY.

Secure Your Architecture

Every active client contract includes a $1,000,000 E&O and Cyber Liability policy.

Discuss Your Capacity Needs